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 $1.89T 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

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

TAM

Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return

Clearview Wealth Advisors's FTSM Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2023, closing a stake of 55 shares — an estimated $3.3K sold.

Clearview Wealth Advisors first reported a position in FTSM in Q4 2020 and held it in 11 quarters. The position peaked at $27K in Q4 2021. 391 funds tracked by Wall St. Rank hold FTSM as of Q3 2023.

Clearview Wealth Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 55 First Trust Enhanced Short Maturity ETF shares in Q3 2023, an estimated $3.3K.
Clearview Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $27K in Q4 2021.
391 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.