Who owns First Trust/Four Corners SFRI Fund II?

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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
Penserra Capital Management 767k $7.7M 7% Dec 2025
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Advisors Asset Management 683k $6.9M -5% Dec 2025
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Invesco 654k $6.6M 3% Dec 2025
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Edgemoor Investment Advisors 490k $4.9M -18% Dec 2025
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LPL Financial 435k $4.4M -4% Dec 2025
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Raymond James Financial 357k $3.6M 526% Dec 2025
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Sit Investment Associates 349k $3.5M 341% Dec 2025
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Ameriprise Financial 287k $2.9M 7% Dec 2025
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UBS Group 252k $2.5M 20% Dec 2025
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D.A. Davidson & Co. 252k $2.5M 3% Dec 2025
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Guggenheim Capital, LLC Managers 243k $2.4M -28% Dec 2025
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Colony 242k $2.4M 100% Dec 2025
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IFP Advisors 171k $1.7M 0% Dec 2025
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Logan Stone Capital 163k $1.6M 100% Dec 2025
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Wells Fargo & Company 126k $1.3M -9% Dec 2025
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Royal Bank of Canada 110k $1.1M -34% Sep 2025
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Stifel Financial 108k $1.1M 13% Dec 2025
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Wolverine Asset Management 96k $962k 100% Dec 2025
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RFG Advisory 91k $915k -8% Dec 2025
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Almitas Capital 88k $887k 100% Dec 2025
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Virtus Investment Advisers 84k $843k 3% Sep 2025
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Shufro Rose & Co 72k $728k -9% Dec 2025
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Susquehanna International 69k $697k 100% Dec 2025
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Baird Financial 69k $690k 10% Dec 2025
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Verity Asset Management 68k $683k 166% Dec 2025
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Janney Montgomery Scott 67k $674k -2% Dec 2025
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Cetera Investment Advisers 63k $638k 41% Dec 2025
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Cambridge Investment Research Advisors 54k $542k 0% Dec 2025
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1607 Capital Partners 54k $535k -66% Sep 2025
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Commonwealth Equity Services 51k $512k -87% Dec 2025
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Yakira Capital Management 50k $502k 100% Dec 2025
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Rockefeller Capital Management 49k $494k -14% Dec 2025
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International Assets Investment Management 44k $443k 100% Dec 2025
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Genesis Financial Group 42k $419k 100% Dec 2025
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Everstar Asset Management 41k $408k 0% Dec 2025
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Advisor Group Holdings 39k $392k 1% Dec 2025
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Readystate Asset Management 37k $371k 100% Dec 2025
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Geneos Wealth Management 35k $348k -1% Dec 2025
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Sanctuary Advisors 31k $316k -12% Dec 2025
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AEGON USA Investment Management 30k $302k 0% Dec 2025
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NWF Advisory Services 27k $265k 100% Sep 2025
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CX Institutional 24k $238k -61% Dec 2025
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Ethos Financial Group 21k $216k 2% Dec 2025
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CWM 21k $216k 0% Dec 2025
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Iwamoto Kong & Co 21k $212k 0% Dec 2025
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Kestra Advisory Services 21k $208k -40% Dec 2025
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Uhlmann Price Securities 20k $198k 3% Dec 2025
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SeaCrest Wealth Management 19k $188k -1% Dec 2025
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WESCAP Management 18k $182k 0% Dec 2025
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Sunpointe 18k $178k 0% Dec 2025
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CSS 18k $177k 100% Dec 2025
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Seven Mile Advisory 18k $177k 0% Dec 2025
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Kingswood Wealth Advisors 17k $175k 4% Dec 2025
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Nomura Holdings 15k $154k 100% Dec 2025
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Moss Adams Wealth Advisors 15k $153k -2% Dec 2025
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Nations Financial Group 14k $138k -25% Dec 2025
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CI Private Wealth 13k $131k -2% Dec 2025
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Concurrent Investment Advisors 12k $123k -4% Dec 2025
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Helium Advisors 12k $122k -75% Dec 2025
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XTX Topco 11k $107k 100% Dec 2025
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Alteri Wealth 10k $104M 0% Dec 2025
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Global Retirement Partners 10k $100k 182% Dec 2025
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Cullen Frost Bankers 8.0k $81k -38% Dec 2025
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Nbc Securities 2.8k $28k 0% Dec 2025
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MAI Wealth Advisors 2.7k $27k 0% Dec 2025
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Pinnacle Wealth Planning Services 2.6k $26k 100% Dec 2025
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Steward Partners Investment Advisory 2.5k $25k 0% Dec 2025
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National Bank Of Canada /fi/ 2.0k $20k 0% Dec 2025
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TD Waterhouse Canada 1.4k $14k 0% Dec 2025
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Whittier Trust 1.4k $14k -19% Dec 2025
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Northwestern Mutual Wealth Management Company 1.2k $12k 100% Dec 2025
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WPG Advisers 1.0k $10k -7% Dec 2025
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Bnp Paribas Arbitrage, Snc 907.00 $9.1k -12% Dec 2025
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Princeton Global Asset Management 900.00 $9.1k 0% Dec 2025
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Highline Wealth Partners 800.00 $8.1k 0% Dec 2025
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GAMMA Investing 517.00 $5.2k 0% Dec 2025
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Motiv8 Investments 514.00 $5.0k 100% Dec 2025
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Hanson McClain Advisors 500.00 $5.0k 100% Dec 2025
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Brian McDonald 497.00 $5.0k -43% Dec 2025
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CoreFirst Bank & Trust 312.00 $3.1k 0% Dec 2025
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CoreCap Advisors 241.00 $2.4k 0% Dec 2025
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Farther Finance Advisors 183.00 $1.8k 0% Dec 2025
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GPS Wealth Strategies Group 154.00 $1.6k 3% Dec 2025
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Salomon & Ludwin 112.00 $1.1k 0% Dec 2025
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Huntington National Bank 1.00 $10.000000 0% Dec 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
GraniteShares Advisors Sep 2025 296k $3.0M
Kovitz Investment Group Partners Sep 2025 219k $2.2M
Strategic Financial Concepts Sep 2025 47k $468k
Pensionmark Financial Group Sep 2025 35k $353k
Branch Banking & Trust Company Sep 2025 35k $347k
Envestnet Asset Management Sep 2025 31k $314k
Jane Street Sep 2025 31k $311k
Equitable Holdings Sep 2025 20k $197k
Advisory Services Network Sep 2025 492.00 $4.9k