First Trust Iv Enhanced Short shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of First Trust Iv Enhanced Short (FTSM) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in First Trust Iv Enhanced Short
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Quarterly reported holdings in First Trust Iv Enhanced Short by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.4M | 57k | 59.93 |
| 2025-09-30 | $1.1M | 18k | 59.91 |
| 2025-06-30 | $1.3M | 22k | 59.87 |
| 2025-03-31 | $1.1M | 19k | 59.84 |
| 2024-12-31 | $913k | 15k | 59.77 |
| 2024-09-30 | $868k | 15k | 59.87 |
| 2024-06-30 | $1.1M | 18k | 59.60 |
| 2024-03-31 | $715k | 12k | 59.62 |
| 2023-12-31 | $1.1M | 18k | 59.66 |
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