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
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
Paul Zarling@Client First Investment Management Llc
Recent Activity
Increased 11.39%
0.19%
$291,310
4,874 shares@ 59.77 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
0.03%
$240,520
4,024 shares@ 59.78 avg price
Aryn Sands@City Center Advisors, Llc
Recent Activity
New Position
0.24%
$209,793
3,510 shares@ 59.78 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
Decreased -32.41%
0.04%
$173,333
2,900 shares@ 59.77 avg price
Radha Rai@Global Trust Asset Management, Llc
Recent Activity
New Position
0.07%
$158,988
2,660 shares@ 59.77 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Decreased -31.58%
0.1%
$123,000
2,062 shares@ 59.66 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
New Position
0.01%
$90,970
1,522 shares@ 59.78 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
0.01%
$83,678
1,400 shares@ 59.77 avg price