Clarus Wealth Advisors’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,100	Closed	-$60K	–	622
2019 Q1	$60K	Sell	1,100 -300	-21%	-$16K	0.04%	263
2018 Q4	$69K	Sell	1,400 -400	-22%	-$21K	0.11%	215
2018 Q3	$107K	Buy	1,800 +50	+3%	+$2.97K	0.07%	205
2018 Q2	$110K	Buy	+1,750	New	+$110K	0.08%	186

Other funds holding FDT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

RJFSA

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

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

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

BTS

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

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

Clarus Wealth Advisors sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2019, closing a stake of 1,100 shares — an estimated $60K sold.

Clarus Wealth Advisors first reported a position in FDT in Q2 2018 and held it in 4 quarters. The position peaked at $110K in Q2 2018. 99 funds tracked by Wall St. Rank hold FDT as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,100 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2019, an estimated $60K.
Clarus Wealth Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $110K in Q2 2018.
99 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2019.

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