Latest imported 13F data
FCT

FIRST TR SR FLTG RATE INCOME

Institutional Ownership · Q4 2025

Filing: Q4 2025

FIRST TR SR FLTG RATE INCOME (FCT) is held by 80 institutional investors with combined holdings of $89M. Major holders include MORGAN STANLEY, Penserra Capital Manageme, Advisors Asset Management.

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Institutional Holders
80
Total Value
$89.3M
Ownership %
34.1%

🏦 Top Institutional Holders

MORGAN STANLEY
1.5M shares
$14.8M
5.66% ownership
Penserra Capital Management LLC
767.2K shares
$7.7M
2.95% ownership
Advisors Asset Management, Inc.
682.8K shares
$6.9M
2.63% ownership
Invesco Ltd.
653.7K shares
$6.6M
2.52% ownership
BANK OF AMERICA CORP /DE/
541.4K shares
$5.5M
2.08% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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