Clarus Wealth Advisors First Trust Multi Asset Divers Transaction History

Clarus Wealth Advisors

$182 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 24, 2019	SELL	$18.11 - $18.75 $108,660 - $112,500	-6,000 Closed	0 $0
Q1 2019 Apr 04, 2019	SELL	$16.92 - $18.47 $11,319 - $12,356	-669 Reduced 10.03%	6,000 $110,000
Q4 2018 Feb 05, 2019	SELL	$16.21 - $18.57 $3,242 - $3,714	-200 Reduced 2.91%	6,669 $112,000
Q4 2018 Jan 08, 2019	BUY	$16.21 - $18.57 $111,346 - $127,557	6,869 New	6,869 $127,000
Q4 2018 Jan 07, 2019	SELL	$16.21 - $18.57 $111,346 - $127,557	-6,869 Closed	0 $0
Q3 2018 Oct 03, 2018	SELL	$18.27 - $18.97 $64,438 - $66,907	-3,527 Reduced 33.93%	6,869 $127,000
Q1 2018 May 11, 2018	SELL	$17.61 - $19.42 $9,685 - $10,681	-550 Reduced 5.02%	10,396 $186,000
Q4 2017 Feb 05, 2018	BUY	$18.68 - $19.32 $204,471 - $211,476	10,946	10,946 $208,000

Others Institutions Holding MDIV

# of Institutions

98

Shares Held

8.58M

Call Options Held

0

Put Options Held

0

About FIRST TRUST MULTI-ASSET DIVERS

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