Clarus Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-100	Closed	-$5K	–	650
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	574
2018 Q4	$5K	Hold	100	–	–	0.01%	580
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	608
2018 Q2	$5K	Buy	+100	New	+$4.91K	﹤0.01%	616

Other funds holding HISF

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LTFS

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

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

Clarus Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) in Q2 2019, closing a stake of 100 shares — an estimated $5K sold.

Clarus Wealth Advisors first reported a position in HISF in Q2 2018 and held it in 4 quarters. The position peaked at $5K in Q1 2019. 33 funds tracked by Wall St. Rank hold HISF as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 100 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q2 2019, an estimated $5K.
Clarus Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position peaked at $5K in Q1 2019.
33 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q2 2019.

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