Clarus Wealth Advisors’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-6,000	Closed	-$110K	–	664
2019 Q1	$110K	Sell	6,000 -669	-10%	-$12.1K	0.08%	173
2018 Q4	$112K	Sell	6,669 -200	-3%	-$3.56K	0.18%	151
2018 Q3	$127K	Sell	6,869 -3,527	-34%	-$65.7K	0.08%	186
2018 Q2	$186K	Hold	10,396	–	–	0.14%	124
2018 Q1	$186K	Sell	10,396 -550	-5%	-$10.2K	0.17%	116
2017 Q4	$208K	Buy	+10,946	New	+$208K	0.2%	106

Other funds holding MDIV

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 MDIV Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2019, closing a stake of 6,000 shares — an estimated $110K sold.

Clarus Wealth Advisors first reported a position in MDIV in Q4 2017 and held it in 6 quarters. The position peaked at $208K in Q4 2017. 84 funds tracked by Wall St. Rank hold MDIV as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 6,000 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2019, an estimated $110K.
Clarus Wealth Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2017 and held it in 6 quarters.
Clarus Wealth Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $208K in Q4 2017.
84 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2019.

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