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First Trust Iv Enhanced Short shares owned by Summit Financial

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

Historical chart of Summit Financial investment in First Trust Iv Enhanced Short

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All positions including First Trust Iv Enhanced Short held by Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 32k 60.12
2024-06-30 $2.0M 33k 59.84
2024-03-31 $1.6M 27k 59.87
2023-12-31 $462k 7.7k 59.66

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Top funds holding First Trust Iv Enhanced Short

LPL Financial
Wells Fargo & Company
UBS Group
Bank of America Corporation
Royal Bank of Canada
Raymond James Financial Services Advisors
Advisor Group Holdings
Bramshill Investments
Renaissance Technologies
Cetera Investment Advisers
Cambridge Investment Research Advisors
Csenge Advisory Group
Raymond James & Associates
Hansen & Associates Financial Group
Stifel Financial

View all funds holding First Trust Iv Enhanced Short