Clarus Wealth Advisors’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-250	Closed	-$11K	–	629
2019 Q1	$11K	Hold	250	–	–	0.01%	507
2018 Q4	$11K	Hold	250	–	–	0.02%	496
2018 Q3	$13K	Hold	250	–	–	0.01%	499
2018 Q2	$12K	Buy	+250	New	+$12K	0.01%	498

Other funds holding FMF

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

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

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

Clarus Wealth Advisors sold out of First Trust Managed Futures Strategy Fund (FMF) in Q2 2019, closing a stake of 250 shares — an estimated $11K sold.

Clarus Wealth Advisors first reported a position in FMF in Q2 2018 and held it in 4 quarters. The position peaked at $13K in Q3 2018. 12 funds tracked by Wall St. Rank hold FMF as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Managed Futures Strategy Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 250 First Trust Managed Futures Strategy Fund shares in Q2 2019, an estimated $11K.
Clarus Wealth Advisors first reported a position in First Trust Managed Futures Strategy Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust Managed Futures Strategy Fund position peaked at $13K in Q3 2018.
12 funds tracked by Wall St. Rank held First Trust Managed Futures Strategy Fund as of Q2 2019.

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