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B. Riley Wealth Advisors’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

B. Riley Wealth Advisors’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
2024
Q3 		– Sell
-12,968
Closed -$152K – 1314
2024
Q2 		$152K Sell
12,968
-2,694
-17% -$32.8K ﹤0.01% 1274
2024
Q1 		$171K Buy
15,662
+2,208
+16% +$25.4K ﹤0.01% 1297
2023
Q4 		$162K Sell
13,454
-2,208
-14% -$24.6K ﹤0.01% 1287
2023
Q3 		$171K Sell
15,662
-2,086
-12% -$23.8K ﹤0.01% 1297
2023
Q2 		$201K Buy
17,748
+1,115
+7% +$13.2K ﹤0.01% 1355
2023
Q1 		$194K Sell
16,633
-214
-1% -$2.59K 0.01% 1310
2022
Q4 		$191K Sell
16,847
-4,043
-19% -$43.2K 0.01% 1280
2022
Q3 		$196K Sell
20,890
-6,164
-23% -$65.6K 0.01% 1234
2022
Q2 		$295K Sell
27,054
-2,446
-8% -$30.4K 0.01% 888
2022
Q1 		$392K Buy
29,500
+221
+0.8% +$3.1K 0.01% 888
2021
Q4 		$423K Sell
29,279
-2,792
-9% -$39.5K 0.01% 907
2021
Q3 		$446K Buy
32,071
+40
+0.1% +$584 0.01% 832
2021
Q2 		$464K Buy
32,031
+2,979
+10% +$44.3K 0.02% 802
2021
Q1 		$411K Buy
29,052
+3,829
+15% +$51.9K 0.01% 833
2020
Q4 		$325K Sell
25,223
-442
-2% -$5.19K 0.02% 711
2020
Q3 		$264K Sell
25,665
-5,563
-18% -$60.7K 0.01% 747
2020
Q2 		$327K Buy
31,228
+780
+3% +$7.75K 0.02% 603
2020
Q1 		$293K Buy
+30,448
New +$387K 0.03% 543

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

B. Riley Wealth Advisors's FDD Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q3 2024, closing a stake of 12,968 shares — an estimated $152K sold.

B. Riley Wealth Advisors first reported a position in FDD in Q1 2020 and held it in 18 quarters. The position peaked at $464K in Q2 2021. 78 funds tracked by Wall St. Rank hold FDD as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,968 First Trust STOXX European Select Dividend Income Fund shares in Q3 2024, an estimated $152K.
  • B. Riley Wealth Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2020 and held it in 18 quarters.
  • B. Riley Wealth Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $464K in Q2 2021.
  • 78 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.