Clarus Wealth Advisors’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,000	Closed	-$35K	–	276
2019 Q2	$35K	Sell	1,000 -2,050	-67%	-$71.9K	0.03%	310
2019 Q1	$106K	Sell	3,050 -150	-5%	-$5.09K	0.08%	180
2018 Q4	$99K	Buy	3,200 +150	+5%	+$5.03K	0.16%	161
2018 Q3	$117K	Hold	3,050	–	–	0.08%	192
2018 Q2	$121K	Buy	+3,050	New	+$123K	0.09%	176

Other funds holding FEP

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

RJFSA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Clarus Wealth Advisors's FEP Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of First Trust Europe AlphaDEX Fund (FEP) in Q3 2019, closing a stake of 1,000 shares — an estimated $35K sold.

Clarus Wealth Advisors first reported a position in FEP in Q2 2018 and held it in 5 quarters. The position peaked at $121K in Q2 2018. 91 funds tracked by Wall St. Rank hold FEP as of Q3 2019.

Clarus Wealth Advisors reported no remaining First Trust Europe AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,000 First Trust Europe AlphaDEX Fund shares in Q3 2019, an estimated $35K.
Clarus Wealth Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's First Trust Europe AlphaDEX Fund position peaked at $121K in Q2 2018.
91 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.