Spire Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
5,512
+26
| +0.5% | +$1.09K | 0.01% | 726 |
|
|
2025
Q1 | $238K | Buy |
5,486
+294
| +6% | +$12.8K | 0.01% | 778 |
|
|
2024
Q4 | $209K | Buy |
5,192
+614
| +13% | +$24.7K | 0.01% | 807 |
|
|
2024
Q3 | $192K | Buy |
4,578
+615
| +16% | +$25.8K | 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% | +$308 | ﹤0.01% | 794 |
|
|
2023
Q4 | $168K | Sell |
4,725
-3,252
| -41% | -$116K | 0.01% | 812 |
|
|
2023
Q3 | $267K | Sell |
7,977
-43
| -0.5% | -$1.44K | 0.01% | 621 |
|
|
2023
Q2 | $273K | Buy |
8,020
+265
| +3% | +$9.01K | 0.01% | 631 |
|
|
2023
Q1 | $275K | Buy |
7,755
+803
| +12% | +$28.5K | 0.01% | 632 |
|
|
2022
Q4 | $254K | Buy |
6,952
+5,108
| +277% | +$187K | 0.01% | 495 |
|
|
2022
Q3 | $59K | Sell |
1,844
-1,772
| -49% | -$56.7K | ﹤0.01% | 893 |
|
|
2022
Q2 | $127K | Sell |
3,616
-13,573
| -79% | -$477K | 0.01% | 941 |
|
|
2022
Q1 | $644K | Sell |
17,189
-94
| -0.5% | -$3.52K | 0.02% | 500 |
|
|
2021
Q4 | $615K | Sell |
17,283
-8,390
| -33% | -$299K | 0.01% | 620 |
|
|
2021
Q3 | $841K | Buy |
25,673
+6,982
| +37% | +$229K | 0.02% | 453 |
|
|
2021
Q2 | $620K | Sell |
18,691
-685
| -4% | -$22.7K | 0.02% | 551 |
|
|
2021
Q1 | $634K | Buy |
+19,376
| New | +$634K | 0.02% | 588 |
|