Clarus Wealth Advisors’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-3,360	Closed	-$118K	–	644
2019 Q1	$118K	Buy	3,360 +150	+5%	+$5.24K	0.09%	166
2018 Q4	$99K	Sell	3,210 -100	-3%	-$3.49K	0.16%	162
2018 Q3	$128K	Sell	3,310 -250	-7%	-$9.82K	0.08%	185
2018 Q2	$126K	Buy	+3,560	New	+$133K	0.1%	169

Other funds holding FYT

Morgan Stanley New York $1.66T AUM 25.57% 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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

BFEC

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2019, closing a stake of 3,360 shares — an estimated $118K sold.

Clarus Wealth Advisors first reported a position in FYT in Q2 2018 and held it in 4 quarters. The position peaked at $128K in Q3 2018. 30 funds tracked by Wall St. Rank hold FYT as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 3,360 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2019, an estimated $118K.
Clarus Wealth Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $128K in Q3 2018.
30 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2019.

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