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 | 708k | $6.8M | -8% | Mar 2026 |
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| Advisors Asset Management | 694k | $6.7M | 2% | Mar 2026 |
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| Invesco | 565k | $5.4M | -14% | Mar 2026 |
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| Bank of America Corporation | 515k | $5.0M | 100% | Mar 2026 |
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| Edgemoor Investment Advisors | 488k | $4.7M | 0% | Mar 2026 |
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| LPL Financial | 402k | $3.9M | -8% | Mar 2026 |
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| Almitas Capital | 383k | $3.7M | 335% | Mar 2026 |
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| Raymond James Financial | 357k | $3.6M | 526% | Dec 2025 |
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| Ameriprise Financial | 302k | $2.9M | 5% | Mar 2026 |
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| D.A. Davidson & Co. | 252k | $2.4M | 0% | Mar 2026 |
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| Colony | 242k | $2.4M | 100% | Dec 2025 |
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| UBS Group | 227k | $2.2M | -10% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 202k | $1.9M | -17% | Mar 2026 |
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| Logan Stone Capital | 154k | $1.5M | -6% | Mar 2026 |
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| Stifel Financial | 136k | $1.3M | 26% | Mar 2026 |
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| Wells Fargo & Company | 133k | $1.3M | 6% | Mar 2026 |
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| Hourglass Capital | 114k | $1.1M | 100% | Mar 2026 |
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| Balyasny Asset Management | 112k | $1.1M | 0% | Mar 2026 |
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| Independent Advisor Alliance | 111k | $1.1M | 100% | Mar 2026 |
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| Royal Bank of Canada | 104k | $893k | -6% | Mar 2026 |
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| 1607 Capital Partners | 95k | $914k | 0% | Mar 2026 |
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| Sit Investment Associates | 86k | $828k | -75% | Mar 2026 |
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| Shufro Rose & Co | 72k | $697k | 0% | Mar 2026 |
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| Verity Asset Management | 70k | $670k | 3% | Mar 2026 |
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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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| Janney Montgomery Scott | 67k | $645k | 0% | Mar 2026 |
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| Virtus Investment Advisers | 66k | $664k | -22% | Dec 2025 |
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| Cetera Investment Advisers | 66k | $633k | 4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 57k | $548k | 6% | Mar 2026 |
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| International Assets Investment Management | 53k | $504k | 21% | Mar 2026 |
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| Yakira Capital Management | 49k | $470k | -2% | Mar 2026 |
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| Commonwealth Equity Services | 48k | $466k | -5% | Mar 2026 |
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| Rockefeller Capital Management | 48k | $462k | -2% | Mar 2026 |
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| Genesis Financial Group | 43k | $416k | 4% | Mar 2026 |
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| Everstar Asset Management | 41k | $391k | 0% | Mar 2026 |
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| Advisor Group Holdings | 39k | $392k | 1% | Dec 2025 |
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| Geneos Wealth Management | 34k | $331k | -1% | Mar 2026 |
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| Strategic Financial Concepts | 26k | $255k | 100% | Mar 2026 |
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| CX Institutional | 24k | $231k | 1% | Mar 2026 |
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| RFG Advisory | 23k | $224k | -74% | Mar 2026 |
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| Ethos Financial Group | 21k | $216k | 0% | Mar 2026 |
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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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| Uhlmann Price Securities | 20k | $195k | 3% | Mar 2026 |
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| SeaCrest Wealth Management | 18k | $175k | -4% | Mar 2026 |
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| WESCAP Management | 18k | $175k | 0% | Mar 2026 |
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| Kestra Advisory Services | 18k | $174k | -12% | Mar 2026 |
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| Sunpointe | 18k | $171k | 0% | Mar 2026 |
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| CSS | 18k | $170k | 0% | Mar 2026 |
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| Kingswood Wealth Advisors | 17k | $165k | -2% | Mar 2026 |
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| NWF Advisory Services | 16k | $150k | -18% | Mar 2026 |
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| Moss Adams Wealth Advisors | 15k | $146k | 0% | Mar 2026 |
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| Advisory Advocates | 13k | $122k | 0% | Mar 2026 |
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| Helium Advisors | 12k | $120k | 3% | Mar 2026 |
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| Concurrent Investment Advisors | 12k | $118k | 0% | Mar 2026 |
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| Nations Financial Group | 12k | $115k | -13% | Mar 2026 |
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| Sanctuary Advisors | 11k | $104k | -66% | Mar 2026 |
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| XTX Topco | 11k | $107k | 100% | Dec 2025 |
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| Alteri Wealth | 10k | $100M | 0% | Mar 2026 |
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| Global Retirement Partners | 10k | $100k | 182% | Dec 2025 |
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| Cullen Frost Bankers | 8.0k | $77k | 0% | Mar 2026 |
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| Nbc Securities | 4.0k | $39k | 43% | Mar 2026 |
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| MAI Wealth Advisors | 2.7k | $26k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 2.5k | $24k | 0% | Mar 2026 |
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| Axiom Investment Management | 2.2k | $21k | 100% | Mar 2026 |
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| National Bank Of Canada /fi/ | 2.0k | $20k | 0% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 1.9k | $18k | -27% | Mar 2026 |
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| CoreCap Advisors | 1.7k | $17k | 622% | Mar 2026 |
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| TD Waterhouse Canada | 1.4k | $13k | 0% | Mar 2026 |
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| Whittier Trust | 1.4k | $13k | 0% | Mar 2026 |
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| IFP Advisors | 1.2k | $12k | -99% | Mar 2026 |
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| Harbour Investments | 1.2k | $11k | 100% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 907.00 | $8.7k | 0% | Mar 2026 |
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| Princeton Global Asset Management | 900.00 | $8.7k | 0% | Mar 2026 |
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| WPG Advisers | 839.00 | $8.1k | -18% | Mar 2026 |
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| Highline Wealth Partners | 800.00 | $7.7k | 0% | Mar 2026 |
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| Mosley Wealth Management | 725.00 | $7.3k | 100% | Mar 2026 |
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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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| Fifth Third Bancorp | 379.00 | $3.7k | 100% | Mar 2026 |
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| CoreFirst Bank & Trust | 312.00 | $3.0k | 0% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 306.00 | $2.9k | 100% | Mar 2026 |
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| BlackRock | 296.00 | $2.9k | 100% | Mar 2026 |
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| Creative Capital Management Investments | 250.00 | $2.4k | 100% | Mar 2026 |
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| GPS Wealth Strategies Group | 154.00 | $1.6k | 3% | Dec 2025 |
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| Western Wealth Management | 142.00 | $1.4k | 100% | Mar 2026 |
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| Farther Finance Advisors | 116.00 | $1.1k | -37% | Mar 2026 |
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| Salomon & Ludwin | 112.00 | $1.1k | 0% | Mar 2026 |
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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 |
|---|---|---|---|
| Wolverine Asset Management | Dec 2025 | 96k | $962k |
| Readystate Asset Management | Dec 2025 | 37k | $371k |
| AEGON USA Investment Management | Dec 2025 | 30k | $302k |
| Seven Mile Advisory | Dec 2025 | 18k | $177k |
| Nomura Holdings | Dec 2025 | 15k | $154k |
| CI Private Wealth | Dec 2025 | 13k | $131k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 1.2k | $12k |
| GAMMA Investing | Dec 2025 | 517.00 | $5.2k |
| Advisory Services Network | Sep 2025 | 492.00 | $4.9k |