Who Owns FCT?

First Trust Senior Floating Rate Income Fund II — Institutional Ownership & 13F Holdings

$9.80

-0.01 (-0.05%)

Market Cap

$258.5M

Shares Outstanding

25,983,388

Institutional Holders

73

Total Inst. Value

$87.9M

% of Float Held

QoQ Holder Change

+23

Institutional data as of Q1 2025

New Positions

14

Closed Positions

10

Increased

25

Decreased

23

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1MORGAN STANLEY$19.0M1,869,359
2Edgemoor Investment Advisors, Inc.$6.5M639,011
3BANK OF AMERICA CORP /DE/$6.4M630,560
4GUGGENHEIM CAPITAL LLC$6.4M628,899
5Advisors Asset Management, Inc.$6.4M626,785
6JONES ROAD CAPITAL MANAGEMENT, L.P.$4.0M398,000
7Invesco Ltd.$3.8M374,797
8Penserra Capital Management LLC$3.6M358,963
9GraniteShares Advisors LLC$2.6M252,814
10D.A. DAVIDSON & CO.$2.3M222,315

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
MORGAN STANLEY+87K$19.0M
Advisors Asset Management, Inc.+62K$6.4M
GraniteShares Advisors LLC+15K$2.6M
TFG Advisers LLCNew+219K$2.2M
UBS Group AG+16K$1.9M

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Frequently Asked Questions

How many institutional investors hold FCT?

As of Q1 2025, 73 institutional investors report holding FCT (First Trust Senior Floating Rate Income Fund II) in their 13F filings.

Which hedge fund owns the most FCT?

The largest institutional holder of FCT is MORGAN STANLEY with $19.0M in shares.

Are institutions buying or selling FCT?

This quarter, 14 institutions opened new positions in FCT and 10 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.