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FCT

First Trust Senior Floating Rate Income Fund II

85 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 11 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2.59% less ownership

Funds ownership: 36.85%34.26% (-2.6%)

3% less funds holding

Funds holding: 8885 (-3)

11% less capital invested

Capital invested by funds: $96.4M → $85.8M (-$10.6M)

35% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 31

Holders
85
Holders Change
-3
Holders Change %
-3.41%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
51
Kingswood Wealth Advisors
California
$165K -$3.2K -324 -2%
NAS
52
NWF Advisory Services
California
$150K -$34.4K -3,480 -18%
MAWA
53
Moss Adams Wealth Advisors
Washington
$146K
AA
54
Advisory Advocates
Michigan
$121K
HA
55
Helium Advisors
Washington
$120K +$3.13K +317 +3%
CIA
56
Concurrent Investment Advisors
Florida
$118K
NFG
57
Nations Financial Group
Iowa
$115K -$17.4K -1,761 -13%
SA
58
Sanctuary Advisors
Indiana
$104K -$204K -20,625 -66%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$102K -$579K -58,600 -85%
AW
60
Alteri Wealth
California
$100K
CFB
61
Cullen/Frost Bankers
Texas
$77.1K
NS
62
NBC Securities
Alabama
$38.6K +$11.8K +1,195 +43%
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 +$21.8K +2,210 New
PWPS
66
Pinnacle Wealth Planning Services
Ohio
$18.2K -$6.89K -697 -27%
CA
67
CoreCap Advisors
Michigan
$16.8K +$14.8K +1,500 +622%
TWC
68
TD Waterhouse Canada
Ontario, Canada
$13.3K
WT
69
Whittier Trust
California
$12.8K
IA
70
IFP Advisors
Florida
$11.6K -$1.67M -169,307 -99%
HI
71
Harbour Investments
Wisconsin
$11.3K +$11.6K +1,169 New
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 -$1.86K -188 -18%
HWP
75
Highline Wealth Partners
California
$7.71K