Clarus Wealth Advisors’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,650	Closed	-$74K	–	621
2019 Q1	$74K	Buy	1,650 +200	+14%	+$9.03K	0.06%	238
2018 Q4	$59K	Buy	1,450 +250	+21%	+$11.4K	0.09%	238
2018 Q3	$61K	Buy	1,200 +400	+50%	+$20.8K	0.04%	266
2018 Q2	$38K	Buy	+800	New	+$39.7K	0.03%	325

Other funds holding FDM

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

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

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

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

RJFSA

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

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

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

Clarus Wealth Advisors sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2019, closing a stake of 1,650 shares — an estimated $74K sold.

Clarus Wealth Advisors first reported a position in FDM in Q2 2018 and held it in 4 quarters. The position peaked at $74K in Q1 2019. 50 funds tracked by Wall St. Rank hold FDM as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,650 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2019, an estimated $74K.
Clarus Wealth Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust Dow Jones Select MicroCap Index Fund position peaked at $74K in Q1 2019.
50 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2019.

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