FTSM

First Trust Enh Short Mat Fd

Latest period2024 - Q4Total superinvestors56

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 56 superinvestors own shares of First Trust Enh Short Mat Fd (FTSM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Enh Short Mat Fd (FTSM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Enh Short Mat Fd (FTSM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Enh Short Mat Fd (FTSM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
J. Bradley Zellar@Park National Corp Oh
Recent Activity
Decreased -7.51%
0.51%
$13.674M
228,785 shares@ 59.77 avg price
Donald E. Hodson@Financial Enhancement Group Llc
Recent Activity
Decreased -18.89%
2.02%
$13.185M
220,491 shares@ 59.81 avg price
Ted S Rich@Rivertree Advisors, Llc
Recent Activity
Decreased -23.72%
8.6%
$13.077M
218,789 shares@ 59.78 avg price
Aryn Sands@Sebold Capital Management, Inc.
Recent Activity
Decreased -2.79%
3.63%
$5.415M
90,603 shares@ 59.78 avg price
Alex Butters@Towerpoint Wealth, Llc
Recent Activity
Decreased -17.55%
1.83%
$3.72M
62,237 shares@ 59.77 avg price
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
Decreased -0.19%
0.31%
$1.973M
33,014 shares@ 59.77 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -13.44%
0.1%
$1.778M
29,741 shares@ 59.78 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
Decreased -3.28%
0.64%
$1.616M
27,029 shares@ 59.77 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Decreased -1.19%
0.13%
$1.157M
19,358 shares@ 59.78 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Decreased -6.89%
0.42%
$1.018M
17,037 shares@ 59.77 avg price