VisionPoint Advisory Group »

First Trust Iv Enhanced Short shares owned by VisionPoint Advisory Group

Quarter-by-quarter ownership of First Trust Iv Enhanced Short (FTSM) shares owned by VisionPoint Advisory Group from 13F filings

Historical chart of VisionPoint Advisory Group 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 VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Iv Enhanced Short by VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 27k 59.91
2025-06-30 $1.5M 25k 59.87
2020-03-31 $597k 10k 59.07
2019-12-31 $589k 9.8k 60.08
2019-09-30 $591k 9.8k 60.13
2019-06-30 $585k 9.7k 60.03
2019-03-31 $440k 7.3k 59.95

More positions owned by VisionPoint Advisory Group

Spdr Series Trust Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Deere & Company (DE)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for VisionPoint Advisory Group

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