Clarus Wealth Advisors’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-800	Closed	-$24K	–	618
2019 Q1	$24K	Hold	800	–	–	0.02%	389
2018 Q4	$22K	Sell	800 -200	-20%	-$5.73K	0.03%	390
2018 Q3	$31K	Hold	1,000	–	–	0.02%	366
2018 Q2	$29K	Buy	+1,000	New	+$29.8K	0.02%	368

Other funds holding FCVT

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

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

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

Clarus Wealth Advisors sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q2 2019, closing a stake of 800 shares — an estimated $24K sold.

Clarus Wealth Advisors first reported a position in FCVT in Q2 2018 and held it in 4 quarters. The position peaked at $31K in Q3 2018. 54 funds tracked by Wall St. Rank hold FCVT as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 800 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2019, an estimated $24K.
Clarus Wealth Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust SSI Strategic Convertible Securities ETF position peaked at $31K in Q3 2018.
54 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2019.

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