Clarus Wealth Advisors’s First Trust S&P REIT Index Fund FRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-800	Closed	-$20K	–	634
2019 Q1	$20K	Sell	800 -364	-31%	-$8.67K	0.02%	416
2018 Q4	$25K	Buy	1,164 +149	+15%	+$3.42K	0.04%	368
2018 Q3	$24K	Sell	1,015 -130	-11%	-$3.08K	0.02%	403
2018 Q2	$24K	Buy	+1,145	New	+$25.3K	0.02%	402

Other funds holding FRI

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

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

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

PFA

Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return

RJFSA

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

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

PCM

Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return

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

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2019, closing a stake of 800 shares — an estimated $20K sold.

Clarus Wealth Advisors first reported a position in FRI in Q2 2018 and held it in 4 quarters. The position peaked at $25K in Q4 2018. 53 funds tracked by Wall St. Rank hold FRI as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust S&P REIT Index Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 800 First Trust S&P REIT Index Fund shares in Q2 2019, an estimated $20K.
Clarus Wealth Advisors first reported a position in First Trust S&P REIT Index Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust S&P REIT Index Fund position peaked at $25K in Q4 2018.
53 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2019.

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