FCT

First Trust Senior Floating Rate Income Fund II

86 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 12 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 10 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
KWA
51
Kingswood Wealth Advisors
California
$165K
NAS
52
NWF Advisory Services
California
$150K
MAWA
53
Moss Adams Wealth Advisors
Washington
$146K
AA
54
Advisory Advocates
Michigan
$121K
HA
55
Helium Advisors
Washington
$120K
CIA
56
Concurrent Investment Advisors
Florida
$118K
NFG
57
Nations Financial Group
Iowa
$115K
SA
58
Sanctuary Advisors
Indiana
$104K
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$102K
AW
60
Alteri Wealth
California
$100K
CFB
61
Cullen/Frost Bankers
Texas
$77.1K
NS
62
NBC Securities
Alabama
$38.6K
MCM
63
MAI Capital Management
Ohio
$26K
SPIA
64
Steward Partners Investment Advisory
New York
$23.9K
AIM
65
Axiom Investment Management
New York
$21.3K
PWPS
66
Pinnacle Wealth Planning Services
Ohio
$18.2K
CA
67
CoreCap Advisors
Michigan
$16.8K
TWC
68
TD Waterhouse Canada
Ontario, Canada
$13.3K
WT
69
Whittier Trust
California
$12.8K
IA
70
IFP Advisors
Florida
$11.6K
HI
71
Harbour Investments
Wisconsin
$11.3K
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$8.74K
PGAM
73
Princeton Global Asset Management
New Jersey
$8.68K
WA
74
WPG Advisers
Maryland
$8.09K
HWP
75
Highline Wealth Partners
California
$7.71K