CWA
AFEM

Clarus Wealth Advisors’s First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF AFEM Stock Holding History

Clarus Wealth Advisors’s Portfolio AFEM Stock Details AFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-450
Closed -$28K – 686
2019
Q1 		$28K Hold
450
– – 0.02% 374
2018
Q4 		$25K Buy
450
+10
+2% +$574 0.04% 371
2018
Q3 		$27K Sell
440
-300
-41% -$19.3K 0.02% 392
2018
Q2 		$55K Buy
+740
New +$53.1K 0.04% 269

Other funds holding AFEM

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
WFG
Wills Financial Group Richmond, Virginia $275M AUM 24.07% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF (AFEM) in Q2 2019, closing a stake of 450 shares — an estimated $28K sold.

Clarus Wealth Advisors first reported a position in AFEM in Q2 2018 and held it in 4 quarters. The position peaked at $55K in Q2 2018. 39 funds tracked by Wall St. Rank hold AFEM as of Q2 2019.

  • Clarus Wealth Advisors reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position as of Q2 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 450 First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets 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 Emerging Markets ETF in Q2 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position peaked at $55K in Q2 2018.
  • 39 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF as of Q2 2019.

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