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First Trust/Four Corners SFRI Fund II shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of First Trust/Four Corners SFRI Fund II (FCT) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 111k 9.64
2024-12-31 $268k 26k 10.35

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Top funds holding First Trust/Four Corners SFRI Fund II

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

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