Spire Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Spire Wealth Management’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
2026 Q2	$196K	Buy	4,023 +1,001	+33%	+$50K	0.01%	793
2026 Q1	$154K	Sell	3,022 -658	-18%	-$32.2K	0.01%	860
2025 Q4	$163K	Buy	3,680 +7	+0.2%	+$305	0.01%	854
2025 Q3	$159K	Sell	3,673 -1,839	-33%	-$79.7K	0.01%	847
2025 Q2	$231K	Buy	5,512 +26	+0.5%	+$1.07K	0.01%	726
2025 Q1	$238K	Buy	5,486 +294	+6%	+$12.4K	0.01%	778
2024 Q4	$209K	Buy	5,192 +614	+13%	+$25.8K	0.01%	807
2024 Q3	$192K	Buy	4,578 +615	+16%	+$24.8K	0.01%	736
2024 Q2	$150K	Sell	3,963 -770	-16%	-$29.2K	0.01%	795
2024 Q1	$182K	Buy	4,733 +8	+0.2%	+$293	﹤0.01%	794
2023 Q4	$168K	Sell	4,725 -3,252	-41%	-$110K	0.01%	812
2023 Q3	$267K	Sell	7,977 -43	-0.5%	-$1.49K	0.01%	621
2023 Q2	$273K	Buy	8,020 +265	+3%	+$9.18K	0.01%	631
2023 Q1	$275K	Buy	7,755 +803	+12%	+$29.4K	0.01%	632
2022 Q4	$254K	Buy	6,952 +5,108	+277%	+$184K	0.01%	495
2022 Q3	$59K	Sell	1,844 -1,772	-49%	-$63.3K	﹤0.01%	893
2022 Q2	$127K	Sell	3,616 -13,573	-79%	-$508K	0.01%	941
2022 Q1	$644K	Sell	17,189 -94	-0.5%	-$3.43K	0.02%	500
2021 Q4	$615K	Sell	17,283 -8,390	-33%	-$286K	0.01%	620
2021 Q3	$841K	Buy	25,673 +6,982	+37%	+$234K	0.02%	453
2021 Q2	$620K	Sell	18,691 -685	-4%	-$23.3K	0.02%	551
2021 Q1	$634K	Buy	+19,376	New	+$601K	0.02%	588

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Spire Wealth Management's FDL Position: Q2 2026 in Review

Spire Wealth Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 33% in Q2 2026, buying an estimated $50K and bringing the position to 4,023 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #793.

Spire Wealth Management first reported a position in FDL in Q1 2021 and has held it in 22 quarters since. The position peaked at $841K in Q3 2021. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Spire Wealth Management held 4,023 shares of First Trust Morningstar Dividend Leaders Index Fund worth $196K as of Q2 2026.
Spire Wealth Management bought 1,001 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $50K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #793 holding.
Spire Wealth Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $841K in Q3 2021.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.