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

Clark Capital Management Group’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
2017
Q3 		– Sell
-3,974
Closed -$238K – 305
2017
Q2 		$238K Buy
3,974
+611
+18% +$36.7K 0.01% 250
2017
Q1 		$202K Buy
+3,363
New +$202K 0.01% 276

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clark Capital Management Group's FTSM Position: Q3 2017 in Review

Clark Capital Management Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2017, closing a stake of 3,974 shares — an estimated $238K sold.

Clark Capital Management Group first reported a position in FTSM in Q1 2017 and held it in 2 quarters. The position peaked at $238K in Q2 2017. 73 funds tracked by Wall St. Rank hold FTSM as of Q3 2017.

  • Clark Capital Management Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2017 after selling out during the quarter.
  • Clark Capital Management Group sold 3,974 First Trust Enhanced Short Maturity ETF shares in Q3 2017, an estimated $238K.
  • Clark Capital Management Group first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2017 and held it in 2 quarters.
  • Clark Capital Management Group's First Trust Enhanced Short Maturity ETF position peaked at $238K in Q2 2017.
  • 73 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2017.

Based on Clark Capital Management Group's 13F filing for Q3 2017, filed 14 Nov 2017.