FCT

First Trust Senior Floating Rate Income Fund II

86 hedge funds and large institutions have $96M invested in First Trust Senior Floating Rate Income Fund II in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$697K
Baird Financial Group
27
Baird Financial Group
Wisconsin
$690K
VAM
28
Verity Asset Management
North Carolina
$682K
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$674K
VIA
30
Virtus Investment Advisers
Connecticut
$664K
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$638K
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$542K
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$512K
YCM
34
Yakira Capital Management
Connecticut
$502K
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$494K
IAIM
36
International Assets Investment Management
Florida
$442K
GFG
37
Genesis Financial Group
New Jersey
$419K
EAM
38
Everstar Asset Management
North Carolina
$408K
Osaic Holdings
39
Osaic Holdings
Arizona
$392K
RAM
40
Readystate Asset Management
Illinois
$371K
GWM
41
Geneos Wealth Management
Colorado
$348K
SA
42
Sanctuary Advisors
Indiana
$316K
AUIM
43
Aegon USA Investment Management
Iowa
$302K
CI
44
CX Institutional
Indiana
$238K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$216K
EFG
46
Ethos Financial Group
Pennsylvania
$216K
AA
47
Apriem Advisors
California
$211K
KAS
48
Kestra Advisory Services
Texas
$208K
UPS
49
UHLMANN PRICE SECURITIES
Illinois
$198K
SWM
50
SeaCrest Wealth Management
New York
$188K