CWA
Clarus Wealth Advisors’s First Trust Multi-Manager Small Cap Opportunities ETF MMSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30,883
| Closed | -$642K | – | 127 |
|
|
2024
Q4 | $642K | Sell |
30,883
-914
| -3% | -$19K | 0.32% | 71 |
|
|
2024
Q3 | $648K | Sell |
31,797
-280
| -0.9% | -$5.7K | 0.33% | 66 |
|
|
2024
Q2 | $620K | Buy |
32,077
+53
| +0.2% | +$1.02K | 0.33% | 65 |
|
|
2024
Q1 | $609K | Sell |
32,024
-6,430
| -17% | -$122K | 0.34% | 64 |
|
|
2023
Q4 | $647K | Buy |
+38,454
| New | +$647K | 0.38% | 55 |
|
|
2023
Q2 | $626K | Buy |
39,654
+4,965
| +14% | +$78.4K | 0.38% | 53 |
|
|
2023
Q1 | $509K | Buy |
34,689
+2,490
| +8% | +$36.5K | 0.32% | 64 |
|
|
2022
Q4 | $472K | Buy |
32,199
+4,918
| +18% | +$72.2K | 0.31% | 66 |
|
|
2022
Q3 | $387K | Buy |
+27,281
| New | +$387K | 0.28% | 76 |
|