CWA
FSCS

Clarus Wealth Advisors’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

Clarus Wealth Advisors’s Portfolio FSCS Stock Details FSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-500
Closed -$11K – 711
2019
Q1 		$11K Buy
+500
New +$10.4K 0.01% 515

Other funds holding FSCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust SMID Capital Strength ETF (FSCS) in Q2 2019, closing a stake of 500 shares — an estimated $11K sold.

Clarus Wealth Advisors first reported a position in FSCS in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 14 funds tracked by Wall St. Rank hold FSCS as of Q2 2019.

  • Clarus Wealth Advisors reported no remaining First Trust SMID Capital Strength ETF position as of Q2 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 500 First Trust SMID Capital Strength ETF shares in Q2 2019, an estimated $11K.
  • Clarus Wealth Advisors first reported a position in First Trust SMID Capital Strength ETF in Q1 2019 and held it in 1 quarter.
  • Clarus Wealth Advisors's First Trust SMID Capital Strength ETF position peaked at $11K in Q1 2019.
  • 14 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q2 2019.

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