Clarus Wealth Advisors’s First Trust Water ETF FIW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-700	Closed	-$38K	–	281
2019 Q2	$38K	Sell	700 -1,730	-71%	-$89.9K	0.03%	302
2019 Q1	$124K	Sell	2,430 -200	-8%	-$9.78K	0.09%	161
2018 Q4	$115K	Hold	2,630	–	–	0.18%	143
2018 Q3	$134K	Buy	2,630 +280	+12%	+$14.1K	0.09%	178
2018 Q2	$112K	Buy	+2,350	New	+$113K	0.08%	184

Other funds holding FIW

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

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

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

RJFSA

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust Water ETF (FIW) in Q3 2019, closing a stake of 700 shares — an estimated $38K sold.

Clarus Wealth Advisors first reported a position in FIW in Q2 2018 and held it in 5 quarters. The position peaked at $134K in Q3 2018. 94 funds tracked by Wall St. Rank hold FIW as of Q3 2019.

Clarus Wealth Advisors reported no remaining First Trust Water ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 700 First Trust Water ETF shares in Q3 2019, an estimated $38K.
Clarus Wealth Advisors first reported a position in First Trust Water ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's First Trust Water ETF position peaked at $134K in Q3 2018.
94 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2019.

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