FCT — First Tr Sr Fltg Rate Income Institutional Holders · Q2 2026

Name: Who Owns FCT? 97 Institutions Hold $85.8M (Q2 2026)
Creator: ko.io

Who owns First Tr Sr Fltg Rate Income (FCT)? 97 institutions reported holding $85.76M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Morgan Stanley ($11.4M), Penserra Capital Management LLC ($7.1M), Advisors Asset Management, Inc. ($5.6M).

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