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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

Tip: Access up to 7 years of quarterly data

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
2025-09-30 $18M 301k 59.91
2025-06-30 $17M 288k 59.87
2025-03-31 $18M 301k 59.84
2024-12-31 $16M 261k 59.77
2024-09-30 $875k 15k 59.87

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View all positions for Holistic Planning

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