FCT

First Trust Senior Floating Rate Income Fund II

87 hedge funds and large institutions have $96.3M invested in First Trust Senior Floating Rate Income Fund II in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
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
NAS
51
NWF Advisory Services
California
$192K
SWM
52
SeaCrest Wealth Management
New York
$188K
WMG
53
WESCAP Management Group
California
$182K
S
54
Sunpointe
Missouri
$178K
CL
55
CSS LLC
Illinois
$177K
SMA
56
Seven Mile Advisory
New Jersey
$177K
KWA
57
Kingswood Wealth Advisors
California
$175K
Nomura Holdings
58
Nomura Holdings
Japan
$154K
MAWA
59
Moss Adams Wealth Advisors
Washington
$153K
NFG
60
Nations Financial Group
Iowa
$138K
CIA
61
Concurrent Investment Advisors
Florida
$123K
HA
62
Helium Advisors
Washington
$122K
XT
63
XTX Topco
Cayman Islands
$107K
AW
64
Alteri Wealth
California
$104K
GRP
65
Global Retirement Partners
California
$100K
CFB
66
Cullen/Frost Bankers
Texas
$80.6K
NS
67
NBC Securities
Alabama
$28.3K
MCM
68
MAI Capital Management
Ohio
$27.2K
PWPS
69
Pinnacle Wealth Planning Services
Ohio
$26.1K
SPIA
70
Steward Partners Investment Advisory
New York
$25K
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$20.1K
TWC
72
TD Waterhouse Canada
Ontario, Canada
$14.1K
WT
73
Whittier Trust
California
$13.6K
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$11.8K
WA
75
WPG Advisers
Maryland
$10.3K