FCT

First Trust Senior Floating Rate Income Fund II

65 hedge funds and large institutions have $89.4M invested in First Trust Senior Floating Rate Income Fund II in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-5
Holders Change %
-7.14%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
24
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$127K
SPA
52
Sentinel Pension Advisors
Massachusetts
$127K +$2.61K +261 +2%
RIA
53
Realta Investment Advisors
Delaware
$125K -$10.1K -1,007 -7%
IWC
54
Integrated Wealth Concepts
Massachusetts
$121K +$451 +45 +0.4%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$105K +$2.15K +216 +2%
LWP
56
Lumature Wealth Partners
Georgia
$100K
HCP
57
Hexagon Capital Partners
Arkansas
$34K +$81 +8 +0.2%
GRP
58
Global Retirement Partners
California
$12K +$9 +1 +0.1%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11K +1,126 New
AA
60
AlphaMark Advisors
Kentucky
$10K
PGAM
61
Princeton Global Asset Management
New Jersey
$4K
BCMLT
62
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K
CBT
63
CoreFirst Bank & Trust
Kansas
$3K
CHA
64
Carmichael Hill & Associates
Maryland
$3K
KFI
65
Key Financial Inc
Pennsylvania
$3K
MHB
66
Midwest Heritage Bank
Iowa
-$136K -13,598 Closed
JIP
67
Jaffetilchin Investment Partners
Florida
-$101K -10,133 Closed
SWM
68
SeaCrest Wealth Management
New York
-$77K -7,753 Closed
AIP
69
Ahrens Investment Partners
Louisiana
-$22K -2,220 Closed
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
-$16K -1,600 Closed
VVP
71
Venture Visionary Partners
Ohio
-$15.6K -1,564 Closed
CA
72
CoreCap Advisors
Michigan
-$9K -881 Closed