Clarus Wealth Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,797	Closed	-$360K	–	132
2023 Q1	$360K	Buy	10,797 +1,287	+14%	+$42K	0.23%	89
2022 Q4	$319K	Buy	9,510 +1,673	+21%	+$54.4K	0.21%	96
2022 Q3	$238K	Sell	7,837 -838	-10%	-$28.4K	0.17%	97
2022 Q2	$279K	Sell	8,675 -147	-2%	-$4.94K	0.2%	83
2022 Q1	$305K	Buy	8,822 +95	+1%	+$3.04K	0.19%	83
2021 Q4	$281K	Buy	8,727 +455	+6%	+$14.1K	0.16%	86
2021 Q3	$248K	Sell	8,272 -11	-0.1%	-$342	0.15%	91
2021 Q2	$253K	Buy	8,283 +865	+12%	+$26.5K	0.16%	87
2021 Q1	$223K	Buy	+7,418	New	+$210K	0.14%	117

Other funds holding FXU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Clarus Wealth Advisors's FXU Position: Q2 2023 in Review

Clarus Wealth Advisors sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2023, closing a stake of 10,797 shares — an estimated $360K sold.

Clarus Wealth Advisors first reported a position in FXU in Q1 2021 and held it in 9 quarters. The position peaked at $360K in Q1 2023. 97 funds tracked by Wall St. Rank hold FXU as of Q2 2023.

Clarus Wealth Advisors reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Clarus Wealth Advisors sold 10,797 First Trust Utilities AlphaDEX Fund shares in Q2 2023, an estimated $360K.
Clarus Wealth Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2021 and held it in 9 quarters.
Clarus Wealth Advisors's First Trust Utilities AlphaDEX Fund position peaked at $360K in Q1 2023.
97 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2023.

Based on Clarus Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.