Barnes Pettey Financial Advisors’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Barnes Pettey Financial 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
2023 Q1	–	Sell	-11,068	Closed	-$126K	–	104
2022 Q4	$126K	Hold	11,068	–	–	0.13%	99
2022 Q3	$104K	Buy	+11,068	New	+$118K	0.14%	84

Other funds holding FDD

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

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

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Barnes Pettey Financial Advisors's FDD Position: Q1 2023 in Review

Barnes Pettey Financial Advisors sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2023, closing a stake of 11,068 shares — an estimated $126K sold.

Barnes Pettey Financial Advisors first reported a position in FDD in Q3 2022 and held it in 2 quarters. The position peaked at $126K in Q4 2022. 72 funds tracked by Wall St. Rank hold FDD as of Q1 2023.

Barnes Pettey Financial Advisors reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q1 2023 after selling out during the quarter.
Barnes Pettey Financial Advisors sold 11,068 First Trust STOXX European Select Dividend Income Fund shares in Q1 2023, an estimated $126K.
Barnes Pettey Financial Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q3 2022 and held it in 2 quarters.
Barnes Pettey Financial Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $126K in Q4 2022.
72 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2023.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2023, filed 11 May 2023.