Clarus Wealth Advisors’s First Trust Long/Short Equity ETF FTLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,400	Closed	-$55K	–	637
2019 Q1	$55K	Hold	1,400	–	–	0.04%	272
2018 Q4	$52K	Hold	1,400	–	–	0.08%	251
2018 Q3	$57K	Hold	1,400	–	–	0.04%	274
2018 Q2	$54K	Buy	+1,400	New	+$54.8K	0.04%	270

Other funds holding FTLS

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LTFS

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust Long/Short Equity ETF (FTLS) in Q2 2019, closing a stake of 1,400 shares — an estimated $55K sold.

Clarus Wealth Advisors first reported a position in FTLS in Q2 2018 and held it in 4 quarters. The position peaked at $57K in Q3 2018. 56 funds tracked by Wall St. Rank hold FTLS as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Long/Short Equity ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,400 First Trust Long/Short Equity ETF shares in Q2 2019, an estimated $55K.
Clarus Wealth Advisors first reported a position in First Trust Long/Short Equity ETF in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust Long/Short Equity ETF position peaked at $57K in Q3 2018.
56 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2019.

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