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

Concurrent Investment 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
2026 Q2	$1.54M	Buy	82,864 +6,769	+9%	+$130K	0.01%	808
2026 Q1	$1.36M	Buy	76,095 +17,544	+30%	+$317K	0.01%	759
2025 Q4	$1.02M	Buy	58,551 +25,466	+77%	+$420K	0.01%	822
2025 Q3	$534K	Buy	33,085 +4,571	+16%	+$72.9K	0.01%	890
2025 Q2	$443K	Buy	28,514 +14,085	+98%	+$205K	0.01%	897
2025 Q1	$196K	Sell	14,429 -628	-4%	-$7.88K	﹤0.01%	1134
2024 Q4	$169K	Sell	15,057 -9,219	-38%	-$108K	﹤0.01%	1014
2024 Q3	$302K	Sell	24,276 -7,720	-24%	-$94.1K	0.01%	777
2024 Q2	$375K	Buy	31,996 +3,011	+10%	+$36.7K	0.01%	673
2024 Q1	$343K	Sell	28,985 -1,812	-6%	-$20.8K	0.01%	643
2023 Q4	$372K	Buy	+30,797	New	+$343K	0.02%	574

Other funds holding FDD

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concurrent Investment Advisors's FDD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 8.9% in Q2 2026, buying an estimated $130K and bringing the position to 82,864 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #808.

Concurrent Investment Advisors first reported a position in FDD in Q4 2023 and has held it in 11 quarters since. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

Concurrent Investment Advisors held 82,864 shares of First Trust STOXX European Select Dividend Income Fund worth $1.54M as of Q2 2026.
Concurrent Investment Advisors bought 6,769 First Trust STOXX European Select Dividend Income Fund shares in Q2 2026, an estimated $130K.
First Trust STOXX European Select Dividend Income Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #808 holding.
Concurrent Investment Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2023 and has held it in 11 quarters since.
138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.