Clarus Wealth Advisors’s First Trust Multi-Manager Small Cap Opportunities ETF MMSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-30,883	Closed	-$642K	–	127
2024 Q4	$642K	Sell	30,883 -914	-3%	-$19.6K	0.32%	71
2024 Q3	$648K	Sell	31,797 -280	-0.9%	-$5.5K	0.33%	66
2024 Q2	$620K	Buy	32,077 +53	+0.2%	+$1.01K	0.33%	65
2024 Q1	$609K	Sell	32,024 -6,430	-17%	-$117K	0.34%	64
2023 Q4	$647K	Buy	+38,454	New	+$598K	0.38%	55
2023 Q2	$626K	Buy	39,654 +4,965	+14%	+$75.6K	0.38%	53
2023 Q1	$509K	Buy	34,689 +2,490	+8%	+$37.5K	0.32%	64
2022 Q4	$472K	Buy	32,199 +4,918	+18%	+$72.3K	0.31%	66
2022 Q3	$387K	Buy	+27,281	New	+$411K	0.28%	76

Other funds holding MMSC

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Clarus Wealth Advisors's MMSC Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) in Q1 2025, closing a stake of 30,883 shares — an estimated $642K sold.

Clarus Wealth Advisors first reported a position in MMSC in Q3 2022 and held it in 9 quarters. The position peaked at $648K in Q3 2024. 17 funds tracked by Wall St. Rank hold MMSC as of Q1 2025.

Clarus Wealth Advisors reported no remaining First Trust Multi-Manager Small Cap Opportunities ETF position as of Q1 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 30,883 First Trust Multi-Manager Small Cap Opportunities ETF shares in Q1 2025, an estimated $642K.
Clarus Wealth Advisors first reported a position in First Trust Multi-Manager Small Cap Opportunities ETF in Q3 2022 and held it in 9 quarters.
Clarus Wealth Advisors's First Trust Multi-Manager Small Cap Opportunities ETF position peaked at $648K in Q3 2024.
17 funds tracked by Wall St. Rank held First Trust Multi-Manager Small Cap Opportunities ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.