First Trust Iv Enhanced Short shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of First Trust Iv Enhanced Short (FTSM) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in First Trust Iv Enhanced Short
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Quarterly reported holdings in First Trust Iv Enhanced Short by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 102k | 59.91 |
| 2025-06-30 | $5.8M | 97k | 59.87 |
| 2025-03-31 | $5.7M | 95k | 59.84 |
| 2024-12-31 | $5.4M | 91k | 59.77 |
| 2024-09-30 | $5.0M | 84k | 59.87 |
| 2023-09-30 | $4.4M | 75k | 59.42 |
| 2023-06-30 | $41k | 694 | 59.43 |
| 2023-03-31 | $41k | 687 | 59.48 |
| 2022-12-31 | $4.4M | 75k | 59.55 |
| 2022-09-30 | $4.4M | 74k | 59.29 |
| 2022-03-31 | $4.8M | 81k | 59.39 |
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