Who owns First Trust Iv Enhanced Short?
- Ticker: FTSM
- CUSIP Number: 33739q408
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust Iv Enhanced Short with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Trust Iv Enhanced Short stock
Who bought or sold First Trust Iv Enhanced Short this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 12M | $731M | -1% | Dec 2024 |
|
| LPL Financial | 8.9M | $530M | 6% | Dec 2024 |
|
| Wells Fargo & Company | 7.5M | $447M | -2% | Dec 2024 |
|
| UBS Group | 3.9M | $231M | 13% | Dec 2024 |
|
| Raymond James Financial | 2.6M | $155M | 100% | Dec 2024 |
|
| Bank of America Corporation | 2.5M | $147M | -7% | Dec 2024 |
|
| Royal Bank of Canada | 2.3M | $140M | -4% | Dec 2024 |
|
| Bramshill Investments | 1.6M | $98M | 10% | Dec 2024 |
|
| Cetera Investment Advisers | 1.5M | $92M | 11% | Dec 2024 |
|
| Advisor Group Holdings | 1.5M | $90M | -4% | Dec 2024 |
|
| Renaissance Technologies | 1.4M | $83M | 0% | Dec 2024 |
|
| Csenge Advisory Group | 1.1M | $67M | 0% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 1.0M | $62M | -11% | Dec 2024 |
|
| Tucker Asset Management | 1.0M | $61M | -15% | Dec 2024 |
|
| Stifel Financial | 943k | $56M | 13% | Dec 2024 |
|
| Envestnet Asset Management | 932k | $56M | 19% | Dec 2024 |
|
| Hansen & Associates Financial Group | 853k | $51M | -3% | Dec 2024 |
|
| GDS Wealth Management | 837k | $50M | -43% | Dec 2024 |
|
| Commonwealth Equity Services | 727k | $44M | 20% | Dec 2024 |
|
| Mariner Wealth Advisors | 564k | $34M | -28% | Dec 2024 |
|
| Branch Banking & Trust Company | 517k | $31M | 68% | Dec 2024 |
|
| Coppell Advisory Solutions | 507k | $30M | -1% | Dec 2024 |
|
| Janney Montgomery Scott | 478k | $29M | 8% | Mar 2025 |
|
| Independent Advisor Alliance | 465k | $28M | 100% | Dec 2024 |
|
| Kingsview Wealth Management | 460k | $28M | -9% | Dec 2024 |
|
| Atria Investments | 451k | $27M | -22% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 436k | $26M | 12% | Mar 2025 |
|
| Gradient Investments | 427k | $26M | -20% | Mar 2025 |
|
| IFP Advisors | 353k | $21M | 20% | Dec 2024 |
|
| Prospera Financial Services | 346k | $21M | -17% | Dec 2024 |
|
| Goss Wealth Management | 342k | $21M | 1% | Dec 2024 |
|
| TCP Asset Management | 315k | $19M | 100% | Dec 2024 |
|
| Kestra Advisory Services | 303k | $18M | -16% | Dec 2024 |
|
| Western Wealth Management | 298k | $18M | 20% | Dec 2024 |
|
| Manchester Financial | 295k | $18M | -12% | Dec 2024 |
|
| H D Vest Advisory Services | 289k | $17M | 3% | Dec 2024 |
|
| HBK Sorce Advisory | 284k | $17M | -3% | Dec 2024 |
|
| Harbour Investments | 275k | $16M | -9% | Dec 2024 |
|
| Baird Financial | 275k | $16M | -4% | Dec 2024 |
|
| Talon Private Wealth | 269k | $16M | 100% | Dec 2024 |
|
| Triumph Capital Management | 269k | $16M | 12% | Dec 2024 |
|
| Holistic Planning | 261k | $16M | 1690% | Dec 2024 |
|
| Capital Investment Advisory Services | 261k | $16M | 2% | Dec 2024 |
|
| Mainsail Financial Group | 254k | $15M | 4% | Mar 2025 |
|
| Jaffetilchin Investment Partners | 250k | $15M | 3% | Dec 2024 |
|
| Synergy Financial Management | 247k | $15M | 77% | Dec 2024 |
|
| Townsquare Capital | 237k | $14M | -10% | Dec 2024 |
|
| Private Advisor | 235k | $14M | -4% | Dec 2024 |
|
| HighTower Advisors | 233k | $14M | 8% | Dec 2024 |
|
