FCT

First Trust Senior Floating Rate Income Fund II

77 hedge funds and large institutions have $95.9M invested in First Trust Senior Floating Rate Income Fund II in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
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
S
51
Sunpointe
Missouri
$177K
SMA
52
Seven Mile Advisory
New Jersey
$176K
KWA
53
Kingswood Wealth Advisors
California
$167K
MAWA
54
Moss Adams Wealth Advisors
Washington
$154K
Corient Private Wealth
55
Corient Private Wealth
Florida
$133K
CFB
56
Cullen/Frost Bankers
Texas
$130K
CIA
57
Concurrent Investment Advisors
Florida
$127K
AW
58
Alteri Wealth
California
$104K
WT
59
Whittier Trust
California
$42.7K
GRP
60
Global Retirement Partners
California
$35.3K
NS
61
NBC Securities
Alabama
$28.1K
MCM
62
MAI Capital Management
Ohio
$27K
SPIA
63
Steward Partners Investment Advisory
New York
$24.8K
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$19.9K
TWC
65
TD Waterhouse Canada
Ontario, Canada
$13.8K
WA
66
WPG Advisers
Maryland
$11.1K
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$10.3K
PGAM
68
Princeton Global Asset Management
New Jersey
$9K
Comerica Bank
69
Comerica Bank
Texas
$8.78K
HWP
70
Highline Wealth Partners
California
$8K
GI
71
GAMMA Investing
California
$5.17K
ASN
72
Advisory Services Network
Georgia
$4.92K
CBT
73
CoreFirst Bank & Trust
Kansas
$3.12K
CA
74
CoreCap Advisors
Michigan
$2.41K
FFA
75
Farther Finance Advisors
California
$1.83K