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 Q2	–	Sell	-22,923	Closed	-$408K	–	482
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 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

Balboa Wealth Partners's FDD Position: Q2 2026 in Review

Balboa Wealth Partners sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q2 2026, closing a stake of 22,923 shares — an estimated $408K sold.

Balboa Wealth Partners first reported a position in FDD in Q1 2025 and held it in 5 quarters. The position peaked at $504K in Q2 2025. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

Balboa Wealth Partners reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q2 2026 after selling out during the quarter.
Balboa Wealth Partners sold 22,923 First Trust STOXX European Select Dividend Income Fund shares in Q2 2026, an estimated $408K.
Balboa Wealth Partners first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2025 and held it in 5 quarters.
Balboa Wealth Partners's First Trust STOXX European Select Dividend Income Fund position peaked at $504K in Q2 2025.
138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.