Clarus Wealth Advisors’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-725	Closed	-$52K	–	616
2019 Q1	$52K	Hold	725	–	–	0.04%	279
2018 Q4	$44K	Buy	725 +20	+3%	+$1.34K	0.07%	275
2018 Q3	$54K	Buy	705 +100	+17%	+$7.51K	0.04%	286
2018 Q2	$41K	Buy	+605	New	+$42.7K	0.03%	315

Other funds holding FAD

RJFSA

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

BTS

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q2 2019, closing a stake of 725 shares — an estimated $52K sold.

Clarus Wealth Advisors first reported a position in FAD in Q2 2018 and held it in 4 quarters. The position peaked at $54K in Q3 2018. 42 funds tracked by Wall St. Rank hold FAD as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 725 First Trust Multi Cap Growth AlphaDEX Fund shares in Q2 2019, an estimated $52K.
Clarus Wealth Advisors first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $54K in Q3 2018.
42 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q2 2019.

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