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Calton & Associates’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Calton & Associates’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 		$384K Buy
20,706
+3,505
+20% +$67.2K 0.06% 263
2026
Q1 		$306K Buy
17,201
+1,665
+11% +$30K 0.04% 316
2025
Q4 		$272K Buy
+15,536
New +$256K 0.04% 353

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

Calton & Associates's FDD Position: Q2 2026 in Review

Calton & Associates increased its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 20% in Q2 2026, buying an estimated $67.2K and bringing the position to 20,706 shares worth $384K. The position accounts for 0.06% of the portfolio, ranked #263.

Calton & Associates first reported a position in FDD in Q4 2025 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

  • Calton & Associates held 20,706 shares of First Trust STOXX European Select Dividend Income Fund worth $384K as of Q2 2026.
  • Calton & Associates bought 3,505 First Trust STOXX European Select Dividend Income Fund shares in Q2 2026, an estimated $67.2K.
  • First Trust STOXX European Select Dividend Income Fund made up 0.06% of Calton & Associates's portfolio in Q2 2026, its #263 holding.
  • Calton & Associates first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.