CWA
BICK

Clarus Wealth Advisors’s First Trust BICK Index Fund BICK Stock Holding History

Clarus Wealth Advisors’s Portfolio BICK Stock Details BICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,835
Closed -$77K – 716
2019
Q1 		$77K Hold
2,835
– – 0.06% 234
2018
Q4 		$70K Buy
2,835
+250
+10% +$6.29K 0.11% 214
2018
Q3 		$68K Buy
2,585
+59
+2% +$1.59K 0.04% 256
2018
Q2 		$78K Buy
+2,526
New +$74.3K 0.06% 222

Other funds holding BICK

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust BICK Index Fund (BICK) in Q2 2019, closing a stake of 2,835 shares — an estimated $77K sold.

Clarus Wealth Advisors first reported a position in BICK in Q2 2018 and held it in 4 quarters. The position peaked at $78K in Q2 2018. 35 funds tracked by Wall St. Rank hold BICK as of Q2 2019.

  • Clarus Wealth Advisors reported no remaining First Trust BICK Index Fund position as of Q2 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,835 First Trust BICK Index Fund shares in Q2 2019, an estimated $77K.
  • Clarus Wealth Advisors first reported a position in First Trust BICK Index Fund in Q2 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's First Trust BICK Index Fund position peaked at $78K in Q2 2018.
  • 35 funds tracked by Wall St. Rank held First Trust BICK Index Fund as of Q2 2019.

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