FCT

First Trust Senior Floating Rate Income Fund II
FCT

Overview Fund Activity

75 hedge funds and large institutions have $106M invested in First Trust Senior Floating Rate Income Fund II in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VIA
Virtus Investment Advisers
Connecticut
+$1.04M
2
Morgan Stanley
Morgan Stanley
New York
+$882K
3
AAM
Advisors Asset Management
Colorado
+$628K
4
GWM
Geneos Wealth Management
Colorado
+$456K
5
IA
IFP Advisors
Florida
+$320K

Top Sellers

1
PCM
Penserra Capital Management
California
-$4.15M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$2.59M
3
LPL Financial
LPL Financial
California
-$861K
4
VEA
Virtus ETF Advisers
New York
-$827K
5
TI
TrueMark Investments
Illinois
-$771K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
51
AmeriFlex Group
Nevada
$180K – – –
KWA
52
Kingswood Wealth Advisors
California
$173K -$151K -14,851 -46%
MAWA
53
Moss Adams Wealth Advisors
Washington
$167K – – –
KAS
54
Kestra Advisory Services
Texas
$165K +$385 +38 +0.2%
VAM
55
Verity Asset Management
North Carolina
$152K +$152K +15,024 New
HF
56
HRT Financial
New York
$143K +$143K +14,139 New
CFB
57
Cullen/Frost Bankers
Texas
$132K +$30.4K +3,000 +30%
CIA
58
Concurrent Investment Advisors
Florida
$129K -$15.7K -1,550 -11%
EC
59
Elequin Capital
New York
$63.8K +$63.8K +6,292 New
MCM
60
MAI Capital Management
Ohio
$28.9K -$1.01K -100 -3%
NS
61
NBC Securities
Alabama
$28K +$28K +2,808 +140,400%
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$20.3K – – –
CFFP
63
Center for Financial Planning
Michigan
$14.7K +$14.7K +1,450 New
TWC
64
TD Waterhouse Canada
Ontario, Canada
$14K – – –
WT
65
Whittier Trust
California
$13.8K – – –
WA
66
WPG Advisers
Maryland
$11.8K +$791 +78 +7%
GI
67
GAMMA Investing
California
$5.24K – – –
HCP
68
Hexagon Capital Partners
Arkansas
$5.17K +$142 +14 +3%
AAP
69
Arax Advisory Partners
Colorado
$5.07K +$5.07K +500 New
Comerica Bank
70
Comerica Bank
Texas
$3.59K -$7.56K -745 -68%
CCM
71
Coldstream Capital Management
Washington
$2.58K +$2.58K +254 New
CA
72
CoreCap Advisors
Michigan
$2.44K – – –
GWSG
73
GPS Wealth Strategies Group
Colorado
$1.52K – – –
FFA
74
Farther Finance Advisors
California
$1.34K +$1.34K +133 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$71 -$7.44K -733 -99%
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