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Bellevue Asset Management’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Bellevue Asset Management’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 		$22.5K Hold
1,213
– – 0.01% 240
2026
Q1 		$21.6K Buy
1,213
+5
+0.4% +$90 0.01% 231
2025
Q4 		$21.1K Hold
1,208
– – 0.01% 231
2025
Q3 		$19.5K Buy
1,208
+6
+0.5% +$96 0.01% 234
2025
Q2 		$18.7K Buy
1,202
+7
+0.6% +$102 0.01% 240
2025
Q1 		$16.2K Buy
1,195
+2
+0.2% +$25 0.01% 241
2024
Q4 		$13.4K Buy
1,193
+10
+0.8% +$117 0.01% 263
2024
Q3 		$14.7K Buy
1,183
+5
+0.4% +$61 0.01% 255
2024
Q2 		$13.8K Sell
1,178
-268
-19% -$3.27K 0.01% 256
2024
Q1 		$17.1K Sell
1,446
-438
-23% -$5.04K 0.01% 231
2023
Q4 		$22.7K Sell
1,884
-305
-14% -$3.4K 0.02% 219
2023
Q3 		$23.8K Hold
2,189
– – 0.02% 205
2023
Q2 		$24.8K Hold
2,189
– – 0.02% 209
2023
Q1 		$25.5K Hold
2,189
– – 0.02% 209
2022
Q4 		$24.9K Sell
2,189
-100
-4% -$1.07K 0.02% 213
2022
Q3 		$22K Hold
2,289
– – 0.02% 226
2022
Q2 		$25K Hold
2,289
– – 0.02% 224
2022
Q1 		$31K Sell
2,289
-223
-9% -$3.13K 0.02% 219
2021
Q4 		$36K Sell
2,512
-118
-4% -$1.67K 0.02% 209
2021
Q3 		$37K Hold
2,630
– – 0.02% 205
2021
Q2 		$38K Sell
2,630
-2,562
-49% -$38.1K 0.02% 209
2021
Q1 		$73K Sell
5,192
-156
-3% -$2.12K 0.05% 143
2020
Q4 		$71K Sell
5,348
-180
-3% -$2.11K 0.04% 145
2020
Q3 		$57K Sell
5,528
-804
-13% -$8.77K 0.04% 148
2020
Q2 		$66K Hold
6,332
– – 0.07% 136
2020
Q1 		$59K Sell
6,332
-251
-4% -$3.19K 0.06% 151
2019
Q4 		$92K Buy
+6,583
New +$88.1K 0.07% 109

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bellevue Asset Management's FDD Position: Q2 2026 in Review

Bellevue Asset Management held its First Trust STOXX European Select Dividend Income Fund (FDD) position steady in Q2 2026 at 1,213 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #240.

Bellevue Asset Management first reported a position in FDD in Q4 2019 and has held it in 27 quarters since. The position peaked at $92K in Q4 2019. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

  • Bellevue Asset Management held 1,213 shares of First Trust STOXX European Select Dividend Income Fund worth $22.5K as of Q2 2026.
  • Bellevue Asset Management left its First Trust STOXX European Select Dividend Income Fund share count unchanged in Q2 2026.
  • First Trust STOXX European Select Dividend Income Fund made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #240 holding.
  • Bellevue Asset Management first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2019 and has held it in 27 quarters since.
  • Bellevue Asset Management's First Trust STOXX European Select Dividend Income Fund position peaked at $92K in Q4 2019.
  • 138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.