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First Tr Exchange Traded Fd large cp us eq shares owned by Clarus Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchange Traded Fd large cp us eq (SHRY) shares owned by Clarus Wealth Advisors from 13F filings

Historical chart of Clarus Wealth Advisors investment in First Tr Exchange Traded Fd large cp us eq

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd large cp us eq held by Clarus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd large cp us eq by Clarus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $320k 8.6k 37.20
2023-12-31 $384k 11k 34.05
2023-06-30 $383k 12k 31.96
2019-03-31 $12k 550 21.82
2018-12-31 $8.0k 400 20.00

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Clarus Wealth Advisors

Top funds holding First Tr Exchange Traded Fd large cp us eq

Manchester Financial
Susquehanna International
Citadel Advisors
Fsb Premier Wealth Management
Goldman Sachs Group
Mariner Wealth Advisors
Advisor Group Holdings
Clarus Wealth Advisors
Silver Oak Securities
Hanson McClain Advisors
UBS Group
Nbc Securities
Harbour Investments
Geneos Wealth Management
Global Retirement Partners

View all funds holding First Tr Exchange Traded Fd large cp us eq