Clarus Wealth Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,438	Closed	-$350K	–	124
2019 Q4	$350K	Sell	10,438 -1,129	-10%	-$36.7K	0.23%	100
2019 Q3	$368K	Buy	11,567 +821	+8%	+$26K	0.27%	85
2019 Q2	$340K	Buy	10,746 +8,646	+412%	+$270K	0.25%	72
2019 Q1	$64K	Hold	2,100	–	–	0.05%	256
2018 Q4	$57K	Buy	2,100 +1,700	+425%	+$50.2K	0.09%	242
2018 Q3	$13K	Hold	400	–	–	0.01%	500
2018 Q2	$12K	Buy	+400	New	+$12.6K	0.01%	499

Other funds holding FXO

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

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

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

RJFSA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Clarus Wealth Advisors's FXO Position: Q1 2020 in Review

Clarus Wealth Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2020, closing a stake of 10,438 shares — an estimated $350K sold.

Clarus Wealth Advisors first reported a position in FXO in Q2 2018 and held it in 7 quarters. The position peaked at $368K in Q3 2019. 128 funds tracked by Wall St. Rank hold FXO as of Q1 2020.

Clarus Wealth Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Clarus Wealth Advisors sold 10,438 First Trust Financials AlphaDEX Fund shares in Q1 2020, an estimated $350K.
Clarus Wealth Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q2 2018 and held it in 7 quarters.
Clarus Wealth Advisors's First Trust Financials AlphaDEX Fund position peaked at $368K in Q3 2019.
128 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2020.

Based on Clarus Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.