Who Owns FIRST TR SR FLTG RATE INCOME (FCT)? -- Institutional Holders (2026-06-30)
98 institutions reported holding $85.8M of FIRST TR SR FLTG RATE INCOME (FCT) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($11.4M), Penserra Capital Management LLC ($7.1M), Advisors Asset Management, Inc. ($5.6M), Invesco Ltd. ($5.3M), Edgemoor Investment Advisors, Inc. ($4.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $11.4M | 1.2M | Trimmed |
| 2 | Penserra Capital Management LLC | $7.1M | 736,401 | Added |
| 3 | Advisors Asset Management, Inc. | $5.6M | 582,569 | Trimmed |
| 4 | Invesco Ltd. | $5.3M | 548,313 | Trimmed |
| 5 | Edgemoor Investment Advisors, Inc. | $4.7M | 481,824 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $4.6M | 473,244 | Trimmed |
| 7 | Almitas Capital LLC | $4.5M | 466,072 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $3.9M | 407,522 | Trimmed |
| 9 | LPL Financial LLC | $3.2M | 326,115 | Trimmed |
| 10 | AMERIPRISE FINANCIAL INC | $2.9M | 299,197 | Trimmed |
| 11 | SIT INVESTMENT ASSOCIATES INC | $2.7M | 276,336 | Added |
| 12 | D.A. DAVIDSON & CO. | $2.5M | 258,137 | Added |
| 13 | UBS Group AG | $2.0M | 210,558 | Trimmed |
| 14 | Focus Partners Wealth | $1.6M | 162,321 | Trimmed |
| 15 | Logan Stone Capital, LLC | $1.6M | 161,408 | Added |
| 16 | GUGGENHEIM CAPITAL LLC | $1.4M | 145,694 | Trimmed |
| 17 | STIFEL FINANCIAL CORP | $1.4M | 143,019 | Added |
| 18 | WELLS FARGO & COMPANY/MN | $1.2M | 123,704 | Trimmed |
| 19 | HOURGLASS CAPITAL, LLC | $1.1M | 111,800 | Trimmed |
| 20 | Balyasny Asset Management L.P. | $1.1M | 111,522 | Trimmed |
| 21 | CSS LLC/IL | $1.0M | 106,858 | Added |
| 22 | Royal Bank of Canada | $965,000 | 99,957 | Trimmed |
| 23 | Cetera Investment Advisers | $705,204 | 73,003 | Added |
| 24 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $693,706 | 72,261 | Added |
| 25 | Beverly Hills Private Wealth, LLC | $687,956 | 71,217 | New |
Source: SEC Form 13F filings · as of 2026-06-30