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

Baldwin 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
2023 Q4	–	Sell	-14,782	Closed	-$161K	–	744
2023 Q3	$161K	Hold	14,782	–	–	0.01%	245
2023 Q2	$168K	Hold	14,782	–	–	0.01%	257
2023 Q1	$172K	Hold	14,782	–	–	0.02%	250
2022 Q4	$168K	Hold	14,782	–	–	0.02%	253
2022 Q3	$138K	Hold	14,782	–	–	0.02%	206
2022 Q2	$161K	Hold	14,782	–	–	0.02%	208
2022 Q1	$196K	Hold	14,782	–	–	0.02%	208
2021 Q4	$213K	Hold	14,782	–	–	0.02%	202
2021 Q3	$205K	Hold	14,782	–	–	0.02%	194
2021 Q2	$214K	Buy	+14,782	New	+$220K	0.02%	195

Other funds holding FDD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baldwin Wealth Partners's FDD Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2023, closing a stake of 14,782 shares — an estimated $161K sold.

Baldwin Wealth Partners first reported a position in FDD in Q2 2021 and held it in 10 quarters. The position peaked at $214K in Q2 2021. 80 funds tracked by Wall St. Rank hold FDD as of Q4 2023.

Baldwin Wealth Partners reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 14,782 First Trust STOXX European Select Dividend Income Fund shares in Q4 2023, an estimated $161K.
Baldwin Wealth Partners first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2021 and held it in 10 quarters.
Baldwin Wealth Partners's First Trust STOXX European Select Dividend Income Fund position peaked at $214K in Q2 2021.
80 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.