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
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Increased 3.38%
0.9%
$1.818M
30,418 shares@ 59.78 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -13.44%
0.1%
$1.778M
29,741 shares@ 59.78 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
Decreased -3.28%
0.64%
$1.616M
27,029 shares@ 59.77 avg price
Sheena Hanson@Uncommon Cents Investing Llc
Recent Activity
0.41%
$1.36M
22,750 shares@ 59.78 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
Increased 17.66%
0.27%
$1.198M
20,042 shares@ 59.78 avg price
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
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Decreased -1.19%
0.13%
$1.157M
19,358 shares@ 59.78 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Decreased -6.89%
0.42%
$1.018M
17,037 shares@ 59.77 avg price
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