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First Trust Iv Enhanced Short shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners 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 Summit Wealth Partners 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 Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 41k 59.87
2024-06-30 $1.6M 27k 59.60
2024-03-31 $1.8M 31k 59.62
2023-12-31 $1.6M 26k 59.66
2023-09-30 $846k 14k 59.42
2023-06-30 $1.1M 18k 59.41

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Brown & Brown (BRO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Summit Wealth Partners

Top funds holding First Trust Iv Enhanced Short

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
Raymond James Financial Services Advisors
Advisor Group Holdings
GDS Wealth Management
Cetera Investment Advisers
Renaissance Technologies
Bramshill Investments
Tucker Asset Management
Cambridge Investment Research Advisors
Csenge Advisory Group
Raymond James & Associates

View all funds holding First Trust Iv Enhanced Short