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

Clearview 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 Q3	–	Sell	-55	Closed	-$3.3K	–	307
2023 Q2	$3.3K	Buy	55 +1	+2%	+$60	﹤0.01%	474
2023 Q1	$3.27K	Hold	54	–	–	﹤0.01%	472
2022 Q4	$3.25K	Hold	54	–	–	﹤0.01%	436
2022 Q3	$3K	Buy	54 +1	+2%	+$59	﹤0.01%	452
2022 Q2	$3K	Hold	53	–	–	﹤0.01%	471
2022 Q1	$3K	Sell	53 -392	-88%	-$23.4K	﹤0.01%	487
2021 Q4	$27K	Sell	445 -1	-0.2%	-$60	0.02%	294
2021 Q3	$27K	Buy	446 +1	+0.2%	+$60	0.02%	299
2021 Q2	$27K	Buy	445 +1	+0.2%	+$60	0.02%	304
2021 Q1	$27K	Hold	444	–	–	0.02%	297
2020 Q4	$27K	Buy	+444	New	+$26.7K	0.02%	267

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return