FTSM

First Trust Enh Short Mat Fd

Latest period2024 - Q4Total superinvestors56

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Aryn Sands@Sebold Capital Management, Inc. Recent Activity Decreased -2.79%	3.63%	$5.415M 90,603 shares@ 59.78 avg price	Decreased -2.79%
Aryn Sands@Ewg Elevate Inc. Recent Activity Increased 4.41%	1.27%	$4.142M 69,294 shares@ 59.77 avg price	Increased 4.41%
Randall Eli Joseph@Secure Asset Management, Llc Recent Activity Increased 4.91%	0.63%	$4.113M 68,814 shares@ 59.78 avg price	Increased 4.91%
Keith Greenwald@Aprio Wealth Management, Llc Recent Activity Increased 4.7%	0.58%	$3.961M 66,271 shares@ 59.78 avg price	Increased 4.7%
Amanda Ross@Ameritas Advisory Services, Llc Recent Activity Increased 52.37%	0.14%	$3.771M 63,089 shares@ 59.77 avg price	Increased 52.37%
Alex Butters@Towerpoint Wealth, Llc Recent Activity Decreased -17.55%	1.83%	$3.72M 62,237 shares@ 59.77 avg price	Decreased -17.55%
Jacob Godfrey@International Assets Investment Management, Llc Recent Activity New Position	0.27%	$3.116M 52,109 shares@ 59.8 avg price	New Position
Richard A. Flora@Key Client Fiduciary Advisors, Llc Recent Activity Increased 2.59%	0.95%	$2.144M 35,871 shares@ 59.78 avg price	Increased 2.59%
Brian Glenn@Premier Path Wealth Partners, Llc Recent Activity Decreased -0.19%	0.31%	$1.973M 33,014 shares@ 59.77 avg price	Decreased -0.19%
James Krause@Wealthcare Advisory Partners Llc Recent Activity Increased 59.22%	0.06%	$1.881M 31,468 shares@ 59.77 avg price	Increased 59.22%