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 | 2.5M | $30M | 34% | Mar 2024 |
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| LPL Financial | 1.3M | $14M | -5% | Mar 2024 |
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| Bank of America Corporation | 887k | $9.2M | -6% | Mar 2024 |
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| Edgemoor Investment Advisors | 737k | $7.6M | -1% | Mar 2024 |
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| Relative Value Partners | 570k | $5.7M | 2% | Mar 2024 |
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| 1607 Capital Partners | 564k | $5.8M | -11% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 454k | $4.6M | -2% | Dec 2023 |
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| Jones Road Capital Management | 412k | $4.3M | 75% | Mar 2024 |
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| City of London Investment Management Company | 408k | $4.2M | 10% | Mar 2024 |
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| Advisors Asset Management | 264k | $2.7M | -13% | Dec 2023 |
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| Commonwealth Equity Services | 260k | $2.7M | 43% | Mar 2024 |
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| D.A. Davidson & Co. | 228k | $2.4M | 3% | Mar 2024 |
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| UBS Group | 204k | $2.1M | 1% | Mar 2024 |
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| TFG Advisers | 195k | $2.0M | 3% | Mar 2024 |
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| Royal Bank of Canada | 180k | $1.9M | -3% | Mar 2024 |
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| GraniteShares Advisors | 171k | $1.8M | 15% | Mar 2024 |
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| Sit Investment Associates | 123k | $1.3M | 95% | Mar 2024 |
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| Ameriprise Financial | 104k | $1.1M | 4% | Mar 2024 |
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| Advisor Group Holdings | 94k | $974k | 2% | Mar 2024 |
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| Stifel Financial | 91k | $940k | -9% | Mar 2024 |
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| CNH Partners | 71k | $736k | -45% | Mar 2024 |
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| Wells Fargo & Company | 67k | $696k | -2% | Mar 2024 |
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| Virtus ETF Advisers | 65k | $676k | 34% | Mar 2024 |
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| Landscape Capital Management | 65k | $667k | 1% | Mar 2024 |
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| Shaker Financial Services | 59k | $614k | 122% | Mar 2024 |
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| Pathstone Holdings | 52k | $535k | 100% | Mar 2024 |
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| Shufro Rose & Co | 49k | $508k | -6% | Mar 2024 |
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| Westchester Capital Management | 43k | $448k | 0% | Mar 2024 |
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| National Asset Management | 39k | $392k | 40% | Mar 2024 |
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| Rockefeller Capital Management | 39k | $394k | -13% | Dec 2023 |
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| Cambridge Investment Research Advisors | 35k | $363k | -17% | Mar 2024 |
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| AEGON USA Investment Management | 30k | $311k | 0% | Mar 2024 |
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| Branch Banking & Trust Company | 27k | $276k | 0% | Mar 2024 |
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| Envestnet Asset Management | 25k | $261k | 0% | Mar 2024 |
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| Strategic Financial Concepts | 22k | $230k | 100% | Mar 2024 |
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| WESCAP Management | 22k | $229k | 0% | Mar 2024 |
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| CWM | 21k | $220k | 15% | Mar 2024 |
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| Elequin Capital | 21k | $210k | 100% | Dec 2023 |
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| Oppenheimer & Co | 18k | $182k | 11% | Mar 2024 |
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| Iwamoto Kong & Co | 16k | $168k | 0% | Mar 2024 |
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| Kingswood Wealth Advisors | 16k | $163k | -27% | Mar 2024 |
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| Raymond James & Associates | 14k | $148k | 15% | Mar 2024 |
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| Coastal Investment Advisors | 14k | $144k | -4% | Mar 2024 |
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| SeaCrest Wealth Management | 14k | $143k | 29% | Mar 2024 |
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| Whitener Capital Management | 13k | $137k | -7% | Mar 2024 |
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| RFG Advisory | 13k | $130k | 100% | Mar 2024 |
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| Kestra Advisory Services | 11k | $110k | 0% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 10k | $106k | -16% | Mar 2024 |
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| Concurrent Investment Advisors | 10k | $104k | 0% | Mar 2024 |
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| Cullen Frost Bankers | 10k | $104k | 0% | Mar 2024 |
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| Geneos Wealth Management | 9.7k | $100k | 5% | Mar 2024 |
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| Hexagon Capital Partners | 3.3k | $34k | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 3.1k | $32k | 100% | Mar 2024 |
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| Nbc Securities | 2.8k | $29k | 0% | Mar 2024 |
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| Brian McDonald | 2.2k | $23k | 117% | Mar 2024 |
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| Clear Point Advisors | 2.2k | $23k | 3% | Mar 2024 |
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| Gradient Investments | 1.8k | $19k | -49% | Mar 2024 |
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| Whittier Trust | 1.4k | $14k | 0% | Mar 2024 |
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| Global Retirement Partners | 1.3k | $13k | 0% | Mar 2024 |
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| National Bank Of Canada /fi/ | 1.0k | $9.9k | 0% | Dec 2023 |
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| Tidemark | 653.00 | $6.8k | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 589.00 | $6.1k | 100% | Mar 2024 |
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| IFP Advisors | 550.00 | $5.5k | -51% | Dec 2023 |
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| Beacon Capital Management | 383.00 | $4.0k | 0% | Mar 2024 |
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| CoreFirst Bank & Trust | 312.00 | $3.2k | 0% | Mar 2024 |
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| GPS Wealth Strategies Group | 150.00 | $1.6k | 0% | Mar 2024 |
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| Carmichael Hill & Associates | 149.00 | $1.5k | 0% | Mar 2024 |
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| Assetmark | 14.00 | $144.999400 | 100% | Mar 2024 |
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| Huntington National Bank | 1.00 | $10.000000 | 0% | Mar 2024 |
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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 |
|---|---|---|---|
| Wagner Wealth Management | Dec 2023 | 292k | $2.9M |
| Thrivent Financial for Lutherans | Sep 2023 | 41k | $414k |
| Deschutes Portfolio Strategy | Dec 2023 | 36k | $363k |
| Walleye Trading Advisors | Dec 2023 | 27k | $271k |
| Nomura Holdings | Dec 2023 | 17k | $168k |
| Clough Capital Partners | Dec 2023 | 17k | $167k |
| Qube Research & Technologies | Sep 2023 | 9.8k | $98k |
| Quarry | Dec 2023 | 5.7k | $57k |
| Advisory Services Network | Dec 2023 | 4.6k | $46k |
| Stonebridge Capital Advisors | Sep 2023 | 3.2k | $32k |
| AlphaMark Advisors | Dec 2023 | 1.0k | $10k |