Creative Planning’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Creative Planning’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
2023 Q1	–	Sell	-790	Closed	-$8.97K	–	2688
2022 Q4	$8.97K	Buy	+790	New	+$8.44K	﹤0.01%	2360
2017 Q2	–	Sell	-475	Closed	-$6K	–	4673
2017 Q1	$6K	Buy	+475	New	+$5.74K	﹤0.01%	3861

Other funds holding FDD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Planning's FDD Position: Q1 2023 in Review

Creative Planning sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2023, closing a stake of 790 shares — an estimated $8.97K sold.

Creative Planning first reported a position in FDD in Q1 2017 and held it in 2 quarters. The position peaked at $8.97K in Q4 2022. 72 funds tracked by Wall St. Rank hold FDD as of Q1 2023.

Creative Planning reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 790 First Trust STOXX European Select Dividend Income Fund shares in Q1 2023, an estimated $8.97K.
Creative Planning first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2017 and held it in 2 quarters.
Creative Planning's First Trust STOXX European Select Dividend Income Fund position peaked at $8.97K in Q4 2022.
72 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.