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First Trust Iv Enhanced Short shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 72k 59.66
2023-09-30 $13M 218k 59.42
2023-06-30 $16M 267k 59.41
2023-03-31 $28M 468k 59.51
2022-12-31 $40M 675k 59.44
2022-09-30 $53M 889k 59.32
2022-06-30 $68M 1.1M 59.38
2022-03-31 $77M 1.3M 59.53
2021-12-31 $81M 1.3M 59.80
2021-09-30 $82M 1.4M 59.95
2021-06-30 $78M 1.3M 59.94
2021-03-31 $79M 1.3M 59.97
2020-12-31 $76M 1.3M 60.04
2020-09-30 $70M 1.2M 60.02
2020-06-30 $65M 1.1M 59.99
2020-03-31 $59M 994k 59.03
2019-12-31 $57M 943k 60.09
2019-09-30 $54M 897k 60.07
2019-06-30 $58M 968k 60.05
2019-03-31 $54M 898k 59.98
2018-12-31 $53M 886k 59.85
2018-09-30 $36M 604k 60.02
2018-06-30 $33M 543k 59.99
2018-03-31 $24M 393k 59.96
2017-12-31 $19M 316k 59.98
2017-09-30 $17M 279k 60.00

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding First Trust Iv Enhanced Short

Wells Fargo & Company
UBS Group
Bank of America Corporation
Royal Bank of Canada
Advisor Group Holdings
Raymond James Financial Services Advisors
Tucker Asset Management
Cambridge Investment Research Advisors
Csenge Advisory Group
Prospera Financial Services
Raymond James & Associates
Stifel Financial
Coppell Advisory Solutions
Commonwealth Equity Services
Global Assets Advisory

View all funds holding First Trust Iv Enhanced Short