Clarus Wealth Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-700	Closed	-$49K	–	289
2019 Q2	$49K	Sell	700 -4,842	-87%	-$330K	0.04%	268
2019 Q1	$371K	Buy	5,542 +275	+5%	+$17.4K	0.28%	50
2018 Q4	$302K	Buy	5,267 +885	+20%	+$55K	0.47%	40
2018 Q3	$308K	Sell	4,382 -230	-5%	-$15.8K	0.2%	60
2018 Q2	$294K	Hold	4,612	–	–	0.22%	52
2018 Q1	$294K	Sell	4,612 -77	-2%	-$4.96K	0.27%	52
2017 Q4	$287K	Buy	+4,689	New	+$281K	0.28%	60

Other funds holding FTC

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJFSA

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Clarus Wealth Advisors's FTC Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2019, closing a stake of 700 shares — an estimated $49K sold.

Clarus Wealth Advisors first reported a position in FTC in Q4 2017 and held it in 7 quarters. The position peaked at $371K in Q1 2019. 113 funds tracked by Wall St. Rank hold FTC as of Q3 2019.

Clarus Wealth Advisors reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 700 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2019, an estimated $49K.
Clarus Wealth Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2017 and held it in 7 quarters.
Clarus Wealth Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $371K in Q1 2019.
113 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.