| Park National Corp | 229k | $14M | -8% | Dec 2024 |
|
| Shelton Wealth Management | 225k | $14M | 10% | Dec 2024 |
|
| Harvest Investment Services | 225k | $13M | 3% | Dec 2024 |
|
| Financial Enhancement | 221k | $13M | -19% | Dec 2024 |
|
| RiverTree Advisors | 219k | $13M | -24% | Dec 2024 |
|
| 1776 Wealth | 211k | $13M | -5% | Dec 2024 |
|
| Petix & Botte | 210k | $13M | 13% | Dec 2024 |
|
| Steward Partners Investment Advisory | 205k | $12M | -13% | Dec 2024 |
|
| FSC Wealth Advisors | 202k | $12M | -3% | Dec 2024 |
|
| Atria Wealth Solutions | 196k | $12M | -30% | Dec 2024 |
|
| Gladstone Institutional Advisory | 195k | $12M | 24% | Dec 2024 |
|
| Lake Street Financial | 190k | $11M | -12% | Mar 2025 |
|
| Advisory Alpha | 185k | $11M | 100% | Mar 2025 |
|
| Proequities | 183k | $11B | -15% | Dec 2024 |
|
| Ellsworth Advisors | 181k | $11M | 6% | Dec 2024 |
|
| Simplicity Wealth | 180k | $11M | 2514% | Mar 2025 |
|
| HPM Partners | 175k | $11M | -11% | Dec 2024 |
|
| Creekmur Asset Management | 171k | $10M | 3% | Dec 2024 |
|
| Transcendent Capital Group | 169k | $10M | 83% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 166k | $9.9M | 10% | Dec 2024 |
|
| Sanctuary Advisors | 161k | $9.7M | -6% | Dec 2024 |
|
| Sterling Manor Financial | 161k | $9.6M | 3% | Dec 2024 |
|
| Oppenheimer & Co | 157k | $9.4M | -3% | Dec 2024 |
|
| TD Capital Management | 157k | $9.4M | -3% | Dec 2024 |
|
| Spire Wealth Management | 157k | $9.4M | 100% | Dec 2024 |
|
| Citigroup | 152k | $9.1M | -4% | Dec 2024 |
|
| Cassia Capital Partners | 151k | $9.0M | 0% | Dec 2024 |
|
| Virtus Wealth Solutions | 148k | $8.8M | 100% | Dec 2024 |
|
| Rockefeller Capital Management | 148k | $8.8M | 14% | Dec 2024 |
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| Mml Investors Services | 143k | $8.6M | -13% | Dec 2024 |
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| Stratos Wealth Advisors | 140k | $8.4M | -13% | Dec 2024 |
|
| Stablepoint Partners | 140k | $8.4M | -10% | Mar 2025 |
|
| Intl Fcstone | 139k | $8.3M | -30% | Dec 2024 |
|
| Brian McDonald | 138k | $8.3M | 15% | Dec 2024 |
|
| Stratos Wealth Partners | 135k | $8.1M | -20% | Dec 2024 |
|
| CI Private Wealth | 129k | $35k | 1% | Dec 2024 |
|
| Jpmorgan Chase & Co | 129k | $7.7M | -41% | Dec 2024 |
|
| Nilsine Partners | 129k | $7.7M | 0% | Dec 2024 |
|
| First Trust Advisors | 128k | $7.7M | 71% | Dec 2024 |
|
| D.A. Davidson & Co. | 126k | $7.6M | 25% | Dec 2024 |
|
| Schwallier Wealth Management | 124k | $7.4M | -21% | Dec 2024 |
|
| EdgeRock Capital | 124k | $7.4M | 999% | Mar 2025 |
|
| Ifrah Financial Services | 122k | $7.3M | 3% | Dec 2024 |
|
| Ashton Thomas Private Wealth | 120k | $7.2M | 6% | Dec 2024 |
|
| PCG Wealth Advisors | 117k | $7.0M | 891% | Dec 2024 |
|
| Guided Capital Wealth Management | 116k | $6.9M | 100% | Dec 2024 |
|
| Mutual Advisors | 113k | $6.8M | 81% | Dec 2024 |
|
| Equitable Holdings | 112k | $6.7M | 11% | Dec 2024 |
|
| Twin Peaks Wealth Advisors | 110k | $6.6M | 7% | Mar 2025 |
|
| Kestra Private Wealth Services | 109k | $6.5M | 3% | Dec 2024 |
|
| Shilanski & Associates | 105k | $6.3M | 0% | Dec 2024 |
|
| NewEdge Wealth | 104k | $6.2M | -1% | Dec 2024 |
|
| Pine Valley Investments Ltd Liability | 102k | $6.1M | 0% | Dec 2024 |
|
| Sigma Planning | 98k | $5.9M | -19% | Dec 2024 |
|
