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First Trust/Four Corners SFRI Fund II shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of First Trust/Four Corners SFRI Fund II (FCT) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in First Trust/Four Corners SFRI Fund II

Tip: Access up to 7 years of quarterly data

All positions including First Trust/Four Corners SFRI Fund II held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust/Four Corners SFRI Fund II by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $163k 16k 10.35
2023-12-31 $218k 22k 10.09

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Top funds holding First Trust/Four Corners SFRI Fund II

Bank of America Corporation
Edgemoor Investment Advisors
Relative Value Partners
Guggenheim Capital, LLC Managers
City of London Investment Management Company
Advisors Asset Management
Commonwealth Equity Services
D.A. Davidson & Co.
UBS Group
Royal Bank of Canada
GraniteShares Advisors
CNH Partners
Stifel Financial
Advisor Group Holdings
Wells Fargo & Company

View all funds holding First Trust/Four Corners SFRI Fund II