Institutional Ownership
First Tr Sr Fltg Rate Income
CUSIP 33733U108COMFCTQ1 2026
13D / 13G Filings
19
Schedule 13D/13G on record
Beneficial Filers
6
Distinct reporting persons
Largest Stake
9.0%
Max % of class reported
Institutional Holders
85
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
19 filings · latest Feb 11, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 11, 2026 | Morgan Stanley | 13G/A | 4.1% | 1.06M | SEC |
| 2 | Aug 7, 2025 | Morgan Stanley | 13G | 5.1% | 1.33M | SEC |
| 3 | Nov 14, 2024 | Morgan Stanley | 13G/A | 3.2% | 820.0K | SEC |
| 4 | Nov 6, 2024 | Lpl Financial LLC | 13G/A | 3.5% | 896.6K | SEC |
| 5 | Feb 9, 2024 | Lpl Financial LLC | 13G/A | 5.3% | 1.36M | SEC |
| 6 | Feb 9, 2024 | Morgan Stanley | 13G | 8.1% | 2.10M | SEC |
| 7 | Jan 17, 2023 | Lpl Financial LLC | 13G/A | 7.7% | 2.00M | SEC |
| 8 | Feb 14, 2022 | Lpl Financial LLC | 13G | 5.9% | 1.53M | SEC |
| 9 | Jan 31, 2022 | Bank Of America Corp /De/ | 13G/A | 5.0% | 1.29M | SEC |
| 10 | Feb 8, 2021 | Bank Of America Corp /De/ | 13G/A | 7.0% | 1.82M | SEC |
9 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for First Tr Sr Fltg Rate Income.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 1.24M | $12.00M |
| 2 | Advisors Asset Management, Inc. | 693.7K | $6.69M |
| 3 | Invesco Ltd. | 564.5K | $5.44M |
| 4 | Bank Of America Corp /De/ | 515.2K | $4.97M |
| 5 | Edgemoor Investment Advisors, Inc. | 487.6K | $4.70M |
| 6 | Raymond James Financial Inc | 418.6K | $4.04M |
| 7 | Lpl Financial LLC | 402.1K | $3.88M |
| 8 | Almitas Capital LLC | 382.9K | $3.69M |
| 9 | Ameriprise Financial Inc | 301.7K | $2.91M |
| 10 | D.A. Davidson & Co. | 252.3K | $2.43M |