FCT

First Trust Senior Floating Rate Income Fund II

59 hedge funds and large institutions have $99.1M invested in First Trust Senior Floating Rate Income Fund II in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
23
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$337K -$126K -9,881 -27%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$311K +$7.99K +630 +3%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$305K
AA
29
Apriem Advisors
California
$292K
SRC
30
Shufro Rose & Co
New York
$268K -$7.62K -600 -3%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$253K +$93.3K +7,350 +58%
WCM
32
Whitener Capital Management
North Carolina
$240K -$13.4K -1,060 -5%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$224K +$224K +17,612 New
DFA
34
DHJJ Financial Advisors
Illinois
$219K
CAN
35
Cetera Advisor Networks
California
$195K +$195K +15,334 New
NCM
36
Narwhal Capital Management
Georgia
$193K -$27.6K -2,165 -12%
EW
37
Evoke Wealth
California
$193K +$76.3K +5,991 +65%
KAS
38
Kestra Advisory Services
Texas
$191K
GWM
39
Geneos Wealth Management
Colorado
$175K +$515 +41 +0.3%
SPA
40
Sentinel Pension Advisors
Massachusetts
$146K +$3.42K +269 +2%
LWP
41
Lumature Wealth Partners
Georgia
$127K
Barclays
42
Barclays
United Kingdom
$124K
WCMNY
43
Westchester Capital Management (New York)
New York
$74K
HCP
44
Hexagon Capital Partners
Arkansas
$40K
CFB
45
Cullen/Frost Bankers
Texas
$38K
HI
46
Harbour Investments
Wisconsin
$19K
ASN
47
Advisory Services Network
Georgia
$19K +$19K +1,517 New
CHA
48
Carmichael Hill & Associates
Maryland
$16K +$12.4K +1,001 +346%
CFN
49
Cordasco Financial Network
Florida
$14K
AA
50
AlphaMark Advisors
Kentucky
$13K -$19.5K -1,500 -60%