Clarus Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Clarus Wealth Advisors’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 Q2	–	Sell	-6,519	Closed	-$388K	–	131
2023 Q1	$388K	Buy	+6,519	New	+$388K	0.24%	82
2022 Q3	–	Sell	-8,335	Closed	-$495K	–	109
2022 Q2	$495K	Buy	+8,335	New	+$496K	0.35%	51
2021 Q4	–	Sell	-10,089	Closed	-$605K	–	109
2021 Q3	$605K	Sell	10,089 -97	-1%	-$5.81K	0.37%	45
2021 Q2	$611K	Buy	10,186 +152	+2%	+$9.12K	0.38%	46
2021 Q1	$602K	Buy	10,034 +6,108	+156%	+$367K	0.38%	53
2020 Q4	$236K	Buy	3,926 +25	+0.6%	+$1.5K	0.16%	113
2020 Q3	$234K	Sell	3,901 -4,076	-51%	-$245K	0.18%	106
2020 Q2	$479K	Buy	+7,977	New	+$476K	0.4%	54
2019 Q2	–	Sell	-200	Closed	-$12K	–	638
2019 Q1	$12K	Sell	200 -300	-60%	-$18K	0.01%	495
2018 Q4	$30K	Hold	500	–	–	0.05%	335
2018 Q3	$30K	Hold	500	–	–	0.02%	373
2018 Q2	$30K	Buy	+500	New	+$30K	0.02%	364

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Clarus Wealth Advisors's FTSM Position: Q2 2023 in Review

Clarus Wealth Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2023, closing a stake of 6,519 shares — an estimated $388K sold.

Clarus Wealth Advisors first reported a position in FTSM in Q2 2018 and held it in 12 quarters. The position peaked at $611K in Q2 2021. 389 funds tracked by Wall St. Rank hold FTSM as of Q2 2023.

Clarus Wealth Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2023 after selling out during the quarter.
Clarus Wealth Advisors sold 6,519 First Trust Enhanced Short Maturity ETF shares in Q2 2023, an estimated $388K.
Clarus Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2018 and held it in 12 quarters.
Clarus Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $611K in Q2 2021.
389 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2023.

Based on Clarus Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.