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 | 1.2M | $16M | -15% | Mar 2026 |
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| Penserra Capital Management | 736k | $7.1M | 4% | Jun 2026 |
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| Advisors Asset Management | 583k | $5.6M | -16% | Jun 2026 |
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| Invesco | 548k | $5.3M | -3% | Jun 2026 |
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| Edgemoor Investment Advisors | 482k | $4.7M | -1% | Jun 2026 |
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| Bank of America Corporation | 473k | $4.6M | -8% | Jun 2026 |
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| Almitas Capital | 466k | $4.5M | 22% | Jun 2026 |
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| Raymond James Financial | 408k | $3.9M | -3% | Jun 2026 |
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| LPL Financial | 326k | $3.2M | -19% | Jun 2026 |
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| Ameriprise Financial | 299k | $2.9M | -1% | Jun 2026 |
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| Sit Investment Associates | 276k | $2.7M | 222% | Jun 2026 |
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| D.A. Davidson & Co. | 258k | $2.5M | 2% | Jun 2026 |
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| UBS Group | 211k | $2.0M | -7% | Jun 2026 |
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| Colony | 162k | $1.6M | -25% | Jun 2026 |
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| Logan Stone Capital | 161k | $1.6M | 5% | Jun 2026 |
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| Guggenheim Capital, LLC Managers | 146k | $1.4M | -28% | Jun 2026 |
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| Stifel Financial | 143k | $1.4M | 5% | Jun 2026 |
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| Wells Fargo & Company | 124k | $1.2M | -7% | Jun 2026 |
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| Hourglass Capital | 112k | $1.1M | -2% | Jun 2026 |
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| Balyasny Asset Management | 112k | $1.1M | 0% | Jun 2026 |
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| CSS | 107k | $1.0M | 507% | Jun 2026 |
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| Royal Bank of Canada | 100k | $860k | -4% | Jun 2026 |
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| Cetera Investment Advisers | 73k | $705k | 11% | Jun 2026 |
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| International Assets Investment Management | 72k | $694k | 36% | Jun 2026 |
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| Beverly Hills Private Wealth | 71k | $688k | 100% | Jun 2026 |
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| Verity Asset Management | 69k | $665k | -1% | Jun 2026 |
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| Janney Montgomery Scott | 67k | $650k | 1% | Jun 2026 |
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| Absolute Investment Advisers | 66k | $638k | 100% | Jun 2026 |
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| 1607 Capital Partners | 66k | $637k | -31% | Jun 2026 |
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| Cambridge Investment Research Advisors | 65k | $628k | 14% | Jun 2026 |
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| Shufro Rose & Co | 62k | $602k | -14% | Jun 2026 |
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| Advisor Group Holdings | 57k | $548k | -1% | Jun 2026 |
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| Commonwealth Equity Services | 53k | $509k | 9% | Jun 2026 |
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| Yakira Capital Management | 49k | $471k | 0% | Jun 2026 |
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| Rockefeller Capital Management | 48k | $463k | 0% | Jun 2026 |
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| Everstar Asset Management | 41k | $392k | 0% | Jun 2026 |
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| Virtus Investment Advisers | 40k | $391k | -22% | Jun 2026 |
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| Genesis Financial Group | 40k | $387k | -7% | Jun 2026 |
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| Readystate Asset Management | 39k | $375k | 100% | Jun 2026 |
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| Geneos Wealth Management | 35k | $334k | 1% | Jun 2026 |
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| Quarry | 27k | $264k | 100% | Jun 2026 |
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| CWM | 26k | $254k | 23% | Mar 2026 |
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| Strategic Financial Concepts | 26k | $253k | -1% | Jun 2026 |
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| RFG Advisory | 24k | $232k | 4% | Jun 2026 |
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| Iwamoto Kong & Co | 24k | $227k | 12% | Jun 2026 |
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| Prospera Financial Services | 23k | $226k | 100% | Jun 2026 |
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| Ethos Financial Group | 23k | $220k | 6% | Jun 2026 |
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| Uhlmann Price Securities | 21k | $201k | 3% | Jun 2026 |
