Clarus Wealth Advisors’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,194	Closed	-$145K	–	631
2019 Q1	$145K	Hold	4,194	–	–	0.11%	142
2018 Q4	$128K	Buy	4,194 +50	+1%	+$1.69K	0.2%	132
2018 Q3	$153K	Sell	4,144 -400	-9%	-$14.8K	0.1%	167
2018 Q2	$158K	Buy	+4,544	New	+$162K	0.12%	149

Other funds holding FNK

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

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

BFEC

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust Mid Cap Value AlphaDEX Fund (FNK) in Q2 2019, closing a stake of 4,194 shares — an estimated $145K sold.

Clarus Wealth Advisors first reported a position in FNK in Q2 2018 and held it in 4 quarters. The position peaked at $158K in Q2 2018. 24 funds tracked by Wall St. Rank hold FNK as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Mid Cap Value AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 4,194 First Trust Mid Cap Value AlphaDEX Fund shares in Q2 2019, an estimated $145K.
Clarus Wealth Advisors first reported a position in First Trust Mid Cap Value AlphaDEX Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust Mid Cap Value AlphaDEX Fund position peaked at $158K in Q2 2018.
24 funds tracked by Wall St. Rank held First Trust Mid Cap Value AlphaDEX Fund as of Q2 2019.

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