Clarus Wealth Advisors’s First Trust International Multi-Asset Diversified Income Index Fund YDIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-12,716
Closed -$232K 801
2018
Q2
$232K Hold
12,716
0.18% 86
2018
Q1
$232K Buy
12,716
+2,517
+25% +$47K 0.21% 86
2017
Q4
$190K Buy
+10,199
New +$190K 0.18% 114

Clarus Wealth Advisors's YDIV Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of First Trust International Multi-Asset Diversified Income Index Fund (YDIV) in Q3 2018, closing a stake of 12,716 shares — an estimated $232K sold.

Clarus Wealth Advisors first reported a position in YDIV in Q4 2017 and held it in 3 quarters. The position peaked at $232K in Q2 2018. 0 funds tracked by Wall St. Rank hold YDIV as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining First Trust International Multi-Asset Diversified Income Index Fund position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 12,716 First Trust International Multi-Asset Diversified Income Index Fund shares in Q3 2018, an estimated $232K.
  • Clarus Wealth Advisors first reported a position in First Trust International Multi-Asset Diversified Income Index Fund in Q4 2017 and held it in 3 quarters.
  • Clarus Wealth Advisors's First Trust International Multi-Asset Diversified Income Index Fund position peaked at $232K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held First Trust International Multi-Asset Diversified Income Index Fund as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.