Ownership history in Clarus Wealth Advisors · 27 quarters on record
This page tracks every 13F SEC filing in which Clarus Wealth Advisors reported a position in FIRST TR EXCHANGE TRADED FD (FPX). 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 | 1,474 | — | 0% | 0.11% | $244K | $165.94 |
| 2025 Q2 | REDUCED | 1,474 | -5,791 | -79.7% | 0.10% | $211K | $144.24 |
| 2024 Q4 | REDUCED | 7,265 | -437 | -5.7% | 0.43% | $867K | $118.87 |
| 2024 Q3 | ADDED | 7,702 | +373 | +5.1% | 0.43% | $849K | $109.51 |
| 2024 Q2 | REDUCED | 7,329 | -393 | -5.1% | 0.39% | $737K | $98.72 |
| 2024 Q1 | REDUCED | 7,722 | -1,020 | -11.7% | 0.45% | $787K | $105.15 |
| 2023 Q4 | REDUCED | 8,742 | -184 | -2.1% | 0.48% | $807K | $95.29 |
| 2023 Q2 | REDUCED | 8,926 | -233 | -2.5% | 0.47% | $776K | $87.54 |
| 2023 Q1 | ADDED | 9,159 | +985 | +12.1% | 0.47% | $742K | $83.40 |
| 2022 Q4 | ADDED | 8,174 | +1,128 | +16.0% | 0.43% | $651K | $77.94 |
As of 2025 Q4 — sorted by position size