WHEATON, IL
FIRST TRUST SENIOR FLOATING RATE INCOME FUND IIFCT— Latest position per institution from SEC 13F filings
15
Institutional holders
9.48M
Total shares held
77.98M
Estimated value
473.93K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
1.24M
Value
12M
Filed
Mar 31, 2026
OAKTREE CAPITAL MANAGEMENT LP
CIK 949509
Shares
809.12K
Value
7.71K
Filed
Dec 31, 2022
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
708.33K
Value
6.83K
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
693.69K
Value
6.69M
Filed
Mar 31, 2026
RELATIVE VALUE PARTNERS GROUP, LLC
CIK 1649910
Shares
570.34K
Value
5.73M
Filed
Mar 31, 2024
INVESCO LTD.
CIK 914208
Shares
564.55K
Value
5.44M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
515.24K
Value
4.97M
Filed
Mar 31, 2026
EDGEMOOR INVESTMENT ADVISORS, INC.
CIK 1313792
Shares
487.59K
Value
4.70M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
418.61K
Value
4.04M
Filed
Mar 31, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
CIK 1034546
Shares
407.78K
Value
4.22M
Filed
Mar 31, 2024
LPL FINANCIAL LLC
CIK 1403438
Shares
402.05K
Value
3.88M
Filed
Mar 31, 2026
JONES ROAD CAPITAL MANAGEMENT, L.P.
CIK 1842361
Shares
398K
Value
4.04M
Filed
Mar 31, 2025
ALMITAS CAPITAL LLC
CIK 1596468
Shares
382.86K
Value
3.69M
Filed
Mar 31, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
301.73K
Value
2.91M
Filed
Mar 31, 2026
GRANITESHARES ADVISORS LLC
CIK 1839545
Shares
295.71K
Value
2.96M
Filed
Sep 30, 2025
WAGNER WEALTH MANAGEMENT, LLC
CIK 1728657
Shares
292.32K
Value
2.95M
Filed
Dec 31, 2023
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
283.74K
Value
2.88M
Filed
Jun 30, 2025
D.A. DAVIDSON & CO.
CIK 1080107
Shares
252.30K
Value
2.43M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
227.21K
Value
2.19M
Filed
Mar 31, 2026
TFG ADVISERS LLC
CIK 1806473
Shares
222.53K
Value
2.26M
Filed
Jun 30, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 1.24M | 12M | Mar 31, 2026 |
| 2 | OAKTREE CAPITAL MANAGEMENT LP | 949509 | 809.12K | 7.71K | Dec 31, 2022 |
| 3 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 708.33K | 6.83K | Mar 31, 2026 |
| 4 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 693.69K | 6.69M | Mar 31, 2026 |
| 5 | RELATIVE VALUE PARTNERS GROUP, LLC | 1649910 | 570.34K | 5.73M | Mar 31, 2024 |
| 6 | INVESCO LTD. | 914208 | 564.55K | 5.44M | Mar 31, 2026 |
| 7 | BANK OF AMERICA CORP /DE/ | 70858 | 515.24K | 4.97M | Mar 31, 2026 |
| 8 | EDGEMOOR INVESTMENT ADVISORS, INC. | 1313792 | 487.59K | 4.70M | Mar 31, 2026 |
| 9 | RAYMOND JAMES FINANCIAL INC | 720005 | 418.61K | 4.04M | Mar 31, 2026 |
| 10 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1034546 | 407.78K | 4.22M | Mar 31, 2024 |
| 11 | LPL FINANCIAL LLC | 1403438 | 402.05K | 3.88M | Mar 31, 2026 |
| 12 | JONES ROAD CAPITAL MANAGEMENT, L.P. | 1842361 | 398K | 4.04M | Mar 31, 2025 |
| 13 | ALMITAS CAPITAL LLC | 1596468 | 382.86K | 3.69M | Mar 31, 2026 |
| 14 | AMERIPRISE FINANCIAL INC | 820027 | 301.73K | 2.91M | Mar 31, 2026 |
| 15 | GRANITESHARES ADVISORS LLC | 1839545 | 295.71K | 2.96M | Sep 30, 2025 |
| 16 | WAGNER WEALTH MANAGEMENT, LLC | 1728657 | 292.32K | 2.95M | Dec 31, 2023 |
| 17 | PATHSTONE HOLDINGS, LLC | 2011612 | 283.74K | 2.88M | Jun 30, 2025 |
| 18 | D.A. DAVIDSON & CO. | 1080107 | 252.30K | 2.43M | Mar 31, 2026 |
| 19 | UBS GROUP AG | 1610520 | 227.21K | 2.19M | Mar 31, 2026 |
| 20 | TFG ADVISERS LLC | 1806473 | 222.53K | 2.26M | Jun 30, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.