Carson Wealth (CWM LLC)’s First Trust Dynamic Europe Equity Income Fund FDEU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FDEU Stock Details FDEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,000	Closed	-$13K	–	4631
2023 Q2	$13K	Hold	1,000	–	–	﹤0.01%	2952
2023 Q1	$13K	Hold	1,000	–	–	﹤0.01%	2826
2022 Q4	$11K	Hold	1,000	–	–	﹤0.01%	2775
2022 Q3	$10K	Sell	1,000 -311	-24%	-$3.37K	﹤0.01%	2714
2022 Q2	$15K	Buy	1,311 +311	+31%	+$3.69K	﹤0.01%	2339
2022 Q1	$13K	Buy	+1,000	New	+$13K	﹤0.01%	2349
2019 Q1	–	Sell	-15,295	Closed	-$193K	–	3340
2018 Q4	$193K	Buy	+15,295	New	+$214K	﹤0.01%	606

Other funds holding FDEU

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

HHGC

Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FDEU Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of First Trust Dynamic Europe Equity Income Fund (FDEU) in Q3 2023, closing a stake of 1,000 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in FDEU in Q4 2018 and held it in 7 quarters. The position peaked at $193K in Q4 2018. 48 funds tracked by Wall St. Rank hold FDEU as of Q3 2023.

Carson Wealth (CWM LLC) reported no remaining First Trust Dynamic Europe Equity Income Fund position as of Q3 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,000 First Trust Dynamic Europe Equity Income Fund shares in Q3 2023, an estimated $13K.
Carson Wealth (CWM LLC) first reported a position in First Trust Dynamic Europe Equity Income Fund in Q4 2018 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s First Trust Dynamic Europe Equity Income Fund position peaked at $193K in Q4 2018.
48 funds tracked by Wall St. Rank held First Trust Dynamic Europe Equity Income Fund as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.