FCT Institutional Ownership & Shareholders
FIRST TRUST SNR FL RT INC II (FCT) is currently held by 49 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $63.43M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FCT tracked by InsiderSet, reporting ownership valued at approximately $11.44M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.45M, representing an estimated gain of +0.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed FCT value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Penserra Capital Management Llc, Invesco Ltd., and several other long-term asset managers with concentrated positions in FIRST TRUST SNR FL RT INC II (FCT).
This page ranks the largest institutional FCT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
49
Total Reported Value
$63.43M
Largest Holder
Morgan Stanley
Largest Position
$11.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
106
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,183,843 | $11,435,943 | $11,447,762 | +$11,819 | +0.10% | |
| Penserra Capital Management Llc | 0.05% | 736,401 | $7,113,000 | $7,120,998 | +$7,998 | +0.11% | |
| Invesco Ltd. | 0.00% | 548,313 | $5,296,704 | $5,302,187 | +$5,483 | +0.10% | |
| Bank Of America Corp | 0.00% | 473,244 | $4,571,534 | $4,576,269 | +$4,735 | +0.10% | |
| Almitas Capital Llc | 1.08% | 466,072 | $4,502,256 | $4,506,916 | +$4,660 | +0.10% | |
| Raymond James Financial Inc | 0.00% | 407,522 | $3,936,658 | $3,940,738 | +$4,080 | +0.10% | |
| Ameriprise Financial Inc | 0.00% | 299,197 | $2,890,240 | $2,893,235 | +$2,995 | +0.10% | |
| Sit Investment Associates Inc | 0.05% | 276,336 | $2,669,000 | $2,672,169 | +$3,169 | +0.12% | |
| Ubs Group Ag | 0.00% | 210,558 | $2,033,991 | $2,036,096 | +$2,105 | +0.10% | |
| Focus Partners Wealth | 0.00% | 162,321 | $1,568,023 | $1,569,644 | +$1,621 | +0.10% | |
| Logan Stone Capital, Llc | 0.33% | 161,408 | $1,559,201 | $1,560,815 | +$1,614 | +0.10% | |
| Guggenheim Capital Llc | 0.01% | 145,694 | $1,407,404 | $1,408,861 | +$1,457 | +0.10% | |
| Stifel Financial Corp | 0.00% | 143,019 | $1,381,555 | $1,382,994 | +$1,439 | +0.10% | |
| Wells Fargo & Company/Mn | 0.00% | 123,704 | $1,194,987 | $1,196,218 | +$1,231 | +0.10% | |
| Balyasny Asset Management L.P. | 0.00% | 111,522 | $1,077,303 | $1,078,418 | +$1,115 | +0.10% | |
| Css Llc/Il | 0.05% | 106,858 | $1,032,248 | $1,033,317 | +$1,069 | +0.10% | |
| Royal Bank Of Canada | 0.00% | 99,957 | $965,000 | $966,584 | +$1,584 | +0.16% | |
| Advisors Asset Management, Inc. | 0.01% | 69,247 | $835,119 | $669,618 | -$165,501 | -19.82% | |
| Cetera Investment Advisers | 0.00% | 73,003 | $705,204 | $705,939 | +$735 | +0.10% | |
| Janney Montgomery Scott Llc | 0.00% | 67,298 | $650,000 | $650,772 | +$772 | +0.12% | |
| 1607 Capital Partners, Llc | 0.06% | 65,892 | $636,517 | $637,176 | +$659 | +0.10% | |
| Shufro Rose & Co Llc | 0.03% | 62,300 | $601,818 | $602,441 | +$623 | +0.10% | |
| Osaic Holdings, Inc. | 0.00% | 56,724 | $547,961 | $548,521 | +$560 | +0.10% | |
| Yakira Capital Management, Inc. | 0.14% | 48,783 | $471,244 | $471,732 | +$488 | +0.10% | |
| Rockefeller Capital Management L.P. | 0.00% | 47,881 | $462,531 | $463,009 | +$478 | +0.10% | |
| Everstar Asset Management, Llc | 0.19% | 40,545 | $391,665 | $392,070 | +$405 | +0.10% | |
| Virtus Investment Advisers, Llc | 0.09% | 40,444 | $390,689 | $391,093 | +$404 | +0.10% | |
