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
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%
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%
Christine McElvania@Quad-cities Investment Group, Llc Recent Activity Increased 3.38%	0.9%	$1.818M 30,418 shares@ 59.78 avg price	Increased 3.38%
Lori L Liffring@Cambridge Advisors Inc. Recent Activity Increased 17.66%	0.27%	$1.198M 20,042 shares@ 59.78 avg price	Increased 17.66%
FRANK TABAR@Farmers & Merchants Trust Co Of Long Beach Recent Activity Increased 22.1%	0.29%	$1.168M 19,538 shares@ 59.77 avg price	Increased 22.1%
Dorothy L Broadhead@Truewealth Advisors, Llc Recent Activity Increased 78.58%	0.27%	$785,437 13,141 shares@ 59.77 avg price	Increased 78.58%
Thomas J Bellaro@Park Avenue Securities Llc Recent Activity Increased 58.02%	0.01%	$526,000 8,806 shares@ 59.74 avg price	Increased 58.02%
Sheri M. Cuff@Certified Advisory Corp Recent Activity Increased 0.47%	0.05%	$424,394 7,100 shares@ 59.78 avg price	Increased 0.47%
Paul Zarling@Client First Investment Management Llc Recent Activity Increased 11.39%	0.19%	$291,310 4,874 shares@ 59.77 avg price	Increased 11.39%
Michael Schremser@Tsfg, Llc Recent Activity Increased 1.67%	0.01%	$37,000 612 shares@ 60.46 avg price	Increased 1.67%