Clarus Wealth Advisors’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,750	Closed	-$37K	–	713
2019 Q1	$37K	Buy	1,750 +400	+30%	+$8.29K	0.03%	340
2018 Q4	$25K	Buy	1,350 +150	+13%	+$3.11K	0.04%	372
2018 Q3	$28K	Buy	1,200 +700	+140%	+$16.2K	0.02%	386
2018 Q2	$10K	Buy	+500	New	+$11K	0.01%	532

Other funds holding FSGS

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

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

LFAS

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 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

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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust SMID Growth Strength ETF (FSGS) in Q2 2019, closing a stake of 1,750 shares — an estimated $37K sold.

Clarus Wealth Advisors first reported a position in FSGS in Q2 2018 and held it in 4 quarters. The position peaked at $37K in Q1 2019. 10 funds tracked by Wall St. Rank hold FSGS as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust SMID Growth Strength ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,750 First Trust SMID Growth Strength ETF shares in Q2 2019, an estimated $37K.
Clarus Wealth Advisors first reported a position in First Trust SMID Growth Strength ETF in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust SMID Growth Strength ETF position peaked at $37K in Q1 2019.
10 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q2 2019.

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