Clarus Wealth Advisors’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,050	Closed	-$41K	–	334
2019 Q2	$41K	Sell	2,050 -15,945	-89%	-$308K	0.03%	291
2019 Q1	$343K	Hold	17,995	–	–	0.26%	56
2018 Q4	$313K	Sell	17,995 -300	-2%	-$5.49K	0.49%	37
2018 Q3	$370K	Buy	18,295 +120	+0.7%	+$2.49K	0.24%	46
2018 Q2	$404K	Hold	18,175	–	–	0.31%	38
2018 Q1	$404K	Sell	18,175 -50	-0.3%	-$1.14K	0.37%	38
2017 Q4	$406K	Buy	+18,225	New	+$397K	0.39%	39

Other funds holding IFV

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q3 2019, closing a stake of 2,050 shares — an estimated $41K sold.

Clarus Wealth Advisors first reported a position in IFV in Q4 2017 and held it in 7 quarters. The position peaked at $406K in Q4 2017. 70 funds tracked by Wall St. Rank hold IFV as of Q3 2019.

Clarus Wealth Advisors reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 2,050 First Trust Dorsey Wright International Focus 5 ETF shares in Q3 2019, an estimated $41K.
Clarus Wealth Advisors first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2017 and held it in 7 quarters.
Clarus Wealth Advisors's First Trust Dorsey Wright International Focus 5 ETF position peaked at $406K in Q4 2017.
70 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q3 2019.

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