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Balboa Wealth Partners’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Balboa Wealth Partners’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
Q1 		$408K Buy
22,923
+3,272
+17% +$59K 0.07% 239
2025
Q4 		$344K Sell
19,651
-8,474
-30% -$140K 0.06% 258
2025
Q3 		$454K Sell
28,125
-4,334
-13% -$69.1K 0.08% 198
2025
Q2 		$504K Buy
32,459
+20,497
+171% +$299K 0.1% 159
2025
Q1 		$162K Buy
+11,962
New +$150K 0.04% 272

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balboa Wealth Partners's FDD Position: Q1 2026 in Review

Balboa Wealth Partners increased its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 17% in Q1 2026, buying an estimated $59K and bringing the position to 22,923 shares worth $408K. The position accounts for 0.07% of the portfolio, ranked #239.

Balboa Wealth Partners first reported a position in FDD in Q1 2025 and has held it in 5 quarters since. The position peaked at $504K in Q2 2025. 135 funds tracked by Wall St. Rank hold FDD as of Q1 2026.

  • Balboa Wealth Partners held 22,923 shares of First Trust STOXX European Select Dividend Income Fund worth $408K as of Q1 2026.
  • Balboa Wealth Partners bought 3,272 First Trust STOXX European Select Dividend Income Fund shares in Q1 2026, an estimated $59K.
  • First Trust STOXX European Select Dividend Income Fund made up 0.07% of Balboa Wealth Partners's portfolio in Q1 2026, its #239 holding.
  • Balboa Wealth Partners first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2025 and has held it in 5 quarters since.
  • Balboa Wealth Partners's First Trust STOXX European Select Dividend Income Fund position peaked at $504K in Q2 2025.
  • 135 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.