First Trust Senior Floting Rate Income Fund II Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 2.00 M | $20.03 M | -0.28% | 7.71% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 719.61 K | $7.20 M | 8.38% | 2.77% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 714.65 K | $7.15 M | 93.20% | 2.75% |
| INVESCO LTD. | 11/13/2025 | 634.78 K | $6.35 M | 23.95% | 2.44% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 604.59 K | $6.05 M | -6.03% | 2.33% |
| EDGEMOOR INVESTMENT ADVISORS, INC. | 11/06/2025 | 600.58 K | $6.01 M | -4.47% | 2.31% |
| LPL FINANCIAL LLC | 11/12/2025 | 455.25 K | $4.55 M | -5.43% | 1.75% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 377.97 K | $3.78 M | 0.63% | 1.45% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 338.14 K | $3.38 M | -35.38% | 1.30% |
| GRANITESHARES ADVISORS LLC | 10/21/2025 | 295.71 K | $2.96 M | 9.66% | 1.14% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 268.99 K | $2.69 M | 43.08% | 1.04% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 244.59 K | $2.45 M | 3.24% | 0.94% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 218.49 K | $2.18 M | -30.71% | 0.84% |
| UBS GROUP AG | 11/13/2025 | 209.48 K | $2.09 M | 6.23% | 0.81% |
| IFP ADVISORS, INC | 02/06/2026 | 170.51 K | $1.71 M | -5.25% | 0.66% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 138.17 K | $1.38 M | 13.02% | 0.53% |
| ROYAL BANK OF CANADA | 11/14/2025 | 110.19 K | $1.10 M | -34.11% | 0.42% |
| RFG ADVISORY, LLC | 11/06/2025 | 98.56 K | $985.58 K | 192.31% | 0.38% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 95.29 K | $952.94 K | -4.44% | 0.37% |
| VIRTUS INVESTMENT ADVISERS, INC. | 11/14/2025 | 84.29 K | $842.93 K | 3.25% | 0.32% |
| SHUFRO ROSE & CO LLC | 11/12/2025 | 79.80 K | $809.17 K | -0.99% | 0.31% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 79.28 K | $793.00 K | -23.15% | 0.31% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 68.45 K | $684.00 K | 100.00% | 0.26% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 62.12 K | $621.20 K | 0.68% | 0.24% |
| CX INSTITUTIONAL | 10/23/2025 | 60.40 K | $604.00 K | 100.00% | 0.23% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 57.12 K | $571.24 K | 4.16% | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 56.99 K | $569.86 K | 25.77% | 0.22% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 53.73 K | $537.00 K | -1.36% | 0.21% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 53.46 K | $534.61 K | -66.16% | 0.21% |
| HELIUM ADVISORS LLC | 11/13/2025 | 49.16 K | $491.58 K | -44.73% | 0.19% |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 11/13/2025 | 46.80 K | $468.00 K | 11.16% | 0.18% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 45.10 K | $451.01 K | 27.43% | 0.17% |
| EVERSTAR ASSET MANAGEMENT, LLC | 11/10/2025 | 40.55 K | $405.45 K | -6.46% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 38.59 K | $390.17 K | 0.08% | 0.15% |
| SANCTUARY ADVISORS, LLC | 01/13/2026 | 35.52 K | $355.16 K | 0.00% | 0.14% |
| PENSIONMARK FINANCIAL GROUP, LLC | 10/15/2025 | 35.29 K | $352.88 K | 100.00% | 0.14% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 34.73 K | $347.31 K | 14.78% | 0.13% |
| GENEOS WEALTH MANAGEMENT INC. | 10/22/2025 | 34.72 K | $347.16 K | -15.10% | 0.13% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 34.32 K | $343.23 K | 0.29% | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 31.40 K | $313.96 K | 12.04% | 0.12% |
| JANE STREET GROUP, LLC | 11/14/2025 | 31.07 K | $310.68 K | 119.08% | 0.12% |
| AEGON USA INVESTMENT MANAGEMENT, LLC | 10/24/2025 | 30.02 K | $300.17 K | 0.00% | 0.12% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 26.54 K | $265.37 K | 9.72% | 0.10% |
| VERITY ASSET MANAGEMENT, INC. | 11/14/2025 | 25.47 K | $254.74 K | 62.05% | 0.10% |
| CWM, LLC | 10/15/2025 | 21.40 K | $214.00 K | 0.00% | 0.08% |
| ETHOS FINANCIAL GROUP, LLC | 10/23/2025 | 21.11 K | $211.08 K | 100.00% | 0.08% |
| APRIEM ADVISORS | 11/10/2025 | 21.00 K | $210.00 K | 0.00% | 0.08% |
| EQUITABLE HOLDINGS, INC. | 11/14/2025 | 19.66 K | $196.63 K | -41.44% | 0.08% |
| UHLMANN PRICE SECURITIES, LLC | 11/07/2025 | 19.10 K | $191.03 K | 2.89% | 0.07% |
| SEACREST WEALTH MANAGEMENT, LLC | 11/13/2025 | 19.09 K | $188.94 K | 5.68% | 0.07% |
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First Trust Senior Floting Rate Income Fund II institutional Ownership - FAQ's
During the previous two years, 91 institutional investors and hedge funds held shares of First Trust Senior Floting Rate Income Fund II. The most heavily invested institutionals were:
WOLVERINE ASSET MANAGEMENT LLC: 95,518
RFG Advisory, LLC: 90,817
Verity Asset Management, Inc.: 67,772
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 43,939
CX Institutional: 23,649
Ethos Financial Group, LLC: 21,449
37.68% of First Trust Senior Floting Rate Income Fund II stock is owned by institutional investors.
Institutional investors have bought a total of 10.09 M shares in the last 24 months. This purchase volume represents approximately $99.61 M in transactions.