Clarus Wealth Advisors First Trust Small Cap Growth A Transaction History

Clarus Wealth Advisors

$196 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 11, 2019	SELL	$43.76 - $47.11 $56,888 - $61,243	-1,300 Closed	0 $0
Q2 2019 Jul 24, 2019	SELL	$43.48 - $47.54 $222,400 - $243,167	-5,115 Reduced 79.73%	1,300 $61,000
Q1 2019 Apr 04, 2019	BUY	$39.07 - $47.0 $6,641 - $7,990	170 Added 2.72%	6,415 $296,000
Q4 2018 Feb 05, 2019	BUY	$37.33 - $51.51 $6,719 - $9,271	180 Added 2.97%	6,245 $251,000
Q4 2018 Jan 08, 2019	SELL	$37.33 - $51.51 $6,719 - $9,271	-180 Reduced 2.88%	6,065 $317,000
Q4 2018 Jan 07, 2019	BUY	$37.33 - $51.51 $6,719 - $9,271	180 Added 2.97%	6,245 $251,000
Q3 2018 Oct 03, 2018	SELL	$48.2 - $53.13 $5,061 - $5,578	-105 Reduced 1.7%	6,065 $317,000
Q1 2018 May 11, 2018	BUY	$40.71 - $45.01 $12,131 - $13,412	298 Added 5.07%	6,170 $268,000
Q4 2017 Feb 05, 2018	BUY	$40.47 - $42.97 $237,639 - $252,319	5,872	5,872 $250,000

Others Institutions Holding FYC

# of Institutions

92

Shares Held

3.27M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

536K
Shares

$45.1 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

256K
Shares

$21.5 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

252K
Shares

$21.2 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$17.6 Million
4.52% of portfolio
Morgan Stanley New York, NY

193K
Shares

$16.2 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP GROWTH A

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