Morton Brown Family Wealth »

First Trust Iv Enhanced Short shares owned by Morton Brown Family Wealth

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

Historical chart of Morton Brown Family Wealth 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 Morton Brown Family Wealth 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 Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1k 35 59.94

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Avantis International Small Cap Value Etf Etf (AVDV)
Ishares National Muni Bond Etf Etf (MUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

Top funds holding First Trust Iv Enhanced Short

LPL Financial
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Raymond James Financial
Csenge Advisory Group
Cetera Investment Advisers
Advisor Group Holdings
Stifel Financial
First Trust Advisors
Cambridge Investment Research Advisors
GDS Wealth Management
Envestnet Asset Management
Hansen & Associates Financial Group
Commonwealth Equity Services

View all funds holding First Trust Iv Enhanced Short