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 | 05/15/2026 | 1.24 M | $12.00 M | -15.29% | 4.79% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 708.33 K | $6.83 M | -7.68% | 2.73% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 693.69 K | $6.69 M | 1.60% | 2.67% |
| INVESCO LTD. | 05/12/2026 | 564.55 K | $5.44 M | -13.64% | 2.17% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 515.24 K | $4.97 M | -4.84% | 1.98% |
| EDGEMOOR INVESTMENT ADVISORS, INC. | 05/13/2026 | 487.59 K | $4.70 M | -0.50% | 1.88% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 418.61 K | $4.04 M | 17.35% | 1.61% |
| LPL FINANCIAL LLC | 05/06/2026 | 402.05 K | $3.88 M | -7.62% | 1.55% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 382.86 K | $3.69 M | 334.90% | 1.47% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 301.73 K | $2.91 M | 5.30% | 1.16% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 252.30 K | $2.43 M | 0.00% | 0.97% |
| UBS GROUP AG | 05/05/2026 | 227.21 K | $2.19 M | -9.97% | 0.87% |
| COLONY GROUP, LLC | 05/15/2026 | 217.58 K | $2.10 M | -10.06% | 0.84% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 202.05 K | $1.95 M | -16.74% | 0.78% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 153.71 K | $1.48 M | -5.64% | 0.59% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 135.94 K | $1.31 M | 26.32% | 0.52% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 133.18 K | $1.28 M | 5.90% | 0.51% |
| HOURGLASS CAPITAL, LLC | 05/04/2026 | 113.80 K | $1.10 M | 100.00% | 0.44% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 111.62 K | $1.08 M | 0.00% | 0.43% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 110.82 K | $1.07 M | 100.00% | 0.43% |
| ROYAL BANK OF CANADA | 05/15/2026 | 103.77 K | $1.00 M | -3.30% | 0.40% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 94.82 K | $914.06 K | 0.18% | 0.36% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 85.91 K | $828.00 K | -75.41% | 0.33% |
| SHUFRO ROSE & CO LLC | 05/15/2026 | 72.30 K | $696.97 K | 0.00% | 0.28% |
| VERITY ASSET MANAGEMENT, INC. | 04/21/2026 | 69.54 K | $670.40 K | 2.61% | 0.27% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 69.05 K | $665.60 K | 0.83% | 0.27% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 66.95 K | $645.00 K | 0.00% | 0.26% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 65.67 K | $633.02 K | 3.61% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 57.08 K | $550.21 K | 46.78% | 0.22% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 56.83 K | $548.00 K | 5.58% | 0.22% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 53.04 K | $504.40 K | 20.71% | 0.20% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 51.55 K | $496.89 K | -21.78% | 0.20% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 05/14/2026 | 48.78 K | $470.27 K | -2.06% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 48.30 K | $465.63 K | -5.05% | 0.19% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 47.88 K | $461.57 K | -2.45% | 0.18% |
| 05/18/2026 | 43.11 K | $415.62 K | 3.62% | 0.17% | |
| EVERSTAR ASSET MANAGEMENT, LLC | 04/16/2026 | 40.55 K | $390.85 K | 0.00% | 0.16% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 34.30 K | $330.61 K | -0.67% | 0.13% |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 05/13/2026 | 26.40 K | $254.50 K | 100.00% | 0.10% |
| CWM, LLC | 05/14/2026 | 26.35 K | $253.98 K | 23.09% | 0.10% |
| CX INSTITUTIONAL | 04/06/2026 | 23.91 K | $231.00 K | 1.12% | 0.09% |
| RFG ADVISORY, LLC | 04/20/2026 | 23.20 K | $223.61 K | -74.46% | 0.09% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 21.45 K | $215.99 K | 0.00% | 0.08% |
| APRIEM ADVISORS | 05/15/2026 | 21.00 K | $202.44 K | 0.00% | 0.08% |
| UHLMANN PRICE SECURITIES, LLC | 04/16/2026 | 20.25 K | $195.18 K | 2.94% | 0.08% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 18.18 K | $175.27 K | -3.79% | 0.07% |
| WESCAP MANAGEMENT GROUP, INC. | 05/12/2026 | 18.11 K | $174.59 K | 0.00% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 18.08 K | $174.32 K | -12.39% | 0.07% |
| SUNPOINTE, LLC | 04/21/2026 | 17.70 K | $170.60 K | 0.00% | 0.07% |
| CSS LLC/IL | 05/15/2026 | 17.60 K | $169.69 K | 0.00% | 0.07% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
First Trust Senior Floting Rate Income Fund II institutional Ownership - FAQ's
During the previous two years, 128 institutional investors and hedge funds held shares of First Trust Senior Floting Rate Income Fund II. The most heavily invested institutionals were:
MORGAN STANLEY: 1.24 M
Penserra Capital Management LLC: 708,328
Advisors Asset Management, Inc.: 693,692
Invesco Ltd.: 564,547
BANK OF AMERICA CORP /DE/: 515,236
Edgemoor Investment Advisors, Inc.: 487,589
34.26% of First Trust Senior Floting Rate Income Fund II stock is owned by institutional investors.
Institutional investors have bought a total of 10.34 M shares in the last 24 months. This purchase volume represents approximately $99.89 M in transactions.