FIRST TRUST SENIOR FLOATING RATE INCOME FUND II
Institutional Ownership & Holdings Analysis
About
first-trust-senior-floating-rate-income-fund-ii is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | MORGAN STANLEY(2025-03-31) | $8.3M |
| 2 | Edgemoor Investment Advisors, Inc.(2025-03-31) | $6.5M |
| 3 | BANK OF AMERICA CORP /DE/(2025-03-31) | $6.4M |
| 4 | GUGGENHEIM CAPITAL LLC(2025-03-31) | $6.4M |
| 5 | Advisors Asset Management, Inc.(2025-03-31) | $6.4M |
| 6 | LPL Financial LLC(2025-03-31) | $5.0M |
| 7 | Pathstone Holdings, LLC(2025-03-31) | $4.4M |
| 8 | JONES ROAD CAPITAL MANAGEMENT, L.P.(2025-03-31) | $4.0M |
| 9 | Invesco Ltd.(2025-03-31) | $3.8M |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC(2025-03-31) | $3.7M |
| 11 | Kovitz Investment Group Partners, LLC(2025-03-31) | $3.4M |
| 12 | GraniteShares Advisors LLC(2025-03-31) | $2.6M |
| 13 | D.A. DAVIDSON & CO.(2025-03-31) | $2.3M |
| 14 | TFG Advisers LLC(2025-03-31) | $2.2M |
| 15 | UBS Group AG(2025-03-31) | $1.9M |
| 16 | IFP Advisors, Inc(2025-03-31) | $1.8M |
| 17 | ROYAL BANK OF CANADA(2025-03-31) | $1.7M |
| 18 | Shaker Financial Services, LLC(2025-03-31) | $1.7M |
| 19 | 1607 Capital Partners, LLC(2025-03-31) | $1.6M |
| 20 | AMERIPRISE FINANCIAL INC(2025-03-31) | $1.5M |
As of 2025-03-31
Value:$8.3M
As of 2025-03-31
Value:$6.5M
As of 2025-03-31
Value:$6.4M
As of 2025-03-31
Value:$6.4M
As of 2025-03-31
Value:$6.4M
As of 2025-03-31
Value:$5.0M
As of 2025-03-31
Value:$4.4M
As of 2025-03-31
Value:$4.0M
As of 2025-03-31
Value:$3.8M
As of 2025-03-31
Value:$3.7M
As of 2025-03-31
Value:$3.4M
As of 2025-03-31
Value:$2.6M
As of 2025-03-31
Value:$2.3M
As of 2025-03-31
Value:$2.2M
#15UBS Group AG
As of 2025-03-31
Value:$1.9M
As of 2025-03-31
Value:$1.8M
As of 2025-03-31
Value:$1.7M
As of 2025-03-31
Value:$1.7M
As of 2025-03-31
Value:$1.6M
As of 2025-03-31
Value:$1.5M
Total Institutional Holders:83
Top 10 Holders Own:58.9%