FCT

First Trust Senior Floating Rate Income Fund II
FCT

Overview Fund Activity

75 hedge funds and large institutions have $106M invested in First Trust Senior Floating Rate Income Fund II in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VIA
Virtus Investment Advisers
Connecticut
+$1.04M
2
Morgan Stanley
Morgan Stanley
New York
+$882K
3
AAM
Advisors Asset Management
Colorado
+$628K
4
GWM
Geneos Wealth Management
Colorado
+$456K
5
IA
IFP Advisors
Florida
+$320K

Top Sellers

1
PCM
Penserra Capital Management
California
-$4.15M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$2.59M
3
LPL Financial
LPL Financial
California
-$861K
4
VEA
Virtus ETF Advisers
New York
-$827K
5
TI
TrueMark Investments
Illinois
-$771K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.03M +$233K +22,989 +29%
SRC
27
Shufro Rose & Co
New York
$832K +$40.6K +4,000 +5%
GWM
28
Geneos Wealth Management
Colorado
$816K +$456K +45,001 +127%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$618K +$649 +64 +0.1%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$555K -$7.41K -731 -1%
EAM
31
Everstar Asset Management
North Carolina
$470K – – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$469K +$61.1K +6,026 +15%
Raymond James Financial
33
Raymond James Financial
Florida
$465K +$75.7K +7,461 +19%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$450K -$49.9K -4,922 -10%
Osaic Holdings
35
Osaic Holdings
Arizona
$435K -$39K -3,846 -8%
SFC
36
Strategic Financial Concepts
Texas
$390K +$67.9K +6,700 +21%
EH
37
Equitable Holdings
New York
$384K +$9.63K +950 +3%
RA
38
RFG Advisory
Alabama
$324K +$57.7K +5,690 +22%
AUIM
39
Aegon USA Investment Management
Iowa
$304K – – –
Truist Financial
40
Truist Financial
North Carolina
$303K +$3.14K +310 +1%
GPW
41
Gentry Private Wealth
Kansas
$294K +$294K +29,000 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$280K -$26.2K -2,588 -9%
NAS
43
NWF Advisory Services
California
$231K +$231K +22,830 New
Millennium Management
44
Millennium Management
New York
$231K +$231K +22,795 New
WMG
45
WESCAP Management Group
California
$225K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$217K – – –
AA
47
Apriem Advisors
California
$213K – – –
NFG
48
Nations Financial Group
Iowa
$195K +$781 +77 +0.4%
SWM
49
SeaCrest Wealth Management
New York
$185K +$11.4K +1,128 +7%
UPS
50
UHLMANN PRICE SECURITIES
Illinois
$183K +$5.01K +494 +3%
1
2
3 4