Clarus Wealth Advisors’s First Trust Mega Cap AlphaDEX Fund FMK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,000	Closed	-$35K	–	723
2019 Q1	$35K	Sell	1,000 -300	-23%	-$10.2K	0.03%	346
2018 Q4	$42K	Sell	1,300 -407	-24%	-$14.1K	0.07%	288
2018 Q3	$63K	Sell	1,707 -500	-23%	-$18K	0.04%	262
2018 Q2	$73K	Buy	+2,207	New	+$75.7K	0.06%	231

Other funds holding FMK

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust Mega Cap AlphaDEX Fund (FMK) in Q2 2019, closing a stake of 1,000 shares — an estimated $35K sold.

Clarus Wealth Advisors first reported a position in FMK in Q2 2018 and held it in 4 quarters. The position peaked at $73K in Q2 2018. 22 funds tracked by Wall St. Rank hold FMK as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Mega Cap AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,000 First Trust Mega Cap AlphaDEX Fund shares in Q2 2019, an estimated $35K.
Clarus Wealth Advisors first reported a position in First Trust Mega Cap AlphaDEX Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust Mega Cap AlphaDEX Fund position peaked at $73K in Q2 2018.
22 funds tracked by Wall St. Rank held First Trust Mega Cap AlphaDEX Fund as of Q2 2019.

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