CG
Clarus Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
8,579
-72
| -0.8% | -$3.02K | 0.13% | 69 |
|
|
2025
Q1 | $376K | Sell |
8,651
-35
| -0.4% | -$1.52K | 0.15% | 65 |
|
|
2024
Q4 | $350K | Sell |
8,686
-20
| -0.2% | -$805 | 0.12% | 72 |
|
|
2024
Q3 | $365K | Sell |
8,706
-36
| -0.4% | -$1.51K | 0.15% | 69 |
|
|
2024
Q2 | $332K | Hold |
8,742
| – | – | 0.15% | 80 |
|
|
2024
Q1 | $336K | Buy |
8,742
+1,933
| +28% | +$74.4K | 0.24% | 74 |
|
|
2023
Q4 | $244K | Buy |
+6,809
| New | +$244K | 0.18% | 92 |
|