Clarus Wealth Advisors’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,000	Closed	-$22K	–	291
2019 Q2	$22K	Sell	1,000 -1,600	-62%	-$35.2K	0.02%	353
2019 Q1	$56K	Sell	2,600 -200	-7%	-$4.27K	0.04%	270
2018 Q4	$56K	Sell	2,800 -200	-7%	-$4.35K	0.09%	244
2018 Q3	$70K	Buy	3,000 +550	+22%	+$12.8K	0.05%	251
2018 Q2	$55K	Buy	+2,450	New	+$55.1K	0.04%	268

Other funds holding FTHI

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

NNP

Nachman Norwood & Parrott Greenville, South Carolina $984M AUM 33.8% 1-Year Est. Return

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PAG

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

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q3 2019, closing a stake of 1,000 shares — an estimated $22K sold.

Clarus Wealth Advisors first reported a position in FTHI in Q2 2018 and held it in 5 quarters. The position peaked at $70K in Q3 2018. 42 funds tracked by Wall St. Rank hold FTHI as of Q3 2019.

Clarus Wealth Advisors reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,000 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q3 2019, an estimated $22K.
Clarus Wealth Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $70K in Q3 2018.
42 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q3 2019.

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