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 |
|---|---|---|---|---|---|
| Morgan Stanley | 2.0M | $30M | 100% | Jun 2025 |
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| Advisors Asset Management | 720k | $7.2M | 8% | Sep 2025 |
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| Penserra Capital Management | 715k | $7.1M | 93% | Sep 2025 |
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| Invesco | 635k | $6.3M | 24% | Sep 2025 |
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| Edgemoor Investment Advisors | 601k | $6.0M | -4% | Sep 2025 |
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| LPL Financial | 455k | $4.6M | -5% | Sep 2025 |
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| Commonwealth Equity Services | 378k | $3.8M | 1% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 338k | $3.4M | -35% | Sep 2025 |
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| GraniteShares Advisors | 296k | $3.0M | 10% | Sep 2025 |
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| Ameriprise Financial | 269k | $2.7M | 43% | Sep 2025 |
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| D.A. Davidson & Co. | 245k | $2.4M | 3% | Sep 2025 |
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| TFG Advisers | 223k | $2.3M | 2% | Jun 2025 |
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| Kovitz Investment Group Partners | 219k | $2.2M | -31% | Sep 2025 |
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| UBS Group | 210k | $2.1M | 6% | Sep 2025 |
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| IFP Advisors | 171k | $1.7M | -5% | Sep 2025 |
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| Wells Fargo & Company | 138k | $1.4M | 13% | Sep 2025 |
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| Royal Bank of Canada | 110k | $1.1M | -34% | Sep 2025 |
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| RFG Advisory | 99k | $986k | 192% | Sep 2025 |
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| Stifel Financial | 95k | $953k | -4% | Sep 2025 |
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| Virtus Investment Advisers | 84k | $843k | 3% | Sep 2025 |
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| Shufro Rose & Co | 80k | $809k | -1% | Sep 2025 |
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| Sit Investment Associates | 79k | $793k | -23% | Sep 2025 |
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| Janney Montgomery Scott | 68k | $684k | 100% | Sep 2025 |
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| Baird Financial | 62k | $621k | 1% | Sep 2025 |
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| CX Institutional | 60k | $604k | 100% | Sep 2025 |
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| Rockefeller Capital Management | 57k | $571k | 4% | Sep 2025 |
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| Raymond James Financial | 57k | $570k | 26% | Sep 2025 |
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| Cambridge Investment Research Advisors | 54k | $537k | -1% | Sep 2025 |
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| 1607 Capital Partners | 54k | $535k | -66% | Sep 2025 |
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| Helium Advisors | 49k | $492k | -45% | Sep 2025 |
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| Strategic Financial Concepts | 47k | $468k | 11% | Sep 2025 |
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| Cetera Investment Advisers | 45k | $451k | 27% | Sep 2025 |
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| Everstar Asset Management | 41k | $406k | -6% | Sep 2025 |
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| Advisor Group Holdings | 39k | $390k | 0% | Sep 2025 |
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| Pensionmark Financial Group | 35k | $353k | 100% | Sep 2025 |
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| Branch Banking & Trust Company | 35k | $347k | 15% | Sep 2025 |
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| Geneos Wealth Management | 35k | $347k | -15% | Sep 2025 |
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| Kestra Advisory Services | 34k | $343k | 0% | Sep 2025 |
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| Envestnet Asset Management | 31k | $314k | 12% | Sep 2025 |
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| Jane Street | 31k | $311k | 119% | Sep 2025 |
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| AEGON USA Investment Management | 30k | $300k | 0% | Sep 2025 |
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| NWF Advisory Services | 27k | $265k | 16% | Sep 2025 |
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| Verity Asset Management | 26k | $255k | 62% | Sep 2025 |
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| CWM | 21k | $214k | 0% | Sep 2025 |
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| Ethos Financial Group | 21k | $211k | 100% | Sep 2025 |
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| Iwamoto Kong & Co | 21k | $210k | 0% | Sep 2025 |
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| Equitable Holdings | 20k | $197k | -41% | Sep 2025 |
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| Uhlmann Price Securities | 19k | $191k | 3% | Sep 2025 |
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| SeaCrest Wealth Management | 19k | $189k | 6% | Sep 2025 |
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| Nations Financial Group | 18k | $181k | 0% | Sep 2025 |
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| WESCAP Management | 18k | $181k | 0% | Sep 2025 |
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| Sunpointe | 18k | $177k | 0% | Sep 2025 |
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| Seven Mile Advisory | 18k | $176k | 100% | Sep 2025 |
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| Kingswood Wealth Advisors | 17k | $167k | -2% | Sep 2025 |
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| Moss Adams Wealth Advisors | 15k | $154k | -7% | Sep 2025 |
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| CI Private Wealth | 13k | $133k | 100% | Sep 2025 |
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| Cullen Frost Bankers | 13k | $130k | 0% | Sep 2025 |
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| Concurrent Investment Advisors | 13k | $127k | 0% | Sep 2025 |
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| Alteri Wealth | 10k | $104M | 100% | Sep 2025 |
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| Global Retirement Partners | 3.5k | $35k | 2% | Sep 2025 |
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| Nbc Securities | 2.8k | $28k | 0% | Sep 2025 |
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| MAI Wealth Advisors | 2.7k | $27k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 2.5k | $25k | 7200% | Sep 2025 |
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| National Bank Of Canada /fi/ | 2.0k | $20k | 0% | Sep 2025 |
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| Whittier Trust | 1.7k | $157k | 23% | Sep 2025 |
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| TD Waterhouse Canada | 1.4k | $14k | 0% | Sep 2025 |
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| WPG Advisers | 1.1k | $11k | 100% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 1.0k | $10k | 100% | Sep 2025 |
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| Princeton Global Asset Management | 900.00 | $9.0k | 0% | Sep 2025 |
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| Brian McDonald | 878.00 | $8.8k | 12% | Sep 2025 |
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| Highline Wealth Partners | 800.00 | $8.0k | 100% | Sep 2025 |
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| GAMMA Investing | 517.00 | $5.2k | 0% | Sep 2025 |
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| Advisory Services Network | 492.00 | $4.9k | 100% | Sep 2025 |
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| CoreFirst Bank & Trust | 312.00 | $3.1k | 0% | Sep 2025 |
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| CoreCap Advisors | 241.00 | $2.4k | 0% | Sep 2025 |
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| Farther Finance Advisors | 183.00 | $1.8k | 38% | Sep 2025 |
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| GPS Wealth Strategies Group | 150.00 | $1.5k | 0% | Sep 2025 |
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| Salomon & Ludwin | 112.00 | $1.1k | 0% | Sep 2025 |
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| Huntington National Bank | 1.00 | $10.000000 | 0% | Sep 2025 |
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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 |
|---|---|---|---|
| Pathstone Holdings | Jun 2025 | 284k | $2.9M |
| Shaker Financial Services | Jun 2025 | 166k | $1.7M |
| Ameriflex Group | Jun 2025 | 18k | $178k |
| Tactive Advisors | Jun 2025 | 11k | $114k |
| Landscape Capital Management | Jun 2025 | 11k | $113k |
| Accredited Investor Services | Jun 2025 | 10k | $103k |
| Pnc Financial Services | Jun 2025 | 7.00 | $71.000300 |