Spire Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $159K | Sell |
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|
2025
Q2 | $231K | Buy |
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|
2025
Q1 | $238K | Buy |
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|
2024
Q4 | $209K | Buy |
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|
2024
Q3 | $192K | Buy |
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|
2024
Q2 | $150K | Sell |
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|
2024
Q1 | $182K | Buy |
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|
2023
Q4 | $168K | Sell |
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|
2023
Q3 | $267K | Sell |
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|
2023
Q2 | $273K | Buy |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | $59K | Sell |
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|
2022
Q2 | $127K | Sell |
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|
2022
Q1 | $644K | Sell |
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|
2021
Q4 | $615K | Sell |
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|
2021
Q3 | $841K | Buy |
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|
2021
Q2 | $620K | Sell |
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|
2021
Q1 | $634K | Buy |
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