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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,922	Closed	-$71K	–	623
2019 Q1	$71K	Hold	1,922	–	–	0.05%	243
2018 Q4	$64K	Sell	1,922 -200	-9%	-$7.28K	0.1%	226
2018 Q3	$89K	Hold	2,122	–	–	0.06%	217
2018 Q2	$92K	Buy	+2,122	New	+$93.2K	0.07%	207

Other funds holding FDTS

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

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

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

Clarus Wealth Advisors sold out of First Trust Developed Markets ex-US Small Cap AlphaDEX Fund (FDTS) in Q2 2019, closing a stake of 1,922 shares — an estimated $71K sold.

Clarus Wealth Advisors first reported a position in FDTS in Q2 2018 and held it in 4 quarters. The position peaked at $92K in Q2 2018. 14 funds tracked by Wall St. Rank hold FDTS as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Developed Markets ex-US Small Cap AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,922 First Trust Developed Markets ex-US Small Cap AlphaDEX Fund shares in Q2 2019, an estimated $71K.
Clarus Wealth Advisors first reported a position in First Trust Developed Markets ex-US Small Cap AlphaDEX Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust Developed Markets ex-US Small Cap AlphaDEX Fund position peaked at $92K in Q2 2018.
14 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US Small Cap AlphaDEX Fund as of Q2 2019.

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