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 %
HNB
76
Huntington National Bank
Ohio
$10 -$10 – –
VEA
77
Virtus ETF Advisers
New York
– -$827K -79,865 Closed
TI
78
TrueMark Investments
Illinois
– -$771K -74,533 Closed
IAA
79
Independent Advisor Alliance
North Carolina
– -$268K -25,908 Closed
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
– -$124K -11,993 Closed
AWM
81
Avior Wealth Management
Nebraska
– -$80.2K -7,749 Closed
CBT
82
CoreFirst Bank & Trust
Kansas
– -$3.23K -312 Closed
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4