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5%+ stakes · Schedule 13D and 13G

First Trust Senior Floating Rate Income Fund Ii: 5%+ holders

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MentionFox check on First Trust Senior Floating Rate Income Fund Ii: only 2 sources on file so far (checked 6 November 2026). Run a full check before you rely on it. mentionfox.com/c/stakes/first-trust-senior-floating-rate-income-fund-ii

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Who has reported owning 5% or more of First Trust Senior Floating Rate Income Fund Ii, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, First Trust Senior Floating Rate Income Fund Ii has Schedule 13D or 13G filings on record, none whose latest reports a stake of 5% or more. 2 filings are on record since August 7, 2025 (Schedule 13G/A, February 11, 2026).

Morgan Stanley also filed stake reports on 182 other companies ↓

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At 5% or more0
Filings2
Latest filing2026-02-11

First Trust Senior Floating Rate Income Fund Ii has 2 Schedule 13D or 13G filings on record since 2025-08-07. No holder's latest filing reports 5% or more. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
4.1%1,061,383SCHEDULE 13G/A, 2026-02-112025-12-31

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More on First Trust Senior Floating Rate Income Fund Ii and the records around it.

Companies that share a holder

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Example from a real report (our sample on Target): “Target eliminated approximately 1,800 corporate positions, with around 1,000 employees receiving layoff notices and the remainder accounted for by eliminating open roles.” Source: NBC News

A Full Report on First Trust Senior Floating Rate Income Fund Ii: verified, sourced, every claim cited, ready in a few minutes. See pricing.

What the Full Report on First Trust Senior Floating Rate Income Fund Ii covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    2 cited sources found

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First screen of a real sample Full Report on EchoStar: the verdict, 17 sections, 63 cited sources, built 2026-10-21A real finished report, first screen. Opens in a new tab.

Timeline

FiledHolderPercentFiling
2025-08-07Morgan Stanley5.1%SCHEDULE 13G
2026-02-11Morgan Stanley4.1%SCHEDULE 13G/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/first-trust-senior-floating-rate-income-fund-ii
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2
Who owns 5% or more of First Trust Senior Floating Rate Income Fund Ii? Stakes filed. MentionFox, 2026-11-06. https://mentionfox.com/stakes/first-trust-senior-floating-rate-income-fund-ii