Clarus Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Clarus Group’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,579	Closed	-$372K	–	109
2025 Q3	$372K	Hold	8,579	–	–	0.13%	72
2025 Q2	$359K	Sell	8,579 -72	-0.8%	-$2.97K	0.13%	69
2025 Q1	$376K	Sell	8,651 -35	-0.4%	-$1.48K	0.15%	65
2024 Q4	$350K	Sell	8,686 -20	-0.2%	-$839	0.12%	72
2024 Q3	$365K	Sell	8,706 -36	-0.4%	-$1.45K	0.15%	69
2024 Q2	$332K	Hold	8,742	–	–	0.15%	80
2024 Q1	$336K	Buy	8,742 +1,933	+28%	+$70.8K	0.24%	74
2023 Q4	$244K	Buy	+6,809	New	+$231K	0.18%	92

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Clarus Group's FDL Position: Q4 2025 in Review

Clarus Group sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025, closing a stake of 8,579 shares — an estimated $372K sold.

Clarus Group first reported a position in FDL in Q4 2023 and held it in 8 quarters. The position peaked at $376K in Q1 2025. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

Clarus Group reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2025 after selling out during the quarter.
Clarus Group sold 8,579 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $372K.
Clarus Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and held it in 8 quarters.
Clarus Group's First Trust Morningstar Dividend Leaders Index Fund position peaked at $376K in Q1 2025.
466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on Clarus Group's 13F filing for Q4 2025, filed 16 Jan 2026.