FTSM

First Trust Enh Short Mat Fd

Latest period2026 - Q2Total superinvestors42

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 42 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
Nicole Alexander@Gradient Investments Llc
Recent Activity
Increased 10.72%
0.61%
$43.84M
733,976 shares@ 59.73 avg price
Donald E Hodson@Financial Enhancement Group Llc
Recent Activity
Increased 17.75%
2.21%
$18.52M
310,065 shares@ 59.73 avg price
Justin Fulmer@Shelton Wealth Management, Llc
Recent Activity
Increased 0.86%
5.12%
$13.035M
218,227 shares@ 59.73 avg price
Christopher Griffith@Stablepoint Partners, Llc
Recent Activity
Decreased -2.7%
1.77%
$12.761M
213,638 shares@ 59.73 avg price
Justin Soucie@G&s Capital Llc
Recent Activity
Increased 342.21%
1.7%
$5.841M
97,797 shares@ 59.73 avg price
Tara Kos@Plus Group Wealth Advisors Llc
Recent Activity
Increased 16.19%
5.01%
$5.32M
89,073 shares@ 59.74 avg price
Alex Butters@Towerpoint Wealth, Llc
Recent Activity
Increased 4.38%
1.34%
$3.85M
64,461 shares@ 59.73 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -13.69%
0.07%
$3.361M
56,276 shares@ 59.74 avg price
Jennifer Luippold@Castle Rock Wealth Management, Llc
Recent Activity
Increased 0.18%
0.59%
$3.004M
50,293 shares@ 59.74 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Increased 7.89%
0.81%
$2.804M
46,945 shares@ 59.73 avg price

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