Coston McIsaac & Partners’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Coston McIsaac & Partners’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 Q4	–	Sell	-1,280	Closed	-$15	–	773
2024 Q3	$15	Hold	1,280	–	–	﹤0.01%	437
2024 Q2	$14K	Hold	1,280	–	–	﹤0.01%	430
2024 Q1	$15K	Sell	1,280 -260	-17%	-$2.99K	﹤0.01%	422
2023 Q4	$18K	Hold	1,540	–	–	0.01%	397
2023 Q3	$16K	Hold	1,540	–	–	0.01%	406
2023 Q2	$17K	Hold	1,540	–	–	0.01%	430
2023 Q1	$17K	Hold	1,540	–	–	0.01%	427
2022 Q4	$17	Hold	1,540	–	–	0.01%	428
2022 Q3	$14K	Hold	1,540	–	–	0.01%	385
2022 Q2	$17K	Buy	+1,540	New	+$19.1K	0.01%	224

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Coston McIsaac & Partners's FDD Position: Q4 2024 in Review

Coston McIsaac & Partners sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2024, closing a stake of 1,280 shares — an estimated $15 sold.

Coston McIsaac & Partners first reported a position in FDD in Q2 2022 and held it in 10 quarters. The position peaked at $18K in Q4 2023. 77 funds tracked by Wall St. Rank hold FDD as of Q4 2024.

Coston McIsaac & Partners reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2024 after selling out during the quarter.
Coston McIsaac & Partners sold 1,280 First Trust STOXX European Select Dividend Income Fund shares in Q4 2024, an estimated $15.
Coston McIsaac & Partners first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2022 and held it in 10 quarters.
Coston McIsaac & Partners's First Trust STOXX European Select Dividend Income Fund position peaked at $18K in Q4 2023.
77 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2024.

Based on Coston McIsaac & Partners's 13F filing for Q4 2024, filed 23 Jan 2025.