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COMPASS FINANCIAL MANAGEMENT LLC’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$297 Buy
+16
New +$307 ﹤0.01% 1457

Other funds holding FDD

MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's FDD Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in First Trust STOXX European Select Dividend Income Fund (FDD) in Q2 2026: 16 shares worth $297. The stake represents ﹤0.01% of the portfolio and ranks #1457 among its holdings.

104 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 16 shares of First Trust STOXX European Select Dividend Income Fund worth $297 as of Q2 2026.
  • First Trust STOXX European Select Dividend Income Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • First Trust STOXX European Select Dividend Income Fund made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1457 holding.
  • 104 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.