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Berger Financial Group’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Berger Financial Group’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
Q1 		$341K Sell
19,119
-1,005
-5% -$18.1K 0.02% 350
2025
Q4 		$352K Buy
20,124
+820
+4% +$13.5K 0.02% 337
2025
Q3 		$312K Buy
19,304
+2,761
+17% +$44K 0.02% 350
2025
Q2 		$257K Buy
16,543
+668
+4% +$9.74K 0.02% 364
2025
Q1 		$215K Buy
15,875
+570
+4% +$7.15K 0.02% 393
2024
Q4 		$172K Sell
15,305
-5,775
-27% -$67.8K 0.01% 409
2024
Q3 		$263K Sell
21,080
-2,685
-11% -$32.7K 0.02% 335
2024
Q2 		$278K Buy
23,765
+1,620
+7% +$19.7K 0.02% 298
2024
Q1 		$262K Buy
22,145
+625
+3% +$7.19K 0.02% 307
2023
Q4 		$260K Sell
21,520
-2,260
-10% -$25.2K 0.03% 259
2023
Q3 		$259K Sell
23,780
-545
-2% -$6.22K 0.03% 230
2023
Q2 		$276K Sell
24,325
-501
-2% -$5.92K 0.03% 224
2023
Q1 		$290K Buy
24,826
+535
+2% +$6.47K 0.03% 212
2022
Q4 		$276K Sell
24,291
-3,807
-14% -$40.7K 0.04% 211
2022
Q3 		$263K Sell
28,098
-3,445
-11% -$36.7K 0.04% 202
2022
Q2 		$343K Sell
31,543
-1,536
-5% -$19.1K 0.05% 166
2022
Q1 		$440K Sell
33,079
-470
-1% -$6.59K 0.06% 157
2021
Q4 		$484K Sell
33,549
-788
-2% -$11.2K 0.06% 153
2021
Q3 		$477K Buy
34,337
+925
+3% +$13.5K 0.09% 124
2021
Q2 		$483K Buy
33,412
+12,217
+58% +$182K 0.09% 120
2021
Q1 		$299K Sell
21,195
-4,922
-19% -$66.7K 0.07% 150
2020
Q4 		$336K Buy
+26,117
New +$307K 0.06% 151

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berger Financial Group's FDD Position: Q1 2026 in Review

Berger Financial Group reduced its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 5% in Q1 2026, selling an estimated $18.1K and leaving 19,119 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #350.

Berger Financial Group first reported a position in FDD in Q4 2020 and has held it in 22 quarters since. The position peaked at $484K in Q4 2021. 135 funds tracked by Wall St. Rank hold FDD as of Q1 2026.

  • Berger Financial Group held 19,119 shares of First Trust STOXX European Select Dividend Income Fund worth $341K as of Q1 2026.
  • Berger Financial Group sold 1,005 First Trust STOXX European Select Dividend Income Fund shares in Q1 2026, an estimated $18.1K.
  • First Trust STOXX European Select Dividend Income Fund made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #350 holding.
  • Berger Financial Group first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's First Trust STOXX European Select Dividend Income Fund position peaked at $484K in Q4 2021.
  • 135 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.