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First Trust Iv Enhanced Short shares owned by WR Wealth Planners

Quarter-by-quarter ownership of First Trust Iv Enhanced Short (FTSM) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $766k 13k 59.60
2024-03-31 $900k 15k 59.62
2023-12-31 $929k 16k 59.66
2023-09-30 $934k 16k 59.42
2023-06-30 $920k 16k 59.41
2023-03-31 $2.1M 35k 59.51

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View all positions for WR Wealth Planners

Top funds holding First Trust Iv Enhanced Short

Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Bank of America Corporation
Royal Bank of Canada
Advisor Group Holdings
Raymond James Financial Services Advisors
Cetera Investment Advisers
Cambridge Investment Research Advisors
Bramshill Investments
Renaissance Technologies
Tucker Asset Management
Raymond James & Associates
First Trust Advisors

View all funds holding First Trust Iv Enhanced Short