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 | 2.5M | $30M | 0% | Jun 2024 |
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| LPL Financial | 884k | $9.2M | -25% | Sep 2024 |
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| Penserra Capital Management | 737k | $7.6M | 100% | Sep 2024 |
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| Bank of America Corporation | 724k | $7.5M | -9% | Sep 2024 |
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| Edgemoor Investment Advisors | 704k | $7.3M | -2% | Sep 2024 |
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| Guggenheim Capital, LLC Managers | 578k | $6.0M | 62% | Sep 2024 |
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| Pathstone Holdings | 495k | $5.1M | 522% | Sep 2024 |
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| Advisors Asset Management | 450k | $4.7M | 20% | Sep 2024 |
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| Jones Road Capital Management | 431k | $4.5M | 2% | Sep 2024 |
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| Invesco | 378k | $3.9M | 19% | Sep 2024 |
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| Kovitz Investment Group Partners | 357k | $3.6M | 100% | Sep 2024 |
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| Commonwealth Equity Services | 344k | $3.6M | 13% | Sep 2024 |
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| 1607 Capital Partners | 301k | $3.1M | -18% | Sep 2024 |
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| D.A. Davidson & Co. | 241k | $2.4M | 6% | Jun 2024 |
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| GraniteShares Advisors | 234k | $2.4M | 19% | Sep 2024 |
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| TFG Advisers | 212k | $2.2M | -2% | Sep 2024 |
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| Royal Bank of Canada | 167k | $1.7M | 2% | Sep 2024 |
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| TrueMark Investments | 90k | $934k | 100% | Sep 2024 |
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| Stifel Financial | 83k | $835k | -9% | Jun 2024 |
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| Shufro Rose & Co | 82k | $823k | 66% | Sep 2024 |
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| Wells Fargo & Company | 80k | $833k | 40% | Sep 2024 |
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| Shaker Financial Services | 57k | $594k | -12% | Sep 2024 |
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| Rockefeller Capital Management | 48k | $484k | -2% | Jun 2024 |
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| Advisor Group Holdings | 47k | $484k | -50% | Sep 2024 |
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| Everstar Asset Management | 46k | $480k | 100% | Sep 2024 |
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| Sanctuary Advisors | 40k | $417k | -21% | Sep 2024 |
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| Cambridge Investment Research Advisors | 37k | $386k | 1% | Sep 2024 |
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| Cetera Investment Advisers | 37k | $372k | 5% | Jun 2024 |
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| AEGON USA Investment Management | 30k | $311k | 0% | Sep 2024 |
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| Strategic Financial Concepts | 28k | $289k | -89% | Sep 2024 |
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| Envestnet Asset Management | 27k | $283k | 8% | Sep 2024 |
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| Branch Banking & Trust Company | 27k | $268k | 0% | Jun 2024 |
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| Landscape Capital Management | 26k | $273k | -34% | Sep 2024 |
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| Kingswood Wealth Advisors | 25k | $261k | -36% | Sep 2024 |
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| WESCAP Management | 22k | $223k | 0% | Jun 2024 |
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| RFG Advisory | 22k | $222k | 67% | Sep 2024 |
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| CWM | 21k | $222k | 1% | Sep 2024 |
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| Nations Financial Group | 21k | $212k | 100% | Sep 2024 |
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| Iwamoto Kong & Co | 20k | $202k | 23% | Jun 2024 |
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| SeaCrest Wealth Management | 16k | $160k | 11% | Sep 2024 |
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| Kestra Advisory Services | 11k | $118k | 0% | Sep 2024 |
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| Concurrent Investment Advisors | 11k | $116k | 0% | Sep 2024 |
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| Raymond James & Associates | 11k | $111k | -19% | Sep 2024 |
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| Cullen Frost Bankers | 10k | $104k | 0% | Sep 2024 |
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| Geneos Wealth Management | 8.5k | $86k | -12% | Jun 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 6.3k | $66k | 648% | Sep 2024 |
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| Global Retirement Partners | 3.3k | $34k | 157% | Sep 2024 |
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| Nbc Securities | 2.8k | $29k | -1% | Sep 2024 |
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| Clear Point Advisors | 2.3k | $24k | 3% | Sep 2024 |
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| Whittier Trust | 1.4k | $14k | 0% | Sep 2024 |
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| Brian McDonald | 1.0k | $10k | -53% | Sep 2024 |
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| National Bank Of Canada /fi/ | 1.0k | $10k | 0% | Sep 2024 |
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| Pnc Financial Services | 722.00 | $7.5k | 100% | Sep 2024 |
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| IFP Advisors | 550.00 | $5.5k | 0% | Jun 2024 |
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| GAMMA Investing | 517.00 | $5.4k | 100% | Sep 2024 |
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| Hexagon Capital Partners | 482.00 | $5.0k | 3% | Sep 2024 |
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| CoreCap Advisors | 371.00 | $3.8k | 0% | Sep 2024 |
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| GPS Wealth Strategies Group | 150.00 | $1.6k | 0% | Sep 2024 |
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| Carmichael Hill & Associates | 149.00 | $1.5k | 0% | Sep 2024 |
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| Huntington National Bank | 1.00 | $10.000000 | 0% | Sep 2024 |
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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 |
|---|---|---|---|
| Relative Value Partners | Mar 2024 | 570k | $5.7M |
| Westchester Capital Management | Jun 2024 | 33k | $337k |
| Jane Street | Jun 2024 | 19k | $191k |
| Simplicity Wealth | Jun 2024 | 18k | $180k |
| Oppenheimer & Co | Mar 2024 | 18k | $182k |
| Coastal Investment Advisors | Jun 2024 | 14k | $144k |
| Wealth Enhancement Advisory Services | Mar 2024 | 10k | $106k |
| Whitener Capital Management | Jun 2024 | 10k | $102k |
| Wolverine Asset Management | Jun 2024 | 7.9k | $80k |
| Gradient Investments | Jun 2024 | 1.8k | $18k |
| Castleview Partners | Jun 2024 | 1.5k | $15k |
| Beacon Capital Management | Jun 2024 | 383.00 | $3.9k |
| International Assets Investment Management | Jun 2024 | 339.00 | $3.4k |
| CoreFirst Bank & Trust | Mar 2024 | 312.00 | $3.2k |
| Chris Bulman | Jun 2024 | 250.00 | $2.5k |
| Assetmark | Jun 2024 | 14.00 | $140.999600 |