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First Trust/Four Corners SFRI Fund II shares owned by Beverly Hills Private Wealth

Quarter-by-quarter ownership of First Trust/Four Corners SFRI Fund II (FCT) shares owned by Beverly Hills Private Wealth from 13F filings

Historical chart of Beverly Hills Private Wealth investment in First Trust/Four Corners SFRI Fund II

Tip: Access up to 7 years of quarterly data

All positions including First Trust/Four Corners SFRI Fund II held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust/Four Corners SFRI Fund II by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $688k 71k 9.66

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Top funds holding First Trust/Four Corners SFRI Fund II

Morgan Stanley
Penserra Capital Management
Advisors Asset Management
Invesco
Edgemoor Investment Advisors
Bank of America Corporation
Almitas Capital
Raymond James Financial
LPL Financial
Ameriprise Financial
Sit Investment Associates
D.A. Davidson & Co.
UBS Group
Colony
Logan Stone Capital

View all funds holding First Trust/Four Corners SFRI Fund II