Clarus Wealth Advisors’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-10,000	Closed	-$128K	–	619
2019 Q1	$128K	Buy	10,000 +450	+5%	+$5.7K	0.1%	158
2018 Q4	$114K	Hold	9,550	–	–	0.18%	147
2018 Q3	$125K	Buy	9,550 +900	+10%	+$11.9K	0.08%	188
2018 Q2	$120K	Buy	+8,650	New	+$121K	0.09%	177

Other funds holding FDD

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

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

Clarus Wealth Advisors sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q2 2019, closing a stake of 10,000 shares — an estimated $128K sold.

Clarus Wealth Advisors first reported a position in FDD in Q2 2018 and held it in 4 quarters. The position peaked at $128K in Q1 2019. 74 funds tracked by Wall St. Rank hold FDD as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 10,000 First Trust STOXX European Select Dividend Income Fund shares in Q2 2019, an estimated $128K.
Clarus Wealth Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $128K in Q1 2019.
74 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2019.

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