FCT

First Trust Senior Floating Rate Income Fund II
FCT

Overview Fund Activity

76 hedge funds and large institutions have $134M invested in First Trust Senior Floating Rate Income Fund II in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+9
Holders Change %
+13.43%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
14
Increased
19
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$42.3M
2
GA
GraniteShares Advisors
New York
$1.51M
3
RVPG
Relative Value Partners Group
$5.66M
4
JRCM
Jones Road Capital Management
New York
$3.73M
5
LCM
Landscape Capital Management
New Jersey
$644K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.5M
2
EW
Evoke Wealth
California
$0
3
COLIM
City of London Investment Management
United Kingdom
$3.74M
4
AAM
Advisors Asset Management
Colorado
$2.66M
5
MC
Matisse Capital
Oregon
$363K
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
76
Carmichael Hill & Associates
Maryland
$1.5K -$1.41K -140 -48%
HNB
77
Huntington National Bank
Ohio
$10 -$10 – –
EW
78
Evoke Wealth
California
– -$750K -74,975 Closed
TA
79
TFB Advisors
Kansas
– -$181K -18,055 Closed
HF
80
HRT Financial
New York
– -$125K -12,586 Closed
SCA
81
Stonebridge Capital Advisors
Minnesota
– -$31.8K -3,180 Closed
CSPIA
82
Cary Street Partners Investment Advisory
Virginia
– -$3K -300 Closed
1 2 3
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