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First Trust Iv Enhanced Short shares owned by Core Wealth Partners

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

Historical chart of Core Wealth Partners 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 Core Wealth Partners 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 Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.1M 102k 59.62
2023-12-31 $5.4M 90k 59.66
2023-09-30 $4.9M 83k 59.42
2023-06-30 $4.6M 78k 59.41
2023-03-31 $4.0M 67k 59.51
2022-12-31 $2.3M 40k 58.07

More positions owned by Core Wealth Partners

Rockwell Automation (ROK)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Skyworks Solutions (SWKS)
Ametek (AME)
Amazon (AMZN)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Short Treas Bd (SHV)
Boeing Company (BA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for Core Wealth Partners

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
Prospera Financial Services
Raymond James & Associates
Stifel Financial
Coppell Advisory Solutions
Commonwealth Equity Services
Global Assets Advisory
IFP Advisors

View all funds holding First Trust Iv Enhanced Short