| Fairway Financial | 97k | $5.8M | 100% | Dec 2024 |
|
| McGuire Investment Group | 97k | $5.8M | 1% | Dec 2024 |
|
| Moloney Securities Asset Management | 94k | $5.6M | 5% | Dec 2024 |
|
| WealthPlan Investment Management | 91k | $5.4M | 9% | Dec 2024 |
|
| Sebold Capital Management | 91k | $5.4M | -3% | Dec 2024 |
|
| Insight Advisors, LLC/ PA | 88k | $5.3M | -7% | Mar 2025 |
|
| Concorde Asset Management | 87k | $5.2M | 100% | Dec 2024 |
|
| Avestar Capital | 86k | $5.1M | -30% | Dec 2024 |
|
| Daymark Wealth Partners | 86k | $5.1M | 562% | Mar 2025 |
|
| Integrated Advisors Network | 85k | $5.1M | 32% | Mar 2025 |
|
| Synovus Financial Corp. | 81k | $4.8M | 11% | Dec 2024 |
|
| Kinloch Capital | 81k | $4.8M | 8% | Dec 2024 |
|
| Park Square Financial Group | 80k | $4.8M | 100% | Dec 2024 |
|
| Great Valley Advisor Group | 78k | $4.7M | 2% | Dec 2024 |
|
| EWG Elevate | 73k | $4.4M | 5% | Mar 2025 |
|
| Ausdal Financial Partners | 72k | $4.3M | 5% | Dec 2024 |
|
| Benjamin Edwards | 71k | $4.2M | -3% | Dec 2024 |
|
| Citizens Financial Group | 71k | $4.2M | 2% | Dec 2024 |
|
| Change Path | 70k | $4.2M | 298% | Dec 2024 |
|
| Wealthcare Advisory Partners | 69k | $4.1M | 119% | Mar 2025 |
|
| Snowden Capital Advisors | 68k | $4.1M | -3% | Dec 2024 |
|
| Secure Asset Management | 68k | $4.1M | -1% | Mar 2025 |
|
| We Are One Seven | 67k | $4.0M | 25% | Dec 2024 |
|
| Castle Rock Wealth Management | 66k | $4.0M | 9% | Dec 2024 |
|
| Aprio Wealth Management | 66k | $4.0M | 5% | Dec 2024 |
|
| SRS Capital Advisors | 65k | $3.9M | 100% | Dec 2024 |
|
| Advisor OS | 64k | $3.9M | -14% | Dec 2024 |
|
| Ameritas Advisory Services | 63k | $3.8M | 52% | Dec 2024 |
|
| Cornerstone Wealth Management | 63k | $3.8M | 32% | Dec 2024 |
|
| Trustmark National Bank - Trust Department | 61k | $3.7M | 1% | Dec 2024 |
|
| Integrated Wealth Concepts | 60k | $3.6M | 9% | Dec 2024 |
|
| Financial Advocates Investment Management | 59k | $3.5M | 16% | Dec 2024 |
|
| Foundations Investment Advisors | 58k | $3.5M | -45% | Dec 2024 |
|
| Proactive Wealth Strategies | 57k | $3.4M | 4% | Dec 2024 |
|
| Yale Capital Corp. | 57k | $3.4M | -5% | Dec 2024 |
|
| Capasso Planning Partners | 56k | $3.4M | 95% | Dec 2024 |
|
| CWM | 56k | $3.4M | -3% | Dec 2024 |
|
| Luken Investment Analytics | 56k | $3.3M | -9% | Dec 2024 |
|
| Golden State Wealth Management | 56k | $3.3M | 100% | Dec 2024 |
|
| Summit Wealth Partners | 54k | $3.2M | 34% | Dec 2024 |
|
| Towerpoint Wealth | 54k | $3.2M | -13% | Mar 2025 |
|
| RFG Advisory | 54k | $3.2M | 22% | Mar 2025 |
|
| International Assets Investment Management | 52k | $3.1M | 100% | Dec 2024 |
|
| IMG Wealth Management | 51k | $3.1M | 100% | Dec 2024 |
|
| Gentry Private Wealth | 50k | $3.0M | -1% | Dec 2024 |
|
| GPS Wealth Strategies Group | 49k | $2.9M | 11% | Mar 2025 |
|
| Bnp Paribas Arbitrage, Snc | 49k | $2.9M | -24% | Dec 2024 |
|
| Core Wealth Partners | 48k | $2.9M | -8% | Dec 2024 |
|
| TKG Advisors | 48k | $2.9M | -11% | Dec 2024 |
|
| Ameriprise Financial | 14k | $815k | -75% | Dec 2024 |
|
Who sold out of First Trust Iv Enhanced Short?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2024 | 364k | $22M |
| Jane Street | Sep 2024 | 350k | $21M |
| Econ Financial Services Corp | Sep 2024 | 98k | $5.9M |
| Pnc Financial Services | Sep 2024 | 82k | $4.9M |