Clarus Wealth Advisors’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

Clarus Wealth Advisors’s Portfolio AFDM Stock Details AFDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-500	Closed	-$28K	–	685
2019 Q1	$28K	Hold	500	–	–	0.02%	373
2018 Q4	$26K	Hold	500	–	–	0.04%	362
2018 Q3	$31K	Hold	500	–	–	0.02%	368
2018 Q2	$32K	Buy	+500	New	+$32.1K	0.02%	355

Other funds holding AFDM

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Clarus Wealth Advisors's AFDM Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q2 2019, closing a stake of 500 shares — an estimated $28K sold.

Clarus Wealth Advisors first reported a position in AFDM in Q2 2018 and held it in 4 quarters. The position peaked at $32K in Q2 2018. 56 funds tracked by Wall St. Rank hold AFDM as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 500 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2019, an estimated $28K.
Clarus Wealth Advisors first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $32K in Q2 2018.
56 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.