Advocacy Wealth Management Services’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Advocacy Wealth Management Services’s Portfolio FDD Stock Details FDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-911	Closed	-$8K	–	130
2020 Q1	$8K	Hold	911	–	–	﹤0.01%	103
2019 Q4	$13K	Hold	911	–	–	﹤0.01%	116
2019 Q3	$12K	Hold	911	–	–	0.01%	117
2019 Q2	$11K	Buy	+911	New	+$11.7K	0.01%	123

Other funds holding FDD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advocacy Wealth Management Services's FDD Position: Q2 2020 in Review

Advocacy Wealth Management Services sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q2 2020, closing a stake of 911 shares — an estimated $8K sold.

Advocacy Wealth Management Services first reported a position in FDD in Q2 2019 and held it in 4 quarters. The position peaked at $13K in Q4 2019. 57 funds tracked by Wall St. Rank hold FDD as of Q2 2020.

Advocacy Wealth Management Services reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q2 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 911 First Trust STOXX European Select Dividend Income Fund shares in Q2 2020, an estimated $8K.
Advocacy Wealth Management Services first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2019 and held it in 4 quarters.
Advocacy Wealth Management Services's First Trust STOXX European Select Dividend Income Fund position peaked at $13K in Q4 2019.
57 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2020, filed 2 Jul 2020.