HPM Partners »

First Trust Iv Enhanced Short shares owned by HPM Partners

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

Historical chart of HPM Partners 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 HPM Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Iv Enhanced Short by HPM Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 196k 59.87
2024-06-30 $12M 196k 59.60
2024-03-31 $12M 197k 59.62
2023-12-31 $12M 196k 59.66
2023-09-30 $16M 268k 59.42

More positions owned by HPM Partners

Vanguard Index Fds Etf (VOO)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Spdr S&p 500 Etf Tr Etf (SPY)
Procter And Gamble Stock (PG)
NVIDIA Corporation (NVDA)
Ishares Tr Etf (IVV)
Vanguard Tax-managed Fds Stock (VEA)
Ishares Tr Etf (IEFA)
Amazon Stock (AMZN)
Eli Lilly & Co Stock (LLY)
Ishares Tr Stock (AGG)
Ishares Tr Stock (QUAL)
Alphabet Stock (GOOGL)
Facebook Inc cl a (META)

View all positions for HPM Partners

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