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BlueChip Wealth Advisors’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

BlueChip Wealth 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
2026
Q1 		$1.05M Buy
58,972
+298
+0.5% +$5.38K 0.46% 41
2025
Q4 		$1.03M Sell
58,674
-1,128
-2% -$18.6K 0.43% 47
2025
Q3 		$966K Sell
59,802
-3,634
-6% -$58K 0.41% 48
2025
Q2 		$986K Sell
63,436
-3,395
-5% -$49.5K 0.44% 50
2025
Q1 		$907K Buy
66,831
+10,697
+19% +$134K 0.45% 47
2024
Q4 		$632K Sell
56,134
-10,260
-15% -$121K 0.35% 64
2024
Q3 		$827K Sell
66,394
-2,973
-4% -$36.2K 0.43% 49
2024
Q2 		$812K Buy
69,367
+16,894
+32% +$206K 0.48% 48
2024
Q1 		$621K Sell
52,473
-23,744
-31% -$273K 0.4% 53
2023
Q4 		$920K Buy
+76,217
New +$850K 0.64% 40

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 $521M AUM 18.99% 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