Allie Family Office’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Allie Family Office’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
2026 Q2	$4.21M	Hold	226,903	–	–	1.56%	18
2026 Q1	$4.04M	Buy	226,903 +9,960	+5%	+$180K	1.76%	14
2025 Q4	$3.8M	Hold	216,943	–	–	1.77%	13
2025 Q3	$3.5M	Buy	+216,943	New	+$3.46M	1.66%	14

Other funds holding FDD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allie Family Office's FDD Position: Q2 2026 in Review

Allie Family Office held its First Trust STOXX European Select Dividend Income Fund (FDD) position steady in Q2 2026 at 226,903 shares worth $4.21M. The position accounts for 1.56% of the portfolio, ranked #18.

Allie Family Office first reported a position in FDD in Q3 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

Allie Family Office held 226,903 shares of First Trust STOXX European Select Dividend Income Fund worth $4.21M as of Q2 2026.
Allie Family Office left its First Trust STOXX European Select Dividend Income Fund share count unchanged in Q2 2026.
First Trust STOXX European Select Dividend Income Fund made up 1.56% of Allie Family Office's portfolio in Q2 2026, its #18 holding.
Allie Family Office first reported a position in First Trust STOXX European Select Dividend Income Fund in Q3 2025 and has held it in 4 quarters since.
138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.