Clarus Wealth Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,300	Closed	-$61K	–	294
2019 Q2	$61K	Sell	1,300 -5,115	-80%	-$234K	0.04%	250
2019 Q1	$296K	Buy	6,415 +170	+3%	+$7.61K	0.22%	64
2018 Q4	$251K	Buy	6,245 +180	+3%	+$8.07K	0.39%	51
2018 Q3	$317K	Sell	6,065 -105	-2%	-$5.35K	0.21%	57
2018 Q2	$268K	Hold	6,170	–	–	0.2%	67
2018 Q1	$268K	Buy	6,170 +298	+5%	+$12.9K	0.25%	67
2017 Q4	$250K	Buy	+5,872	New	+$245K	0.24%	74

Other funds holding FYC

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCM

Breiter Capital Management Bradenton, Florida $202M AUM 21.36% 1-Year Est. Return

Clarus Wealth Advisors's FYC Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q3 2019, closing a stake of 1,300 shares — an estimated $61K sold.

Clarus Wealth Advisors first reported a position in FYC in Q4 2017 and held it in 7 quarters. The position peaked at $317K in Q3 2018. 64 funds tracked by Wall St. Rank hold FYC as of Q3 2019.

Clarus Wealth Advisors reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,300 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2019, an estimated $61K.
Clarus Wealth Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2017 and held it in 7 quarters.
Clarus Wealth Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $317K in Q3 2018.
64 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.