FCT

First Trust SNR FL RT Inc II
UnclassifiedUSCUSIP 33733U108◍ Confluence graph
Tracked 13F Holders
82
-26 QoQ
13F Value (tracked)
$65.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)17 adding · 12 trimming
Insider net (180d)$0

Who owns FCT?

82 tracked 13F filers

82 tracked 13F filers disclose a position in FCT as of the latest SEC 13F filings, a combined $65.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$12.0M
1.2M
−15%
Reduced · −225K sh
Q1 2026
2BANK OF AMERICA CORP /DE/
$5.0M
515K
−4.8%
Reduced · −26K sh
Q1 2026
3Edgemoor Investment Advisors, Inc.
$4.7M
482K
−1.2%
Reduced · −6K sh
Q2 2026
4Almitas Capital LLC
$4.5M
466K
+22%
Added · +83K sh
Q2 2026
5RAYMOND JAMES FINANCIAL INC
$4.0M
419K
+17%
Added · +62K sh
Q1 2026
6LPL Financial LLC
$3.9M
402K
−7.6%
Reduced · −33K sh
Q1 2026
7AMERIPRISE FINANCIAL INC
$2.9M
302K
+5.3%
Added · +15K sh
Q1 2026
8D.A. DAVIDSON & CO.
$2.5M
258K
+2.3%
Added · +6K sh
Q2 2026
9UBS Group AG
$2.2M
227K
−10.0%
Reduced · −25K sh
Q1 2026
10Focus Partners Wealth
$2.1M
218K
−10%
Reduced · −24K sh
Q1 2026
11GUGGENHEIM CAPITAL LLC
$1.9M
202K
−17%
Reduced · −41K sh
Q1 2026
12Logan Stone Capital, LLC
$1.5M
154K
−5.6%
Reduced · −9K sh
Q1 2026
13STIFEL FINANCIAL CORP
$1.3M
136K
+26%
Added · +28K sh
Q1 2026
14WELLS FARGO & COMPANY/MN
$1.3M
133K
+5.9%
Added · +7K sh
Q1 2026
15HOURGLASS CAPITAL, LLC
$1.1M
112K
−1.8%
Reduced · −2K sh
Q2 2026
16BALYASNY ASSET MANAGEMENT L.P.
$1.1M
112K
Held
Q1 2026
17ROYAL BANK OF CANADA
$1.0M
104K
−3.3%
Reduced · −4K sh
Q1 2026
18INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
$694K
72K
+36%
Added · +19K sh
Q2 2026
19Beverly Hills Private Wealth, LLC
$688K
71K
New
+71K sh
Q2 2026
20Advisors Asset Management, Inc.
$835K
69K
−88%
Reduced · −513K sh
Q3 2026
21Baird Financial Group, Inc.
$666K
69K
+0.8%
Added · +570 sh
Q1 2026
221607 Capital Partners, LLC
$637K
66K
−31%
Reduced · −29K sh
Q2 2026
23Cetera Investment Advisers
$633K
66K
+3.6%
Added · +2K sh
Q1 2026
24SHUFRO ROSE & CO LLC
$602K
62K
−14%
Reduced · −10K sh
Q2 2026
25OSAIC HOLDINGS, INC.
$550K
57K
+47%
Added · +18K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FCT being bought or sold by institutions?

Last quarter, 7 funds opened a new position in FCT and 10 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
7
funds
Added
10
funds
Reduced
12
funds
Exited
0
funds

Funds that own FCT also own

CompanyCo-held byCombined value
APPLE INCAAPL38 funds$4.8B
BROADCOM INCAVGO38 funds$1.6B
CHEVRON CORPCVX38 funds$512.6M
NVIDIA CORPNVDA37 funds$3.8B
AMAZON.COM INCAMZN37 funds$2.8B
MICROSOFT CORPMSFT37 funds$2.6B
META PLATFORMS INC-CLASS AMETA37 funds$1.5B
ALPHABET INC-CL AGOOGL36 funds$2.1B
WALMART INCWMT36 funds$917.0M
JOHNSON & JOHNSONJNJ36 funds$873.2M
CATERPILLAR INCCAT36 funds$743.4M
ADVANCED MICRO DEVICESAMD35 funds$637.1M

Ranked by how many of FCT's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Dec 16, 2024BOWEN JAMES ADirectorSell (S)4K$41K
Dec 28, 2021KADLEC THOMAS RDirectorSell (S)719$9K
Sep 3, 2019HOUSEY WILLIAM A JRInsiderBuy (P)1K$12K
Sep 3, 2019HOUSEY WILLIAM A JRInsiderBuy (P)500$6K
Sep 3, 2019HOUSEY WILLIAM A JRInsiderBuy (P)500$6K
Sep 3, 2019HOUSEY WILLIAM A JRInsiderBuy (P)500$6K
Sep 3, 2019HOUSEY WILLIAM A JRInsiderBuy (P)200$2K
Aug 29, 2019FRIES SCOTT DInsiderBuy (P)428$5K
Jan 6, 2016HOUSEY WILLIAM A JRInsiderBuy (P)250$3K
Aug 24, 2015BOWEN JAMES ADirectorBuy (P)4K$51K
May 6, 2015MCGAREL DAVIDOfficer-Investment AdviserBuy (P)2K$27K
Jan 25, 2012LINDQUIST DANIEL JVice PresidentBuy (P)200$3K

Institutional ownership over time

52 funds+5 since Q3 2024
03978Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $26.8M

Recent filings

15 shown

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Connected entities for FCT

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Ask your agent what changed in FCT

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FCT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FCT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FCT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.