| Genesis Financial Group, Llc | 0.25% | 40,057 | $386,951 | $387,351 | +$400 | +0.10% | |
| Readystate Asset Management Lp | 0.02% | 38,844 | $375,233 | $375,621 | +$388 | +0.10% | |
| Geneos Wealth Management Inc. | 0.01% | 34,596 | $334,197 | $334,543 | +$346 | +0.10% | |
| Quarry Lp | 0.04% | 27,306 | $263,776 | $264,049 | +$273 | +0.10% | |
| Cwm, Llc | 0.00% | 26,346 | $253,975 | $254,766 | +$791 | +0.31% | |
| Strategic Financial Concepts, Llc | 0.08% | 26,200 | $253,092 | $253,354 | +$262 | +0.10% | |
| Apriem Advisors | 0.02% | 23,500 | $227,010 | $227,245 | +$235 | +0.10% | |
| Ethos Financial Group, Llc | 0.01% | 22,775 | $220,007 | $220,234 | +$227 | +0.10% | |
| Wescap Management Group, Inc. | 0.03% | 18,111 | $174,952 | $175,133 | +$181 | +0.10% | |
| Mai Capital Management | 0.00% | 15,645 | $151,136 | $151,287 | +$151 | +0.10% | |
| Virtu Financial Llc | 0.00% | 13,983 | $135,000 | $135,216 | +$216 | +0.16% | |
| Xtx Topco Ltd | 0.00% | 13,606 | $131,434 | $131,570 | +$136 | +0.10% | |
| Alteri Wealth Llc | 0.03% | 10,370 | $100,174 | $100,278 | +$104 | +0.10% | |
| Quantum Portfolio Management Llc | 0.02% | 4,679 | $45,199 | $45,246 | +$47 | +0.10% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 2,482 | $23,976 | $24,001 | +$25 | +0.10% | |
| Whittier Trust Co | 0.00% | 1,358 | $13,010 | $13,132 | +$122 | +0.94% | |
| Harbour Investments, Inc. | 0.00% | 1,169 | $11,293 | $11,304 | +$11 | +0.10% | |
| Bnp Paribas Financial Markets | 0.00% | 617 | $5,960 | $5,966 | +$6 | +0.11% | |
| Arax Advisory Partners | 0.00% | 418 | $4,038 | $4,042 | +$4 | +0.10% | |
| Corefirst Bank & Trust | 0.00% | 312 | $3,014 | $3,017 | +$3 | +0.10% | |
| Whittier Trust Co Of Nevada Inc | 0.00% | 306 | $2,938 | $2,959 | +$21 | +0.72% | |
| Huntington National Bank | 0.00% | 1 | $10 | $10 | -$0 | -3.30% | |
| Blackrock, Inc. | 0.00% | 1 | $8 | $10 | +$2 | +20.88% |
Frequently asked questions about FCT
Who are the largest institutional holders of FCT?
The largest institutional holders of FCT reported in the latest SEC Form 13F filings include Morgan Stanley, Penserra Capital Management Llc, Invesco Ltd., Bank Of America Corp, and Almitas Capital Llc. InsiderSet ranks institutional holders by their latest reported FCT position.
What is FCT institutional ownership?
This page tracks FCT positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST SNR FL RT INC II (FCT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FCT?
InsiderSet currently tracks 49 institutional managers reporting FCT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FCT shareholders.
How much FCT stock do institutions own?
Institutional investment managers disclosed approximately $63.43M in FCT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FCT institutional ownership last updated?
The latest FCT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FCT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FCT position after the reporting date.
Are institutions buying or selling FCT?
Institutional buying and selling can be analyzed by comparing FCT positions across consecutive 13F reporting periods. InsiderSet's FCT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FCT ownership changes.
How has FCT institutional ownership changed over time?
InsiderSet tracks FCT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.