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FCT

First Trust Senior Floating Rate Income Fund II

85 hedge funds and large institutions have $85.8M invested in First Trust Senior Floating Rate Income Fund II in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2.59% less ownership

Funds ownership: 36.85%34.26% (-2.6%)

3% less funds holding

Funds holding: 8885 (-3)

11% less capital invested

Capital invested by funds: $96.4M → $85.8M (-$10.6M)

35% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 31

Holders
85
Holders Change
-3
Holders Change %
-3.41%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$666K +$5.63K +570 +0.8%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$645K
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$633K +$22.6K +2,288 +4%
Osaic Holdings
29
Osaic Holdings
Arizona
$550K +$180K +18,190 +47%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$548K +$29.7K +3,006 +6%
IAIM
31
International Assets Investment Management
Florida
$504K +$89.9K +9,100 +21%
VIA
32
Virtus Investment Advisers
Connecticut
$497K -$142K -14,350 -22%
YCM
33
Yakira Capital Management
Connecticut
$470K -$10.1K -1,027 -2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$466K -$25.4K -2,567 -5%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$462K -$11.9K -1,204 -2%
GFG
36
Genesis Financial Group
New Jersey
$416K +$14.9K +1,507 +4%
EAM
37
Everstar Asset Management
North Carolina
$391K
GWM
38
Geneos Wealth Management
Colorado
$331K -$2.27K -230 -0.7%
SFC
39
Strategic Financial Concepts
Texas
$254K +$261K +26,400 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$254K +$48.8K +4,943 +23%
CI
41
CX Institutional
Indiana
$231K +$2.61K +264 +1%
RA
42
RFG Advisory
Alabama
$224K -$668K -67,621 -74%
EFG
43
Ethos Financial Group
Pennsylvania
$216K
AA
44
Apriem Advisors
California
$202K
UPS
45
UHLMANN PRICE SECURITIES
Illinois
$195K +$5.71K +578 +3%
SWM
46
SeaCrest Wealth Management
New York
$175K -$7.07K -716 -4%
WMG
47
WESCAP Management Group
California
$175K
KAS
48
Kestra Advisory Services
Texas
$174K -$25.3K -2,557 -12%
S
49
Sunpointe
Missouri
$171K
CL
50
CSS LLC
Illinois
$170K