Clarus Wealth Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-15,302	Closed	-$328K	–	134
2022 Q4	$328K	Buy	15,302 +2,157	+16%	+$43.2K	0.21%	93
2022 Q3	$248K	Sell	13,145 -4,609	-26%	-$96.6K	0.18%	95
2022 Q2	$367K	Buy	17,754 +1,074	+6%	+$25.4K	0.26%	72
2022 Q1	$422K	Buy	16,680 +898	+6%	+$23.1K	0.26%	69
2021 Q4	$427K	Buy	15,782 +1,871	+13%	+$48.8K	0.25%	64
2021 Q3	$373K	Sell	13,911 -273	-2%	-$7.5K	0.23%	71
2021 Q2	$393K	Buy	14,184 +304	+2%	+$8.47K	0.25%	73
2021 Q1	$375K	Buy	13,880 +1,562	+13%	+$41.4K	0.23%	82
2020 Q4	$323K	Sell	12,318 -50	-0.4%	-$1.15K	0.21%	95
2020 Q3	$272K	Sell	12,368 -2,638	-18%	-$60.1K	0.21%	100
2020 Q2	$340K	Buy	15,006 +19	+0.1%	+$377	0.29%	77
2020 Q1	$257K	Buy	14,987 +645	+4%	+$15.2K	0.26%	98
2019 Q4	$386K	Sell	14,342 -1,581	-10%	-$38.9K	0.26%	95
2019 Q3	$375K	Buy	15,923 +1,209	+8%	+$29.2K	0.27%	83
2019 Q2	$371K	Buy	14,714 +6,314	+75%	+$154K	0.27%	66
2019 Q1	$210K	Buy	8,400 +740	+10%	+$18.4K	0.16%	95
2018 Q4	$175K	Buy	7,660 +838	+12%	+$19.6K	0.28%	94
2018 Q3	$171K	Buy	6,822 +925	+16%	+$23.4K	0.11%	150
2018 Q2	$173K	Buy	+5,897	New	+$166K	0.13%	129

Other funds holding FEM

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

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

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

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

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

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

Clarus Wealth Advisors's FEM Position: Q1 2023 in Review

Clarus Wealth Advisors sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2023, closing a stake of 15,302 shares — an estimated $328K sold.

Clarus Wealth Advisors first reported a position in FEM in Q2 2018 and held it in 19 quarters. The position peaked at $427K in Q4 2021. 99 funds tracked by Wall St. Rank hold FEM as of Q1 2023.

Clarus Wealth Advisors reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Clarus Wealth Advisors sold 15,302 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2023, an estimated $328K.
Clarus Wealth Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2018 and held it in 19 quarters.
Clarus Wealth Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $427K in Q4 2021.
99 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2023.

Based on Clarus Wealth Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.