Clarus Wealth Advisors’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,060	Closed	-$71K	–	632
2019 Q1	$71K	Hold	1,060	–	–	0.05%	244
2018 Q4	$61K	Sell	1,060 -50	-5%	-$3.2K	0.1%	234
2018 Q3	$79K	Buy	1,110 +50	+5%	+$3.56K	0.05%	231
2018 Q2	$69K	Buy	+1,060	New	+$71.5K	0.05%	234

Other funds holding FNX

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RJA

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

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

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

Clarus Wealth Advisors sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2019, closing a stake of 1,060 shares — an estimated $71K sold.

Clarus Wealth Advisors first reported a position in FNX in Q2 2018 and held it in 4 quarters. The position peaked at $79K in Q3 2018. 113 funds tracked by Wall St. Rank hold FNX as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,060 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2019, an estimated $71K.
Clarus Wealth Advisors first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust Mid Cap Core AlphaDEX Fund position peaked at $79K in Q3 2018.
113 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2019.

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