Clarus Wealth Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,170	Closed	-$97K	–	625
2019 Q1	$97K	Sell	4,170 -200	-5%	-$4.68K	0.07%	198
2018 Q4	$96K	Buy	4,370 +100	+2%	+$2.35K	0.15%	171
2018 Q3	$107K	Sell	4,270 -130	-3%	-$3.27K	0.07%	206
2018 Q2	$113K	Buy	+4,400	New	+$114K	0.09%	182

Other funds holding FGD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2019, closing a stake of 4,170 shares — an estimated $97K sold.

Clarus Wealth Advisors first reported a position in FGD in Q2 2018 and held it in 4 quarters. The position peaked at $113K in Q2 2018. 95 funds tracked by Wall St. Rank hold FGD as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 4,170 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2019, an estimated $97K.
Clarus Wealth Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $113K in Q2 2018.
95 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2019.

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