Who owns First Trust/Four Corners SFRI Fund II?
- Ticker: FCT
- CUSIP Number: 33733U108
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust/Four Corners SFRI Fund II with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| LPL Financial | 884k | $9.2M | -25% | Sep 2024 |
|
| Penserra Capital Management | 737k | $7.6M | 100% | Sep 2024 |
|
| Bank of America Corporation | 724k | $7.5M | -9% | Sep 2024 |
|
| Edgemoor Investment Advisors | 704k | $7.3M | -2% | Sep 2024 |
|
| Guggenheim Capital, LLC Managers | 578k | $6.0M | 62% | Sep 2024 |
|
| Pathstone Holdings | 495k | $5.1M | 522% | Sep 2024 |
|
| Advisors Asset Management | 450k | $4.7M | 20% | Sep 2024 |
|
| Jones Road Capital Management | 431k | $4.5M | 2% | Sep 2024 |
|
| Invesco | 378k | $3.9M | 19% | Sep 2024 |
|
| Kovitz Investment Group Partners | 357k | $3.6M | 100% | Sep 2024 |
|
| Commonwealth Equity Services | 344k | $3.6M | 13% | Sep 2024 |
|
| 1607 Capital Partners | 301k | $3.1M | -18% | Sep 2024 |
|
| D.A. Davidson & Co. | 234k | $2.4M | -3% | Sep 2024 |
|
| GraniteShares Advisors | 234k | $2.4M | 19% | Sep 2024 |
|
| TFG Advisers | 212k | $2.2M | -2% | Sep 2024 |
|
| UBS Group | 197k | $2.0M | -1% | Sep 2024 |
|
| Royal Bank of Canada | 167k | $1.7M | 2% | Sep 2024 |
|
| Ameriprise Financial | 130k | $1.3M | 16% | Sep 2024 |
|
| Sit Investment Associates | 113k | $1.2M | 0% | Sep 2024 |
|
| TrueMark Investments | 90k | $934k | 100% | Sep 2024 |
|
| Stifel Financial | 83k | $857k | 0% | Sep 2024 |
|
| Shufro Rose & Co | 82k | $823k | 100% | Sep 2024 |
|
| Wells Fargo & Company | 80k | $833k | 40% | Sep 2024 |
|
| Virtus ETF Advisers | 70k | $728k | -17% | Sep 2024 |
|
| Baird Financial | 60k | $626k | 4% | Sep 2024 |
|
| Shaker Financial Services | 57k | $594k | -12% | Sep 2024 |
|
| Rockefeller Capital Management | 48k | $498k | 0% | Sep 2024 |
|
| Advisor Group Holdings | 47k | $484k | 100% | Sep 2024 |
|
| Cetera Investment Advisers | 47k | $483k | 26% | Sep 2024 |
|
| Everstar Asset Management | 46k | $480k | 100% | Sep 2024 |
|
| Sanctuary Advisors | 40k | $417k | -21% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 37k | $386k | 1% | Sep 2024 |
|
| Geneos Wealth Management | 36k | $367k | 236% | Dec 2024 |
|
| Kingswood Wealth Advisors | 32k | $331k | 27% | Dec 2024 |
|
| AEGON USA Investment Management | 30k | $311k | 0% | Sep 2024 |
|
| Branch Banking & Trust Company | 29k | $298k | 8% | Sep 2024 |
|
| Strategic Financial Concepts | 28k | $289k | -89% | Sep 2024 |
|
| Envestnet Asset Management | 27k | $283k | 8% | Sep 2024 |
|
| Landscape Capital Management | 26k | $273k | -34% | Sep 2024 |
|
| RFG Advisory | 26k | $272k | 23% | Dec 2024 |
|
| WESCAP Management | 22k | $229k | 0% | Sep 2024 |
|
| CWM | 21k | $222k | 1% | Sep 2024 |
|
| Iwamoto Kong & Co | 21k | $218k | 5% | Sep 2024 |
|
| Nations Financial Group | 21k | $212k | 100% | Sep 2024 |
|
| SeaCrest Wealth Management | 17k | $178k | 11% | Dec 2024 |
|
| Moss Adams Wealth Advisors | 17k | $171k | 100% | Dec 2024 |
|
| Kestra Advisory Services | 11k | $118k | 0% | Sep 2024 |
|
| Concurrent Investment Advisors | 11k | $116k | 0% | Sep 2024 |
|
| Raymond James & Associates | 11k | $111k | -19% | Sep 2024 |
|
| Cullen Frost Bankers | 10k | $104k | 0% | Sep 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 7.7k | $80k | 22% | Dec 2024 |
|
| Global Retirement Partners | 3.3k | $34k | 157% | Sep 2024 |
|
| Clear Point Advisors | 2.3k | $24k | 3% | Sep 2024 |
|
| Whittier Trust | 1.4k | $14k | 0% | Sep 2024 |
|
| Brian McDonald | 1.0k | $10k | -53% | Sep 2024 |
|
| National Bank Of Canada /fi/ | 1.0k | $10k | 0% | Sep 2024 |
|
| Pnc Financial Services | 722.00 | $7.5k | 100% | Sep 2024 |
|
| GAMMA Investing | 517.00 | $5.4k | 0% | Dec 2024 |
|
| Hexagon Capital Partners | 482.00 | $5.0k | 3% | Sep 2024 |
|
| CoreCap Advisors | 371.00 | $3.8k | 0% | Sep 2024 |
|
| GPS Wealth Strategies Group | 150.00 | $1.6k | 0% | Dec 2024 |
|
| Carmichael Hill & Associates | 149.00 | $1.5k | 0% | Sep 2024 |
|
| Nbc Securities | 2.00 | $29.000000 | -100% | Dec 2024 |
|
| Huntington National Bank | 1.00 | $10.000000 | 0% | Sep 2024 |
|
Who sold out of First Trust/Four Corners SFRI Fund II?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Westchester Capital Management | Jun 2024 | 33k | $337k |
| Jane Street | Jun 2024 | 19k | $191k |
| Simplicity Wealth | Jun 2024 | 18k | $180k |
| Coastal Investment Advisors | Jun 2024 | 14k | $144k |
| Wolverine Asset Management | Jun 2024 | 7.9k | $80k |
| Beacon Capital Management | Jun 2024 | 383.00 | $3.9k |
| Chris Bulman | Jun 2024 | 250.00 | $2.5k |
| Assetmark | Jun 2024 | 14.00 | $140.999600 |