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First Trust/Four Corners SFRI Fund II shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $261k 25k 10.36
2024-06-30 $396k 39k 10.08
2024-03-31 $163k 16k 10.35
2023-12-31 $218k 22k 10.09

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View all positions for Kingswood Wealth Advisors

Top funds holding First Trust/Four Corners SFRI Fund II

Morgan Stanley
LPL Financial
Penserra Capital Management
Bank of America Corporation
Edgemoor Investment Advisors
Guggenheim Capital, LLC Managers
Pathstone Holdings
Advisors Asset Management
Jones Road Capital Management
Invesco
Kovitz Investment Group Partners
Commonwealth Equity Services
1607 Capital Partners
D.A. Davidson & Co.
GraniteShares Advisors

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