FTSM

First Trust Enh Short Mat Fd

Latest period2024 - Q4Total superinvestors131

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, 131 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

SuperinvestorPortfolio %Reported Value
Mark Hansen@Hansen & Associates Financial Group, Inc.
Recent Activity
Decreased -3.23%
25.98%
$50.975M
853,416 shares@ 59.74 avg price
Erica Dore@Gds Wealth Management
Recent Activity
Decreased -43.12%
4.56%
$50.043M
837,263 shares@ 59.78 avg price
Nicole Alexander@Gradient Investments Llc
Recent Activity
Decreased -11.85%
0.65%
$31.95M
534,545 shares@ 59.77 avg price
Matthew Stolen@Kingsview Wealth Management, Llc
Recent Activity
Decreased -9.03%
0.54%
$27.479M
459,743 shares@ 59.78 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 8.15%
0.08%
$26.476M
442,971 shares@ 59.77 avg price
Becki Goebel@Tcp Asset Management, Llc
Recent Activity
New Position
4.15%
$18.798M
314,504 shares@ 59.77 avg price
Tammi Ellis@Holistic Planning, Llc
Recent Activity
Increased 1689.74%
5.67%
$15.624M
261,409 shares@ 59.77 avg price
Ron King@Capital Investment Advisory Services, Llc
Recent Activity
Increased 2.06%
1.51%
$15.62M
261,333 shares@ 59.78 avg price
Todd Jessup@Synergy Asset Management, Llc
Recent Activity
Increased 76.58%
1.15%
$14.798M
247,297 shares@ 59.84 avg price
Adam Laibson@Mainsail Financial Group, Llc
Recent Activity
Increased 6.61%
8.49%
$14.646M
245,046 shares@ 59.78 avg price

1-10 of 131