Clarus Wealth Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-3,255	Closed	-$168K	–	635
2019 Q1	$168K	Buy	3,255 +50	+2%	+$2.53K	0.13%	125
2018 Q4	$148K	Buy	3,205 +100	+3%	+$5.07K	0.23%	122
2018 Q3	$168K	Hold	3,105	–	–	0.11%	153
2018 Q2	$164K	Buy	+3,105	New	+$164K	0.12%	141

Other funds holding FTA

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

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

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2019, closing a stake of 3,255 shares — an estimated $168K sold.

Clarus Wealth Advisors first reported a position in FTA in Q2 2018 and held it in 4 quarters. The position peaked at $168K in Q1 2019. 122 funds tracked by Wall St. Rank hold FTA as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 3,255 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2019, an estimated $168K.
Clarus Wealth Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $168K in Q1 2019.
122 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2019.

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