First Trust Iv Enhanced Short shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of First Trust Iv Enhanced Short (FTSM) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in First Trust Iv Enhanced Short
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Quarterly reported holdings in First Trust Iv Enhanced Short by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $441k | 7.4k | 59.87 |
| 2024-06-30 | $593k | 10k | 59.60 |
| 2024-03-31 | $900k | 15k | 59.62 |
| 2023-12-31 | $2.8M | 48k | 59.66 |
| 2023-09-30 | $3.9M | 66k | 59.42 |
| 2023-06-30 | $3.4M | 58k | 59.41 |
| 2023-03-31 | $5.7M | 96k | 59.51 |
| 2022-12-31 | $11M | 178k | 59.44 |
| 2022-09-30 | $11M | 177k | 59.32 |
| 2022-06-30 | $5.1M | 86k | 59.38 |
| 2022-03-31 | $1.5M | 25k | 59.50 |
Top funds holding First Trust Iv Enhanced Short
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