CAPTRUST Financial Advisors’s First Trust Dynamic Europe Equity Income Fund FDEU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-23,884
Closed -$296K 2854
2023
Q3
$296K Buy
23,884
+3,551
+17% +$46.2K ﹤0.01% 2003
2023
Q2
$266K Hold
20,333
﹤0.01% 2062
2023
Q1
$259K Hold
20,333
﹤0.01% 1860
2022
Q4
$229K Buy
20,333
+6,026
+42% +$64.2K ﹤0.01% 1854
2022
Q3
$136K Buy
+14,307
New +$155K ﹤0.01% 1894

CAPTRUST Financial Advisors's FDEU Position: Q4 2023 in Review

CAPTRUST Financial Advisors sold out of First Trust Dynamic Europe Equity Income Fund (FDEU) in Q4 2023, closing a stake of 23,884 shares — an estimated $296K sold.

CAPTRUST Financial Advisors first reported a position in FDEU in Q3 2022 and held it in 5 quarters. The position peaked at $296K in Q3 2023. 0 funds tracked by Wall St. Rank hold FDEU as of Q4 2023.

  • CAPTRUST Financial Advisors reported no remaining First Trust Dynamic Europe Equity Income Fund position as of Q4 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 23,884 First Trust Dynamic Europe Equity Income Fund shares in Q4 2023, an estimated $296K.
  • CAPTRUST Financial Advisors first reported a position in First Trust Dynamic Europe Equity Income Fund in Q3 2022 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's First Trust Dynamic Europe Equity Income Fund position peaked at $296K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held First Trust Dynamic Europe Equity Income Fund as of Q4 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.