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| SeaCrest Wealth Management | 19k | $187k | 7% | Jun 2026 |
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| Kestra Advisory Services | 19k | $180k | 3% | Jun 2026 |
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| WESCAP Management | 18k | $175k | 0% | Jun 2026 |
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| Sunpointe | 18k | $171k | 0% | Jun 2026 |
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| Kingswood Wealth Advisors | 17k | $165k | 0% | Jun 2026 |
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| Advisory Solutions Group | 16k | $158k | 100% | Jun 2026 |
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| MAI Wealth Advisors | 16k | $151k | 479% | Jun 2026 |
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| NWF Advisory Services | 16k | $150k | 0% | Jun 2026 |
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| Moss Adams Wealth Advisors | 15k | $147k | 0% | Jun 2026 |
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| Virtu Financial | 14k | $135k | 100% | Jun 2026 |
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| XTX Topco | 14k | $131k | 100% | Jun 2026 |
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| Concurrent Investment Advisors | 13k | $124k | 5% | Jun 2026 |
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| Helium Advisors | 13k | $123k | 3% | Jun 2026 |
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| Advisory Advocates | 13k | $122k | 0% | Jun 2026 |
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| Alteri Wealth | 10k | $100M | 0% | Jun 2026 |
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| Global Retirement Partners | 9.2k | $89k | -8% | Jun 2026 |
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| Cullen Frost Bankers | 8.0k | $77k | 0% | Jun 2026 |
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| Custom Index Systems | 4.7k | $45k | 100% | Jun 2026 |
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| Nbc Securities | 4.0k | $39k | 0% | Jun 2026 |
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| CoreCap Advisors | 3.4k | $33k | 98% | Jun 2026 |
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| Hartland & Co | 2.9k | $28k | 100% | Jun 2026 |
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| CX Institutional | 2.7k | $26k | -89% | Jun 2026 |
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| Steward Partners Investment Advisory | 2.5k | $24k | 0% | Jun 2026 |
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| Axiom Investment Management | 2.2k | $21k | 0% | Jun 2026 |
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| Pinnacle Wealth Planning Services | 1.9k | $18k | 0% | Jun 2026 |
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| TD Waterhouse Canada | 1.4k | $13k | 0% | Jun 2026 |
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| Whittier Trust | 1.4k | $13k | 0% | Jun 2026 |
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| Mercer Global Advisors | 1.3k | $13k | 100% | Jun 2026 |
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| IFP Advisors | 1.2k | $12k | 0% | Jun 2026 |
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| Harbour Investments | 1.2k | $11k | 0% | Jun 2026 |
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| Princeton Global Asset Management | 900.00 | $8.7k | 0% | Jun 2026 |
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| WPG Advisers | 839.00 | $8.1k | 0% | Jun 2026 |
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| Highline Wealth Partners | 800.00 | $7.7k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 677.00 | $6.5k | 79% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 617.00 | $6.0k | -32% | Jun 2026 |
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| Integrated Wealth Concepts | 472.00 | $4.6k | 100% | Jun 2026 |
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| SRS Capital Advisors | 418.00 | $4.0k | 100% | Jun 2026 |
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| CoreFirst Bank & Trust | 312.00 | $3.0k | 0% | Jun 2026 |
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| Whittier Trust Co. of Nevada | 306.00 | $2.9k | 0% | Jun 2026 |
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| Salomon & Ludwin | 112.00 | $1.1k | 0% | Jun 2026 |
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| Farther Finance Advisors | 66.00 | $638.002200 | -43% | Jun 2026 |
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| Huntington National Bank | 1.00 | $10.000000 | 0% | Jun 2026 |
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| BlackRock | 1.00 | $8.000000 | -100% | Jun 2026 |
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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 |
|---|---|---|---|
| Independent Advisor Alliance | Mar 2026 | 111k | $1.1M |
| Baird Financial | Mar 2026 | 69k | $666k |
| Nations Financial Group | Mar 2026 | 12k | $115k |
| Sanctuary Advisors | Mar 2026 | 11k | $104k |
| Susquehanna International | Mar 2026 | 11k | $102k |
| Mosley Wealth Management | Mar 2026 | 725.00 | $7.3k |
| Advisory Services Network | Mar 2026 | 492.00 | $4.7k |
| Hanson McClain Advisors | Mar 2026 | 400.00 | $3.9k |
| Creative Capital Management Investments | Mar 2026 | 250.00 | $2.4k |