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Claro Advisors’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Claro Advisors’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
2019
Q1 		– Sell
-6,183
Closed -$81K – 421
2018
Q4 		$81K Buy
+6,183
New +$77.1K 0.06% 261

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Claro Advisors's FDD Position: Q1 2019 in Review

Claro Advisors sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2019, closing a stake of 6,183 shares — an estimated $81K sold.

Claro Advisors first reported a position in FDD in Q4 2018 and held it in 1 quarter. The position peaked at $81K in Q4 2018. 74 funds tracked by Wall St. Rank hold FDD as of Q1 2019.

  • Claro Advisors reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 6,183 First Trust STOXX European Select Dividend Income Fund shares in Q1 2019, an estimated $81K.
  • Claro Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $81K in Q4 2018.
  • 74 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.