FIRST TRUST SNR FL RT INC II (FCT) Top Institutional Shareholders
FIRST TRUST SNR FL RT INC II (FCT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $76.86M in FCT holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FCT tracked by InsiderSet, reporting ownership valued at approximately $12.00M in its March 31, 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 $11.96M, representing an estimated loss of -0.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed FCT value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Advisors Asset Management, Inc., 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
85
Total Reported Value
$76.86M
Largest Holder
Morgan Stanley
Largest Position
$12.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
95
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% | 1,244,886 | $12,000,712 | $11,963,354 | -$37,358 | -0.31% | |
| Advisors Asset Management, Inc. | 0.11% | 693,692 | $6,687,191 | $6,666,380 | -$20,811 | -0.31% | |
| Invesco Ltd. | 0.00% | 564,547 | $5,442,233 | $5,425,297 | -$16,936 | -0.31% | |
| Bank Of America Corp | 0.00% | 515,236 | $4,966,876 | $4,951,418 | -$15,458 | -0.31% | |
| Edgemoor Investment Advisors, Inc. | 0.37% | 487,589 | $4,700,367 | $4,685,730 | -$14,637 | -0.31% | |
| Raymond James Financial Inc | 0.00% | 418,605 | $4,035,346 | $4,022,794 | -$12,552 | -0.31% | |
| Lpl Financial Llc | 0.00% | 402,053 | $3,875,790 | $3,863,729 | -$12,061 | -0.31% | |
| Almitas Capital Llc | 0.83% | 382,863 | $3,690,799 | $3,679,313 | -$11,486 | -0.31% | |
| Ameriprise Financial Inc | 0.00% | 301,726 | $2,908,641 | $2,899,587 | -$9,054 | -0.31% | |
| D.A. Davidson & Co. | 0.01% | 252,296 | $2,432,141 | $2,424,565 | -$7,576 | -0.31% | |
| Ubs Group Ag | 0.00% | 227,213 | $2,190,333 | $2,183,517 | -$6,816 | -0.31% | |
| Focus Partners Wealth | 0.00% | 217,576 | $2,097,442 | $2,090,905 | -$6,537 | -0.31% | |
| Guggenheim Capital Llc | 0.02% | 202,051 | $1,947,772 | $1,941,710 | -$6,062 | -0.31% | |
| Logan Stone Capital, Llc | 0.41% | 153,708 | $1,481,745 | $1,477,134 | -$4,611 | -0.31% | |
| Stifel Financial Corp | 0.00% | 135,937 | $1,310,430 | $1,306,355 | -$4,075 | -0.31% | |
| Wells Fargo & Company/Mn | 0.00% | 133,183 | $1,283,884 | $1,279,889 | -$3,995 | -0.31% | |
| Hourglass Capital, Llc | 0.23% | 113,800 | $1,097,032 | $1,093,618 | -$3,414 | -0.31% | |
| Balyasny Asset Management L.P. | 0.00% | 111,622 | $1,076,036 | $1,072,687 | -$3,349 | -0.31% | |
| Independent Advisor Alliance | 0.01% | 110,815 | $1,068,257 | $1,064,932 | -$3,325 | -0.31% | |
| Royal Bank Of Canada | 0.00% | 103,767 | $1,000,000 | $997,201 | -$2,799 | -0.28% | |
| 1607 Capital Partners, Llc | 0.07% | 94,819 | $914,055 | $911,211 | -$2,844 | -0.31% | |
| Shufro Rose & Co Llc | 0.05% | 72,300 | $696,972 | $694,803 | -$2,169 | -0.31% | |
| Verity Asset Management, Inc. | 0.28% | 69,543 | $670,395 | $668,308 | -$2,087 | -0.31% | |
| Baird Financial Group, Inc. | 0.00% | 69,046 | $665,603 | $663,532 | -$2,071 | -0.31% | |
| Cetera Investment Advisers | 0.00% | 65,666 | $633,019 | $631,050 | -$1,969 | -0.31% | |
| Osaic Holdings, Inc. | 0.00% | 57,075 | $550,213 | $548,491 | -$1,722 | -0.31% | |
| International Assets Investment Management, Llc | 0.04% | 53,039 | $504,401 | $509,705 | +$5,304 | +1.05% | |
| Virtus Investment Advisers, Llc | 0.14% | 51,545 | $496,894 | $495,347 | -$1,547 | -0.31% | |
| Yakira Capital Management, Inc. | 0.14% | 48,783 | $470,268 | $468,805 | -$1,463 | -0.31% | |
| Commonwealth Equity Services, Llc | 0.00% | 48,302 | $465,630 | $464,182 | -$1,448 | -0.31% | |
| Rockefeller Capital Management L.P. | 0.00% | 47,881 | $461,573 | $460,136 | -$1,437 | -0.31% | |
| Genesis Financial Group, Llc | 0.28% | 43,114 | $415,618 | $414,326 | -$1,292 | -0.31% | |
| Everstar Asset Management, Llc | 0.21% | 40,545 | $390,854 | $389,637 | -$1,217 | -0.31% | |
| Geneos Wealth Management Inc. | 0.01% | 34,296 | $330,613 | $329,585 | -$1,028 | -0.31% | |
| Strategic Financial Concepts, Llc | 0.06% | 26,400 | $254,496 | $253,704 | -$792 | -0.31% | |
| Cwm, Llc | 0.00% | 26,346 | $253,975 | $253,185 | -$790 | -0.31% | |
| Advisory Advocates, Llc | 0.13% | 25,200 | $248,346 | $242,172 | -$6,174 | -2.49% | |
| Rfg Advisory, Llc | 0.00% | 23,196 | $223,610 | $222,914 | -$696 | -0.31% | |
| Ethos Financial Group, Llc | 0.02% | 21,449 | $215,991 | $206,125 | -$9,866 | -4.57% | |
| Apriem Advisors | 0.02% | 21,000 | $202,440 | $201,810 | -$630 | -0.31% | |
| Uhlmann Price Securities, Llc | 0.01% | 20,246 | $195,177 | $194,564 | -$613 | -0.31% | |
| Seacrest Wealth Management, Llc | 0.02% | 18,182 | $175,274 | $174,729 | -$545 | -0.31% | |
| Wescap Management Group, Inc. | 0.03% | 18,111 | $174,590 | $174,047 | -$543 | -0.31% | |
| Kestra Advisory Services, Llc | 0.00% | 18,083 | $174,321 | $173,778 | -$543 | -0.31% | |
| Sunpointe, Llc | 0.06% | 17,697 | $170,599 | $170,068 | -$531 | -0.31% | |
| Css Llc/Il | 0.01% | 17,603 | $169,693 | $169,165 | -$528 | -0.31% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 17,097 | $164,815 | $164,302 | -$513 | -0.31% | |
| Nwf Advisory Services Inc. | 0.02% | 15,537 | $149,777 | $149,311 | -$466 | -0.31% | |
| Moss Adams Wealth Advisors Llc | 0.01% | 15,161 | $146,153 | $145,697 | -$456 | -0.31% | |
| Helium Advisors Llc | 0.11% | 12,404 | $119,576 | $119,202 | -$374 | -0.31% |
Frequently asked questions about FCT
Who owns the most FCT stock?
The largest holders of FCT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST SNR FL RT INC II (FCT).
Is FCT widely held by superinvestors?
Many widely followed stocks like FCT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FCT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.