Clarus Wealth Advisors’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,000	Closed	-$27K	–	641
2019 Q1	$27K	Hold	1,000	–	–	0.02%	379
2018 Q4	$23K	Hold	1,000	–	–	0.04%	379
2018 Q3	$29K	Hold	1,000	–	–	0.02%	380
2018 Q2	$27K	Buy	+1,000	New	+$27.5K	0.02%	376

Other funds holding FVC

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

Morgan Stanley New York $1.66T AUM 25.57% 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

RJA

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

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q2 2019, closing a stake of 1,000 shares — an estimated $27K sold.

Clarus Wealth Advisors first reported a position in FVC in Q2 2018 and held it in 4 quarters. The position peaked at $29K in Q3 2018. 62 funds tracked by Wall St. Rank hold FVC as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,000 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q2 2019, an estimated $27K.
Clarus Wealth Advisors first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $29K in Q3 2018.
62 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2019.

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