Total Clarity Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Total Clarity Wealth Management’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	-46,781	Closed	-$2.78M	–	218
2023 Q1	$2.78M	Sell	46,781 -22,055	-32%	-$1.31M	1.51%	12
2022 Q4	$4.09M	Buy	68,836 +22,496	+49%	+$1.34M	2.08%	4
2022 Q3	$2.75M	Buy	+46,340	New	+$2.75M	1.72%	8

Other funds holding FTSM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 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 $140B AUM 27.84% 1-Year Est. Return

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

Total Clarity Wealth Management's FTSM Position: Q2 2023 in Review

Total Clarity Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2023, closing a stake of 46,781 shares — an estimated $2.78M sold.

Total Clarity Wealth Management first reported a position in FTSM in Q3 2022 and held it in 3 quarters. The position peaked at $4.09M in Q4 2022. 388 funds tracked by Wall St. Rank hold FTSM as of Q2 2023.

Total Clarity Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 46,781 First Trust Enhanced Short Maturity ETF shares in Q2 2023, an estimated $2.78M.
Total Clarity Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2022 and held it in 3 quarters.
Total Clarity Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $4.09M in Q4 2022.
388 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2023.

Based on Total Clarity Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.