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First Trust Iv Enhanced Short shares owned by Financial Advocates Investment Management

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

Historical chart of Financial Advocates Investment Management 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 Financial Advocates Investment Management 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 Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 51k 59.87
2024-06-30 $1.9M 33k 59.60
2024-03-31 $4.1M 70k 58.97
2023-12-31 $3.7M 62k 59.27
2023-09-30 $4.0M 70k 57.56
2023-06-30 $4.4M 73k 59.41
2023-03-31 $4.2M 71k 59.51
2022-12-31 $3.4M 57k 59.44
2022-09-30 $3.2M 54k 59.28
2022-06-30 $4.5M 75k 59.38
2022-03-31 $3.7M 63k 59.53
2021-12-31 $5.0M 82k 60.81
2021-09-30 $5.5M 92k 59.94
2021-06-30 $5.1M 85k 59.94
2021-03-31 $7.5M 125k 59.97
2020-12-31 $7.4M 123k 60.09
2020-09-30 $6.0M 99k 60.03
2020-06-30 $5.1M 85k 59.99
2020-03-31 $3.2M 54k 59.03
2019-12-31 $2.0M 33k 60.08
2019-09-30 $14M 236k 60.07
2019-06-30 $11M 186k 60.05
2019-03-31 $3.7M 62k 59.97
2018-12-31 $1.1M 64k 17.12
2018-09-30 $2.1M 35k 59.82
2018-06-30 $2.2M 36k 60.00
2018-03-31 $381k 6.4k 59.89
2017-12-31 $419k 7.0k 60.01

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Apple Put Option (AAPL)
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Microsoft Corporation Call Option (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Amazon Put Option (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p Us Gwt Call Option (IUSG)
Spdr Ser Tr S&p Metals Mng (XME)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Financial Advocates Investment Management

Top funds holding First Trust Iv Enhanced Short

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
Raymond James Financial Services Advisors
Advisor Group Holdings
GDS Wealth Management
Cetera Investment Advisers
Renaissance Technologies
Bramshill Investments
Tucker Asset Management
Cambridge Investment Research Advisors
Csenge Advisory Group
Raymond James & Associates

View all funds holding First Trust Iv Enhanced Short