Clarus Wealth Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,856	Closed	-$63K	–	643
2019 Q1	$63K	Buy	4,856 +378	+8%	+$4.86K	0.05%	257
2018 Q4	$52K	Hold	4,478	–	–	0.08%	252
2018 Q3	$78K	Buy	4,478 +1,000	+29%	+$16.9K	0.05%	234
2018 Q2	$50K	Buy	+3,478	New	+$56.2K	0.04%	286

Other funds holding FXN

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

RJA

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

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust Energy AlphaDEX Fund (FXN) in Q2 2019, closing a stake of 4,856 shares — an estimated $63K sold.

Clarus Wealth Advisors first reported a position in FXN in Q2 2018 and held it in 4 quarters. The position peaked at $78K in Q3 2018. 71 funds tracked by Wall St. Rank hold FXN as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Energy AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 4,856 First Trust Energy AlphaDEX Fund shares in Q2 2019, an estimated $63K.
Clarus Wealth Advisors first reported a position in First Trust Energy AlphaDEX Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust Energy AlphaDEX Fund position peaked at $78K in Q3 2018.
71 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2019.

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