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First Trust Iv Enhanced Short shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.8M 29k 59.87
2025-03-31 $2.1M 36k 59.84
2024-12-31 $2.2M 36k 59.77
2024-09-30 $2.2M 37k 59.87
2024-06-30 $1.9M 32k 59.60
2024-03-31 $0 0 0.00

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

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