Clarus Wealth Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,939	Closed	-$460K	–	110
2021 Q3	$460K	Sell	4,939 -78	-2%	-$7.13K	0.28%	59
2021 Q2	$464K	Buy	5,017 +36	+0.7%	+$3.35K	0.29%	59
2021 Q1	$456K	Sell	4,981 -971	-16%	-$85.3K	0.29%	64
2020 Q4	$488K	Sell	5,952 -185	-3%	-$12.6K	0.32%	57
2020 Q3	$373K	Buy	6,137 +29	+0.5%	+$1.67K	0.29%	68
2020 Q2	$324K	Sell	6,108 -552	-8%	-$27.2K	0.27%	81
2020 Q1	$249K	Buy	6,660 +773	+13%	+$43.7K	0.25%	99
2019 Q4	$380K	Sell	5,887 -838	-12%	-$52.1K	0.25%	96
2019 Q3	$404K	Buy	6,725 +439	+7%	+$26.3K	0.3%	79
2019 Q2	$386K	Buy	6,286 +6,059	+2,669%	+$371K	0.28%	63
2019 Q1	$14K	Hold	227	–	–	0.01%	470
2018 Q4	$12K	Hold	227	–	–	0.02%	476
2018 Q3	$16K	Sell	227 -100	-31%	-$6.85K	0.01%	470
2018 Q2	$20K	Buy	+327	New	+$20.9K	0.02%	424

Other funds holding FYX

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return

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

RJFSA

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

Clarus Wealth Advisors's FYX Position: Q4 2021 in Review

Clarus Wealth Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q4 2021, closing a stake of 4,939 shares — an estimated $460K sold.

Clarus Wealth Advisors first reported a position in FYX in Q2 2018 and held it in 14 quarters. The position peaked at $488K in Q4 2020. 134 funds tracked by Wall St. Rank hold FYX as of Q4 2021.

Clarus Wealth Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Clarus Wealth Advisors sold 4,939 First Trust Small Cap Core AlphaDEX Fund shares in Q4 2021, an estimated $460K.
Clarus Wealth Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2018 and held it in 14 quarters.
Clarus Wealth Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $488K in Q4 2020.
134 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q4 2021.

Based on Clarus Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.