San Luis Wealth Advisors »

First Trust Iv Enhanced Short shares owned by San Luis Wealth Advisors

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

Historical chart of San Luis Wealth Advisors 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 San Luis Wealth Advisors 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 San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 36k 59.62
2023-12-31 $9.5M 159k 59.66
2023-09-30 $14M 238k 59.42
2023-06-30 $11M 191k 59.41

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Verizon Communications (VZ)
Select Sector Spdr Tr Technology (XLK)
Visa Com Cl A (V)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
JPMorgan Chase & Co. (JPM)
Mastercard Incorporated Cl A (MA)
3M Company (MMM)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

View all positions for San Luis Wealth Advisors

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
Prospera Financial Services
Raymond James & Associates
Stifel Financial
Coppell Advisory Solutions
Commonwealth Equity Services
Global Assets Advisory
IFP Advisors

View all funds holding First Trust Iv Enhanced Short