Spire Wealth Management First Tr Exchange Traded Fd Transaction History

Spire Wealth Management

$3.01 Billion
Q1 2024

A detailed history of Spire Wealth Management transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Spire Wealth Management holds 12,330 shares of FXD stock, worth $726,360. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,330

Previous 12,330 -0.0%

Holding current value

$726,360

Previous $727,000 9.35%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$46.79 - $59.42 $17,546 - $22,282	-375 Reduced 2.95%	12,330 $727,000
Q3 2023 Nov 08, 2023	SELL	$49.94 - $58.14 $39,302 - $45,756	-787 Reduced 5.83%	12,705 $648,000
Q2 2023 Aug 09, 2023	SELL	$49.26 - $55.21 $1,083 - $1,214	-22 Reduced 0.16%	13,492 $744,000
Q1 2023 May 09, 2023	BUY	$48.15 - $56.93 $361,750 - $427,715	7,513 Added 125.2%	13,514 $701,000
Q4 2022 Feb 03, 2023	BUY	$46.09 - $51.87 $6,729 - $7,573	146 Added 2.49%	6,001 $289,000

Q3 2022 Nov 07, 2022	SELL	$44.17 - $53.09 $582,602 - $700,257	-13,190 Reduced 69.26%	5,855 $252,000
Q2 2022 Jul 22, 2022	SELL	$43.78 - $55.49 $165,663 - $209,974	-3,784 Reduced 16.58%	19,045 $852,000
Q1 2022 Apr 18, 2022	SELL	$51.73 - $62.62 $13,035 - $15,780	-252 Reduced 1.09%	22,829 $1.24 Million
Q4 2021 Jan 14, 2022	SELL	$58.25 - $65.57 $812,063 - $914,111	-13,941 Reduced 37.66%	23,081 $1.43 Million
Q3 2021 Oct 22, 2021	BUY	$58.02 - $62.89 $327,813 - $355,328	5,650 Added 18.01%	37,022 $2.19 Million
Q2 2021 Jul 26, 2021	BUY	$58.03 - $61.76 $96,097 - $102,274	1,656 Added 5.57%	31,372 $1.91 Million
Q1 2021 May 21, 2021	BUY	$49.96 - $61.06 $1.48 Million - $1.81 Million	29,716 New	29,716 $1.73 Million

Others Institutions Holding FXD

# of Institutions

139

Shares Held

21.8M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
Sector ETFs
Industry ETFs

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Spire Wealth Management First Tr Exchange Traded Fd Transaction History