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

Channel Wealth’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
2024 Q1	–	Sell	-22,430	Closed	-$271K	–	185
2023 Q4	$271K	Hold	22,430	–	–	0.13%	132
2023 Q3	$244K	Hold	22,430	–	–	0.14%	143
2023 Q2	$255K	Buy	22,430 +7,030	+46%	+$83.1K	0.15%	149
2023 Q1	$180K	Buy	+15,400	New	+$186K	0.12%	192

Other funds holding FDD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NIWA

New Insight Wealth Advisors San Ramon, California $279M AUM 19.05% 1-Year Est. Return

Channel Wealth's FDD Position: Q1 2024 in Review

Channel Wealth sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2024, closing a stake of 22,430 shares — an estimated $271K sold.

Channel Wealth first reported a position in FDD in Q1 2023 and held it in 4 quarters. The position peaked at $271K in Q4 2023. 70 funds tracked by Wall St. Rank hold FDD as of Q1 2024.

Channel Wealth reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q1 2024 after selling out during the quarter.
Channel Wealth sold 22,430 First Trust STOXX European Select Dividend Income Fund shares in Q1 2024, an estimated $271K.
Channel Wealth first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2023 and held it in 4 quarters.
Channel Wealth's First Trust STOXX European Select Dividend Income Fund position peaked at $271K in Q4 2023.
70 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2024.

Based on Channel Wealth's 13F filing for Q1 2024, filed 12 Apr 2024.