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First Trust Iv Enhanced Short shares owned by Keebeck Wealth Management

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

Historical chart of Keebeck Wealth 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 Keebeck Wealth 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 Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 50k 59.66
2023-09-30 $3.4M 57k 59.67
2023-06-30 $4.8M 81k 59.64
2023-03-31 $4.9M 82k 59.72
2022-12-31 $4.6M 78k 59.44
2022-09-30 $4.6M 78k 59.43
2022-06-30 $4.6M 77k 59.44

More positions owned by Keebeck Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Fds Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Eafe Grwth Etf (EFG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr U.s. Tech Etf (IYW)
Lowe's Companies (LOW)

View all positions for Keebeck Wealth Management

Top funds holding First Trust Iv Enhanced Short

Wells Fargo & Company
UBS Group
Bank of America Corporation
Royal Bank of Canada
Advisor Group Holdings
Raymond James Financial Services Advisors
Tucker Asset Management
Cambridge Investment Research Advisors
Csenge Advisory Group
Prospera Financial Services
Raymond James & Associates
Stifel Financial
Coppell Advisory Solutions
Commonwealth Equity Services
Global Assets Advisory

View all funds holding First Trust Iv Enhanced Short