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Clarus Wealth Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Clarus Wealth Advisors’s Portfolio UCON Stock Details UCON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-319
Closed -$8K – 513
2019
Q2 		$8K Buy
+319
New +$8.14K 0.01% 462

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q3 2019, closing a stake of 319 shares — an estimated $8K sold.

Clarus Wealth Advisors first reported a position in UCON in Q2 2019 and held it in 1 quarter. The position peaked at $8K in Q2 2019. 32 funds tracked by Wall St. Rank hold UCON as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 319 First Trust Smith Unconstrained Bond ETF shares in Q3 2019, an estimated $8K.
  • Clarus Wealth Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2019 and held it in 1 quarter.
  • Clarus Wealth Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $8K in Q2 2019.
  • 32 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2019.

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