RDVI β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in Clarus Group, Inc.  Β·  3 quarters on record

AI Ownership Summary

Clarus Group, Inc. reported FIRST TR EXCHANGE-TRADED FD (RDVI) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 4.1% in 2025 Q4. The latest visible filing shows RDVI at 4.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RDVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clarus Group, Inc.'s position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RDVI was reported at 4.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.1% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Clarus Group, Inc. held RDVI β€” position size vs. price
% of Fund (quarterly)    RDVI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 433,554 -10,825 -2.4% 4.10% $11.4M 2026-02-14 (Est.) $26.66
2025 Q3 ADDED 444,379 +11,372 +2.6% 3.99% $11.5M 2025-11-03 $24.76
2025 Q2 INITIATED 433,007 β€” β€” 3.93% $10.7M 2025-07-15 $23.03

🏒 Other funds also holding RDVI

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 0.18%

FAQ About Clarus Group, Inc. and RDVI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clarus Group, Inc. reported owning RDVI?

Clarus Group, Inc. reported RDVI across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported RDVI position in Clarus Group, Inc.'s portfolio?

The largest reported portfolio weight for RDVI was 4.10% in 2025 Q4.

What is the latest reported RDVI position on this page?

The most recent filing on this page is 2025 Q4, when Clarus Group, Inc. reported 433,554 shares, equal to 4.10% of portfolio, with an estimated market value of $11.4M.

What does the chart on this RDVI ownership page compare?

The chart compares Clarus Group, Inc.'s quarterly RDVI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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