First Trust Advisors’s Clearfield CLFD Stock Holding History

First Trust Advisors’s Portfolio CLFD Stock Details CLFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-33,739	Closed	-$1.57M	–	2362
2023 Q1	$1.57M	Sell	33,739 -2,676	-7%	-$172K	﹤0.01%	1801
2022 Q4	$3.43M	Buy	+36,415	New	+$3.84M	﹤0.01%	1425
2022 Q3	–	Sell	-17,125	Closed	-$1.06M	–	2491
2022 Q2	$1.06M	Sell	17,125 -595	-3%	-$34.9K	﹤0.01%	1963
2022 Q1	$1.16M	Sell	17,720 -769	-4%	-$48.3K	﹤0.01%	1996
2021 Q4	$1.56M	Buy	18,489 +2,272	+14%	+$143K	﹤0.01%	1885
2021 Q3	$716K	Buy	+16,217	New	+$681K	﹤0.01%	2158

Other funds holding CLFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

First Trust Advisors's CLFD Position: Q2 2023 in Review

First Trust Advisors sold out of Clearfield (CLFD) in Q2 2023, closing a stake of 33,739 shares — an estimated $1.57M sold.

First Trust Advisors first reported a position in CLFD in Q3 2021 and held it in 6 quarters. The position peaked at $3.43M in Q4 2022. 149 funds tracked by Wall St. Rank hold CLFD as of Q2 2023.

First Trust Advisors reported no remaining Clearfield position as of Q2 2023 after selling out during the quarter.
First Trust Advisors sold 33,739 Clearfield shares in Q2 2023, an estimated $1.57M.
First Trust Advisors first reported a position in Clearfield in Q3 2021 and held it in 6 quarters.
First Trust Advisors's Clearfield position peaked at $3.43M in Q4 2022.
149 funds tracked by Wall St. Rank held Clearfield as of Q2 2023.

Based on First Trust Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.