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
Matthew Heller@Willner & Heller, Llc
Recent Activity
Decreased -14%
0.8%
$908,756
15,204 shares@ 59.78 avg price
Noah Seidenberg@Inspirion Wealth Advisors, Llc
Recent Activity
Decreased -18.22%
0.13%
$893,173
14,936 shares@ 59.81 avg price
Diana Blair@Sage Capital Advisors,llc
Recent Activity
Decreased -5.17%
0.22%
$820,868
13,734 shares@ 59.77 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Decreased -22.95%
0.04%
$773,387
12,939 shares@ 59.78 avg price
Teresa Burch@Atwood & Palmer Inc
Recent Activity
Decreased -3.3%
0.06%
$744,137
12,450 shares@ 59.78 avg price
Michael Little@Grant Grossmendelsohn, Llc
Recent Activity
Decreased -53.82%
0.23%
$435,544
7,287 shares@ 59.78 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Decreased -9.73%
0.05%
$427,208
7,148 shares@ 59.77 avg price
Ashleigh Swayze@San Luis Wealth Advisors Llc
Recent Activity
Decreased -37.85%
0.09%
$427,000
7,146 shares@ 59.76 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -13.76%
0.01%
$321,622
5,381 shares@ 59.77 avg price
Ashleigh Swayze@Brendel Financial Advisors Llc
Recent Activity
Decreased -8.33%
0.19%
$313,000
5,234 shares@ 59.81 avg price