Who owns First Trust/Four Corners SFRI Fund II?
- Ticker: FCT
- CUSIP Number: 33733U108
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Analyze quarterly positions in First Trust/Four Corners SFRI Fund II with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Trust/Four Corners SFRI Fund II stock
Who bought or sold First Trust/Four Corners SFRI Fund II this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 942k | $9.5M | -14% | Dec 2023 |
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| Edgemoor Investment Advisors | 747k | $7.5M | -4% | Dec 2023 |
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| Relative Value Partners | 561k | $5.7M | 33% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 454k | $4.6M | -2% | Dec 2023 |
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| City of London Investment Management Company | 371k | $3.7M | -11% | Dec 2023 |
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| Advisors Asset Management | 264k | $2.7M | -13% | Dec 2023 |
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| D.A. Davidson & Co. | 221k | $2.2M | -6% | Dec 2023 |
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| UBS Group | 202k | $2.0M | -9% | Dec 2023 |
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| Royal Bank of Canada | 185k | $1.9M | 3% | Dec 2023 |
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| Commonwealth Equity Services | 182k | $1.8M | 8% | Dec 2023 |
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| GraniteShares Advisors | 171k | $1.8M | 15% | Mar 2024 |
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| CNH Partners | 129k | $1.3M | 2% | Dec 2023 |
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| Stifel Financial | 100k | $1.0M | -15% | Dec 2023 |
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| Advisor Group Holdings | 92k | $928k | -11% | Dec 2023 |
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| Wells Fargo & Company | 69k | $694k | 1% | Dec 2023 |
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| Landscape Capital Management | 64k | $644k | 100% | Dec 2023 |
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| Shufro Rose & Co | 52k | $524k | 2% | Dec 2023 |
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| Virtus ETF Advisers | 49k | $493k | -28% | Dec 2023 |
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| Westchester Capital Management | 43k | $437k | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 42k | $427k | 19% | Dec 2023 |
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| Rockefeller Capital Management | 39k | $394k | -13% | Dec 2023 |
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| Deschutes Portfolio Strategy | 36k | $363k | -48% | Dec 2023 |
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| AEGON USA Investment Management | 30k | $303k | 0% | Dec 2023 |
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| National Asset Management | 28k | $282k | -29% | Dec 2023 |
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| Walleye Trading Advisors | 27k | $271k | 100% | Dec 2023 |
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| Shaker Financial Services | 27k | $269k | 8% | Dec 2023 |
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| Branch Banking & Trust Company | 27k | $269k | 0% | Dec 2023 |
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| Strategic Financial Concepts | 22k | $230k | 100% | Mar 2024 |
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| WESCAP Management | 22k | $223k | 0% | Dec 2023 |
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| CWM | 21k | $220k | 15% | Mar 2024 |
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| Elequin Capital | 21k | $210k | 100% | Dec 2023 |
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| Nomura Holdings | 17k | $168k | 100% | Dec 2023 |
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| Clough Capital Partners | 17k | $167k | 0% | Dec 2023 |
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| Iwamoto Kong & Co | 16k | $164k | 0% | Dec 2023 |
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| Kingswood Wealth Advisors | 16k | $163k | -27% | Mar 2024 |
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| Raymond James & Associates | 14k | $148k | 15% | Mar 2024 |
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| Coastal Investment Advisors | 14k | $144k | -4% | Mar 2024 |
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| SeaCrest Wealth Management | 14k | $143k | 29% | Mar 2024 |
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| Whitener Capital Management | 13k | $137k | -7% | Mar 2024 |
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| RFG Advisory | 13k | $130k | 100% | Mar 2024 |
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| Kestra Advisory Services | 11k | $110k | 0% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 10k | $106k | -16% | Mar 2024 |
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| Cullen Frost Bankers | 10k | $101k | 0% | Dec 2023 |
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| Concurrent Investment Advisors | 10k | $101k | 100% | Dec 2023 |
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| Geneos Wealth Management | 9.2k | $93k | -2% | Dec 2023 |
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| Quarry | 5.7k | $57k | 0% | Dec 2023 |
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| Advisory Services Network | 4.6k | $46k | 100% | Dec 2023 |
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| Gradient Investments | 3.5k | $35k | 0% | Dec 2023 |
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| Hexagon Capital Partners | 3.3k | $34k | 0% | Mar 2024 |
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| Nbc Securities | 2.8k | $29k | 0% | Mar 2024 |
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| Whittier Trust | 1.4k | $14k | 0% | Dec 2023 |
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| Global Retirement Partners | 1.3k | $13k | 0% | Dec 2023 |
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| National Bank Of Canada /fi/ | 1.0k | $9.9k | 0% | Dec 2023 |
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| Tidemark | 653.00 | $6.6k | 100% | Dec 2023 |
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| IFP Advisors | 550.00 | $5.5k | -51% | Dec 2023 |
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| Beacon Capital Management | 383.00 | $3.8k | 0% | Dec 2023 |
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| CoreFirst Bank & Trust | 312.00 | $3.1k | 0% | Dec 2023 |
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| GPS Wealth Strategies Group | 150.00 | $1.5k | 0% | Dec 2023 |
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| Carmichael Hill & Associates | 149.00 | $1.5k | -48% | Dec 2023 |
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| Huntington National Bank | 1.00 | $10.000000 | 0% | Dec 2023 |
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Who sold out of First Trust/Four Corners SFRI Fund II?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wagner Wealth Management | Dec 2023 | 292k | $2.9M |
| Evoke Wealth | Sep 2023 | 75k | $750k |
| TFB Advisors | Sep 2023 | 18k | $181k |
| Hrt Financial | Sep 2023 | 13k | $125k |
| Stonebridge Capital Advisors | Sep 2023 | 3.2k | $32k |
| AlphaMark Advisors | Dec 2023 | 1.0k | $10k |
| Cary Street Partner Investment Advisory | Sep 2023 | 300.00 | $3.0k |