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First Trust Iv Enhanced Short shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in First Trust Iv Enhanced Short

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All positions including First Trust Iv Enhanced Short held by Triad 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 38k 59.91
2025-06-30 $3.1M 51k 59.87
2025-03-31 $436k 7.3k 59.84
2024-06-30 $1.3k 22 59.59

More positions owned by Triad Wealth Partners

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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

Top funds holding First Trust Iv Enhanced Short

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

View all funds holding First Trust Iv Enhanced Short