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First Trust Iv Enhanced Short shares owned by Herold Advisors

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

Historical chart of Herold Advisors 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 Herold Advisors 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 Herold Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $515k 8.6k 59.91
2024-06-30 $734k 12k 59.64
2024-03-31 $398k 6.7k 59.65
2023-12-31 $770k 13k 59.67

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Top funds holding First Trust Iv Enhanced Short

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

View all funds holding First Trust Iv Enhanced Short