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Disclosery

FCT FIRST TR SR FLTG RATE INCOME

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COM (common), issuer CIK 1282850

85 managers (85 13F filers) reported a position in FCT shares at 2026-03-31, 8,903,043 shares in all. 10 filers opened a position and 10 filers sold out during the quarter.

Managers
85
13F filers
85
New
10
Added
20
Reduced
31
Sold out
10
Shares held by filers
8,903,043

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,244,886$12M<0.01%-224,77813F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…708,328$6.83M0.08%-58,90313F-HRTimelineGroup
Advisors Asset Management, Inc.693,692$6.69M0.11%+10,92113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.564,547$5.44M<0.01%-89,18313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/515,236$4.97M<0.01%-26,20113F-HRTimelineGroup
Edgemoor Investment Advisors, Inc.487,589$4.7M0.37%-2,44813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC418,605$4.04M<0.01%+61,88113F-HRTimelineGroup
LPL Financial LLC402,053$3.88M<0.01%-33,18313F-HRTimeline
Almitas Capital LLC382,863$3.69M0.83%+294,82913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC301,726$2.91M<0.01%+15,19013F-HR/ATimelineGroup
D.A. DAVIDSON & CO.252,296$2.43M0.01%-713F-HRTimeline
UBS Group AGin group UBS Group AG227,213$2.19M<0.01%-25,16313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth217,576$2.1M<0.01%-24,32913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC202,051$1.95M0.02%-40,62013F-HRTimelineGroup
Logan Stone Capital, LLC153,708$1.48M0.41%-9,19513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP135,937$1.31M<0.01%+28,32113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN133,183$1.28M<0.01%+7,42413F-HR/ATimelineGroup
HOURGLASS CAPITAL, LLC113,800$1.1M0.23%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management111,622$1.08M<0.01%013F-HRTimelineGroup
Independent Advisor Alliance110,815$1.07M0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA103,767$1M<0.01%-3,53813F-HRTimelineGroup
1607 Capital Partners, LLC94,819$914K0.07%+16813F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC85,914$828K0.02%-263,41513F-HRTimelineGroup
SHUFRO ROSE & CO LLC72,300$697K0.05%013F-HRTimeline
Verity Asset Management, Inc.69,543$670K0.28%+1,77113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.69,046$666K<0.01%+57013F-HRTimelineGroup
Janney Montgomery Scott LLC66,948$645K<0.01%013F-HRTimeline
Cetera Investment Advisers65,666$633K<0.01%+2,28813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,075$550K<0.01%+18,19013F-HRTimelineGroup
Cambridge Investment Research Advisors,…56,834$548K<0.01%+3,00613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…53,039$504K0.04%+9,10013F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…51,545$497K0.14%-14,35013F-HRTimelineGroup
Yakira Capital Management, Inc.48,783$470K0.14%-1,02713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,302$466K<0.01%-2,56713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…47,881$462K<0.01%-1,20413F-HRTimelineGroup
Genesis Financial Group, LLC43,114$416K0.28%+1,50713F-HRTimeline
Everstar Asset Management, LLC40,545$391K0.21%013F-HRTimeline
Geneos Wealth Management Inc.34,296$331K0.01%-23013F-HRTimeline
Strategic Financial Concepts, LLC26,400$254K0.06%new13F-HRTimeline
CWM, LLCin group CWM, LLC26,346$254K<0.01%+4,94313F-HRTimelineGroup
CX Institutional23,913$231K0.01%+26413F-HRTimeline
RFG Advisory, LLC23,196$224K<0.01%-67,62113F-HRTimeline
Ethos Financial Group, LLC21,449$216K0.02%013F-HRTimeline
Apriem Advisors21,000$202K0.02%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC20,246$195K0.01%+57813F-HRTimeline
SeaCrest Wealth Management, LLC18,182$175K0.02%-71613F-HRTimeline
WESCAP Management Group, Inc.18,111$175K0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,083$174K<0.01%-2,55713F-HRTimelineGroup
Sunpointe, LLC17,697$171K0.06%013F-HRTimeline
CSS LLC/IL17,603$170K0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,097$165K0.01%-32413F-HRTimeline
NWF Advisory Services Inc.15,537$150K0.02%-3,48013F-HRTimeline
Moss Adams Wealth Advisors LLC15,161$146K0.01%013F-HRTimeline
Advisory Advocates, LLC12,600$121K0.12%013F-HRTimeline
Helium Advisors LLC12,404$120K0.11%+31713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,200$118K<0.01%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,922$115K0.01%-1,76113F-HRTimeline
Sanctuary Advisors, LLC10,790$104K<0.01%-20,62513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,601$102K<0.01%-58,60013F-HRTimelineGroup
Alteri Wealth LLC10,370$100K0.03%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.8,000$77.1K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.4,005$38.6K<0.01%+1,19513F-HRTimeline
MAI Capital Management2,700$26K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,482$23.9K<0.01%013F-HRTimeline
Axiom Investment Management LLC2,210$21.3K0.02%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,893$18.2K<0.01%-69713F-HRTimeline
CoreCap Advisors, LLC1,741$16.8K<0.01%+1,50013F-HRTimeline
TD Waterhouse Canada Inc.1,400$13.3K<0.01%013F-HRTimeline
WHITTIER TRUST CO1,358$12.8K<0.01%013F-HRTimeline
IFP Advisors, Inc1,200$11.6K<0.01%-169,30713F-HRTimeline
HARBOUR INVESTMENTS, INC.1,169$11.3K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS907$8.74K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC900$8.68K<0.01%013F-HRTimeline
WPG Advisers, LLC839$8.09K0.01%-18813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC800$7.71K<0.01%013F-HRTimeline
Mosley Wealth Management725$7.25K<0.01%new13F-HRTimeline
Advisory Services Network, LLC492$4.74K<0.01%new13F-HRTimeline
Allworth Financial LP400$3.86K<0.01%-10013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…379$3.65K<0.01%new13F-HRTimelineGroup
CoreFirst Bank & Trust312$3.01K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC306$2.89K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.296$2.85K<0.01%new13F-HRTimelineGroup
Creative Capital Management Investments…250$2.41K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC116$1.1K<0.01%-6713F-HRTimeline
Salomon & Ludwin, LLC112$1.06K<0.01%013F-HRTimeline