Ownership history in Clarus Group, Inc. · 8 quarters on record
This page tracks every 13F SEC filing in which Clarus Group, Inc. reported a position in FIRST TR MORNINGSTAR DIVID L (FDL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 8,579 | — | 0% | 0.13% | $372K | $42.88 |
| 2025 Q2 | REDUCED | 8,579 | -72 | -0.8% | 0.13% | $359K | $40.96 |
| 2025 Q1 | REDUCED | 8,651 | -35 | -0.4% | 0.15% | $376K | $42.03 |
| 2024 Q4 | REDUCED | 8,686 | -20 | -0.2% | 0.12% | $350K | $38.63 |
| 2024 Q3 | REDUCED | 8,706 | -36 | -0.4% | 0.15% | $365K | $39.48 |
| 2024 Q2 | UNCHANGED | 8,742 | — | 0% | 0.15% | $332K | $35.37 |
| 2024 Q1 | ADDED | 8,742 | +1,933 | +28.4% | 0.24% | $336K | $35.42 |
| 2023 Q4 | INITIATED | 6,809 | — | — | 0.18% | $244K | — |
As of 2025 Q4 — sorted by position size