BRWM
FDEU

B. Riley Wealth Management’s First Trust Dynamic Europe Equity Income Fund FDEU Stock Holding History

B. Riley Wealth Management’s Portfolio FDEU Stock Details FDEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-21,830
Closed -$219K – 483
2020
Q3 		$219K Buy
+21,830
New +$229K 0.03% 345
2020
Q2 		– Sell
-24,245
Closed -$222K – 570
2020
Q1 		$222K Buy
+24,245
New +$319K 0.02% 418

Other funds holding FDEU

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

B. Riley Wealth Management's FDEU Position: Q4 2020 in Review

B. Riley Wealth Management sold out of First Trust Dynamic Europe Equity Income Fund (FDEU) in Q4 2020, closing a stake of 21,830 shares — an estimated $219K sold.

B. Riley Wealth Management first reported a position in FDEU in Q1 2020 and held it in 2 quarters. The position peaked at $222K in Q1 2020. 40 funds tracked by Wall St. Rank hold FDEU as of Q4 2020.

  • B. Riley Wealth Management reported no remaining First Trust Dynamic Europe Equity Income Fund position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 21,830 First Trust Dynamic Europe Equity Income Fund shares in Q4 2020, an estimated $219K.
  • B. Riley Wealth Management first reported a position in First Trust Dynamic Europe Equity Income Fund in Q1 2020 and held it in 2 quarters.
  • B. Riley Wealth Management's First Trust Dynamic Europe Equity Income Fund position peaked at $222K in Q1 2020.
  • 40 funds tracked by Wall St. Rank held First Trust Dynamic Europe Equity Income Fund as of Q4 2020.

Based on B. Riley Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.