First Trust Iv Enhanced Short shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of First Trust Iv Enhanced Short (FTSM) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in First Trust Iv Enhanced Short
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Quarterly reported holdings in First Trust Iv Enhanced Short by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 334k | 59.93 |
| 2023-03-31 | $799k | 13k | 59.51 |
| 2022-12-31 | $739k | 12k | 59.44 |
| 2022-09-30 | $996k | 17k | 59.38 |
| 2022-06-30 | $1.3M | 22k | 59.45 |
| 2022-03-31 | $13M | 211k | 59.53 |
| 2021-12-31 | $38M | 631k | 59.80 |
| 2021-09-30 | $14M | 239k | 59.95 |
| 2021-06-30 | $15M | 252k | 59.94 |
| 2021-03-31 | $26M | 429k | 60.04 |
| 2020-12-31 | $25M | 419k | 60.02 |
| 2020-09-30 | $26M | 424k | 60.03 |
| 2020-06-30 | $25M | 421k | 60.02 |
| 2020-03-31 | $25M | 415k | 59.15 |
| 2019-12-31 | $24M | 405k | 60.21 |
| 2019-09-30 | $28M | 462k | 60.12 |
| 2019-06-30 | $28M | 461k | 60.05 |
| 2019-03-31 | $25M | 421k | 59.97 |
| 2018-12-31 | $24M | 403k | 59.85 |
| 2018-09-30 | $23M | 381k | 60.05 |
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