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First Trust Iv Enhanced Short shares owned by Wilkerson Advisory Group

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

Historical chart of Wilkerson 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 Wilkerson Advisory Group 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 Wilkerson Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $582k 9.7k 59.78

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State Street Spdr S&p 500 Etf Etf (SPY)
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Avantis International Equity Etf Etf (AVDE)
Federated Hermes Total Return Bond Etf Etf (FTRB)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Avantis U.s. Equity Etf Etf (AVUS)
American Century U.s. Quality Growth Etf Etf (QGRO)
Invesco Qqq Trust Series I Etf (QQQ)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Bluerock Pvt Real Estate Cef (BPRE)
Access Treasury 0-1 Year Etf Etf (GBIL)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Caterpillar Stock (CAT)

View all positions for Wilkerson Advisory Group

Top funds holding First Trust Iv Enhanced Short

Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Concurrent Investment Advisors
Raymond James Financial
Bank of America Corporation
Csenge Advisory Group
Cetera Investment Advisers
Commonwealth Equity Services
Stifel Financial
Advisor Group Holdings
BDFS Capital
Cambridge Investment Research Advisors

View all funds holding First Trust Iv Enhanced Short