# FIRST TR SR FLTG RATE INCOME COM

FIRST TR SR FLTG RATE INCOME COM is a security (CUSIP 33733U108) tracked across SEC portfolio filings. 91 institutional managers reported $72.0M on Form 13F as of 2026-06-30.

## Summary

- Issuer: FIRST TR SR FLTG RATE INCOME
- Class: COM
- CUSIP: 33733U108
- 13F holders: 91
- 13F value: $72.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 91 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| MORGAN STANLEY | NEW YORK, NY | $12.0M | 1,244,886 |
| [Advisors Asset Management, Inc.](https://search.stillhousedata.com/firm/46727) | Monument, CO | $6.7M | 693,692 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $5.0M | 515,236 |
| [Edgemoor Investment Advisors, Inc.](https://search.stillhousedata.com/firm/109104) | BETHESDA, MD | $4.7M | 487,589 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $4.0M | 418,605 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $3.9M | 402,053 |
| [Almitas Capital LLC](https://search.stillhousedata.com/firm/166705) | SANTA MONICA, CA | $3.7M | 382,863 |
| D.A. DAVIDSON & CO. | GREAT FALLS, MT | $2.5M | 258,137 |
| [TFG Advisers LLC](https://search.stillhousedata.com/firm/288787) | Auburn Hills, MI | $2.3M | 222,532 |
| UBS Group AG | Zurich, V8 | $2.2M | 227,213 |
| [Focus Partners Wealth](https://search.stillhousedata.com/firm/159289) | ST LOUIS, MO | $2.1M | 217,576 |
| GUGGENHEIM CAPITAL LLC | Chicago, IL | $1.9M | 202,051 |
| [Logan Stone Capital, LLC](https://search.stillhousedata.com/firm/311547) | CHICAGO, IL | $1.5M | 153,708 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $1.3M | 135,937 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $1.3M | 133,183 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/33733U108.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.