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First Trust Iv Enhanced Short shares owned by BFC Planning

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

Historical chart of BFC Planning 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 BFC Planning 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 BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $11M 191k 59.73
2026-03-31 $10M 175k 59.78
2025-12-31 $9.8M 164k 59.93
2025-09-30 $469k 7.8k 59.91
2025-06-30 $470k 7.8k 59.87
2025-03-31 $524k 8.8k 59.84
2024-12-31 $507k 8.5k 59.77

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Top funds holding First Trust Iv Enhanced Short

LPL Financial
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Raymond James Financial
Bank of America Corporation
Csenge Advisory Group
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
Stifel Financial
BDFS Capital
Cambridge Investment Research Advisors
Envestnet Asset Management
Wiley Bros.-aintree Capital

View all funds holding First Trust Iv Enhanced Short