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
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 8.15%
0.08%
$26.476M
442,971 shares@ 59.77 avg price
Justin Fulmer@Shelton Wealth Management, Llc
Recent Activity
Increased 10.01%
6.97%
$13.463M
225,240 shares@ 59.77 avg price
JOSEPH STOCK@Lake Street Private Wealth, Llc
Recent Activity
Increased 4.5%
2.07%
$12.945M
216,574 shares@ 59.77 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 1.65%
0.03%
$12.6M
210,457 shares@ 59.87 avg price
Michelle Schwab@Ellsworth Advisors, Llc
Recent Activity
Increased 6.22%
2.84%
$10.823M
181,070 shares@ 59.78 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 80.62%
0.2%
$6.763M
112,916 shares@ 59.89 avg price
Aryn Sands@Ewg Elevate Inc.
Recent Activity
Increased 4.41%
1.27%
$4.142M
69,294 shares@ 59.77 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Increased 4.91%
0.63%
$4.113M
68,814 shares@ 59.78 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Increased 4.7%
0.58%
$3.961M
66,271 shares@ 59.78 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 52.37%
0.14%
$3.771M
63,089 shares@ 59.77 avg price