Beacon Pointe Advisors’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Beacon Pointe 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	-10,377	Closed	-$118K	–	1167
2022 Q4	$118K	Sell	10,377 -2,508	-19%	-$26.8K	﹤0.01%	1019
2022 Q3	$122K	Sell	12,885 -91	-0.7%	-$969	﹤0.01%	956
2022 Q2	$140K	Sell	12,976 -1,758	-12%	-$21.9K	﹤0.01%	992
2022 Q1	$196K	Buy	+14,734	New	+$206K	﹤0.01%	1130

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

Beacon Pointe Advisors's FDD Position: Q1 2023 in Review

Beacon Pointe Advisors sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2023, closing a stake of 10,377 shares — an estimated $118K sold.

Beacon Pointe Advisors first reported a position in FDD in Q1 2022 and held it in 4 quarters. The position peaked at $196K in Q1 2022. 72 funds tracked by Wall St. Rank hold FDD as of Q1 2023.

Beacon Pointe Advisors reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q1 2023 after selling out during the quarter.
Beacon Pointe Advisors sold 10,377 First Trust STOXX European Select Dividend Income Fund shares in Q1 2023, an estimated $118K.
Beacon Pointe Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2022 and held it in 4 quarters.
Beacon Pointe Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $196K in Q1 2022.
72 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2023.

Based on Beacon Pointe Advisors's 13F filing for Q1 2023, filed 12 May 2023.