CAM
FTSM icon

Clark Asset Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Clark Asset Management’s Portfolio FTSM Stock Details FTSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,939
Closed -$293K – 84
2023
Q3 		$293K Buy
+4,939
New +$294K 0.13% 57

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Clark Asset Management's FTSM Position: Q4 2023 in Review

Clark Asset Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2023, closing a stake of 4,939 shares — an estimated $293K sold.

Clark Asset Management first reported a position in FTSM in Q3 2023 and held it in 1 quarter. The position peaked at $293K in Q3 2023. 418 funds tracked by Wall St. Rank hold FTSM as of Q4 2023.

  • Clark Asset Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2023 after selling out during the quarter.
  • Clark Asset Management sold 4,939 First Trust Enhanced Short Maturity ETF shares in Q4 2023, an estimated $293K.
  • Clark Asset Management first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2023 and held it in 1 quarter.
  • Clark Asset Management's First Trust Enhanced Short Maturity ETF position peaked at $293K in Q3 2023.
  • 418 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2023.

Based on Clark Asset Management's 13F filing for Q4 2023, filed 28 Apr 2025.