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Concourse Financial Group Securities’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-472
Closed -$5.53K – 685
2024
Q4 		$5.53K Hold
472
– – ﹤0.01% 1857
2024
Q3 		$5.88K Sell
472
-38
-7% -$463 ﹤0.01% 1826
2024
Q2 		$5.97K Buy
+510
New +$6.21K ﹤0.01% 1827
2022
Q1 		– Sell
-297
Closed -$4.16K – 2249
2021
Q4 		$4K Buy
297
+19
+7% +$269 ﹤0.01% 2084
2021
Q3 		$4K Sell
278
-3,213
-92% -$46.9K ﹤0.01% 2112
2021
Q2 		$50K Sell
3,491
-744
-18% -$11.1K ﹤0.01% 1312
2021
Q1 		$60K Sell
4,235
-443
-9% -$6.01K ﹤0.01% 1149
2020
Q4 		$60K Sell
4,678
-761
-14% -$8.94K ﹤0.01% 1095
2020
Q3 		$56K Sell
5,439
-687
-11% -$7.5K ﹤0.01% 1014
2020
Q2 		$64K Sell
6,126
-1,537
-20% -$15.3K 0.01% 886
2020
Q1 		$74K Buy
7,663
+1,794
+31% +$22.8K 0.01% 754
2019
Q4 		$82K Sell
5,869
-3,112
-35% -$41.6K 0.01% 771
2019
Q3 		$115K Hold
8,981
– – 0.03% 412
2019
Q2 		$112K Buy
8,981
+2,605
+41% +$33.4K 0.01% 634
2019
Q1 		$81K Buy
6,376
+2,904
+84% +$36.8K 0.01% 732
2018
Q4 		$41K Buy
3,472
+2,484
+251% +$31K ﹤0.01% 884
2018
Q3 		$13K Buy
+988
New +$13.1K ﹤0.01% 1003

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Concourse Financial Group Securities's FDD Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2025, closing a stake of 472 shares — an estimated $5.53K sold.

Concourse Financial Group Securities first reported a position in FDD in Q3 2018 and held it in 17 quarters. The position peaked at $115K in Q3 2019. 79 funds tracked by Wall St. Rank hold FDD as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 472 First Trust STOXX European Select Dividend Income Fund shares in Q1 2025, an estimated $5.53K.
  • Concourse Financial Group Securities first reported a position in First Trust STOXX European Select Dividend Income Fund in Q3 2018 and held it in 17 quarters.
  • Concourse Financial Group Securities's First Trust STOXX European Select Dividend Income Fund position peaked at $115K in Q3 2019.
  • 79 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.