Clarus Wealth Advisors’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-500	Closed	-$9K	–	605
2019 Q1	$9K	Buy	500 +300	+150%	+$5.23K	0.01%	532
2018 Q4	$3K	Buy	+200	New	+$3.52K	﹤0.01%	617

Other funds holding DVLU

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust Dorsey Wright Momentum & Value ETF (DVLU) in Q2 2019, closing a stake of 500 shares — an estimated $9K sold.

Clarus Wealth Advisors first reported a position in DVLU in Q4 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2019. 7 funds tracked by Wall St. Rank hold DVLU as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Dorsey Wright Momentum & Value ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 500 First Trust Dorsey Wright Momentum & Value ETF shares in Q2 2019, an estimated $9K.
Clarus Wealth Advisors first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q4 2018 and held it in 2 quarters.
Clarus Wealth Advisors's First Trust Dorsey Wright Momentum & Value ETF position peaked at $9K in Q1 2019.
7 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q2 2019.

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