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First Trust Iv Enhanced Short shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of First Trust Iv Enhanced Short (FTSM) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in First Trust Iv Enhanced Short

Tip: Access up to 7 years of quarterly data

All positions including First Trust Iv Enhanced Short held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Iv Enhanced Short by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 37k 59.66
2023-09-30 $1.3M 21k 59.42
2023-06-30 $1.1M 19k 59.41

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Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
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Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Specialized Funds Div App Etf (VIG)
Innovator Etfs Tr Intrnl Dev July (IJUL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Beacon Financial Advisory

Top funds holding First Trust Iv Enhanced Short

Wells Fargo & Company
UBS Group
Bank of America Corporation
Royal Bank of Canada
Advisor Group Holdings
Raymond James Financial Services Advisors
Tucker Asset Management
Cambridge Investment Research Advisors
Commonwealth Equity Services
Prospera Financial Services
Raymond James & Associates
Stifel Financial
Coppell Advisory Solutions
Global Assets Advisory
IFP Advisors

View all funds holding First Trust Iv Enhanced Short