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First Trust Iv Enhanced Short shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in First Trust Iv Enhanced Short

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All positions including First Trust Iv Enhanced Short held by Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $875k 15k 59.87

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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