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First Trust Iv Enhanced Short shares owned by Claris Financial

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

Historical chart of Claris Financial 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 Claris Financial 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 Claris Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.0M 50k 59.87
2025-03-31 $3.6M 61k 59.77
2024-12-31 $3.6M 61k 59.77

More positions owned by Claris Financial

First Trust Value Dividend Index Etf Uit Exchange Traded (FVD)
Ishares Msci Usa Momntumfct Etf Uit Exchange Traded (MTUM)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
First Trust Capital Strength Etf Uit Exchange Traded (FTCS)
Vanguard Value Etf Uit Exchange Traded (VTV)
Invesco Short Term Treasury Etf Uit Exchange Traded (TBLL)
First Trst Enhncd Shrt Mrty Etf Iv Uit Exchange Traded (FTSM)
Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Us Treasury 3 Month Billetf Uit Exchange Traded (TBIL)
Ibm Corp Common Stock (IBM)
Jpmorgan Chase & Co Common Stock (JPM)

View all positions for Claris Financial

Top funds holding First Trust Iv Enhanced Short

Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Raymond James Financial
Csenge Advisory Group
Cetera Investment Advisers
Advisor Group Holdings
Stifel Financial
First Trust Advisors
Cambridge Investment Research Advisors
Envestnet Asset Management
Hansen & Associates Financial Group
Commonwealth Equity Services

View all funds holding First Trust Iv Enhanced Short