Atria Investments’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Atria Investments’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	$4.14M	Buy	223,175 +1,080	+0.5%	+$20.7K	0.04%	448
2026 Q1	$3.96M	Sell	222,095 -222,464	-50%	-$4.01M	0.04%	440
2025 Q4	$7.78M	Buy	444,559 +9,955	+2%	+$164K	0.09%	250
2025 Q3	$7.02M	Buy	434,604 +19,642	+5%	+$313K	0.08%	275
2025 Q2	$6.45M	Buy	414,962 +404,606	+3,907%	+$5.9M	0.08%	299
2025 Q1	$141K	Sell	10,356 -1,311	-11%	-$16.4K	﹤0.01%	1856
2024 Q4	$131K	Buy	11,667 +1,229	+12%	+$14.4K	﹤0.01%	1819
2024 Q3	$130K	Buy	10,438 +304	+3%	+$3.71K	﹤0.01%	1858
2024 Q2	$119K	Buy	+10,134	New	+$123K	﹤0.01%	1861

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

Atria Investments's FDD Position: Q2 2026 in Review

Atria Investments increased its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 0.49% in Q2 2026, buying an estimated $20.7K and bringing the position to 223,175 shares worth $4.14M. The position accounts for 0.04% of the portfolio, ranked #448.

Atria Investments first reported a position in FDD in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.78M in Q4 2025. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

Atria Investments held 223,175 shares of First Trust STOXX European Select Dividend Income Fund worth $4.14M as of Q2 2026.
Atria Investments bought 1,080 First Trust STOXX European Select Dividend Income Fund shares in Q2 2026, an estimated $20.7K.
First Trust STOXX European Select Dividend Income Fund made up 0.04% of Atria Investments's portfolio in Q2 2026, its #448 holding.
Atria Investments first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2024 and has held it in 9 quarters since.
Atria Investments's First Trust STOXX European Select Dividend Income Fund position peaked at $7.78M in Q4 2025.
138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.