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CreativeOne Wealth’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

CreativeOne Wealth’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
Q1 		– Sell
-17,814
Closed -$312K – 1207
2025
Q4 		$312K Sell
17,814
-662
-4% -$10.9K 0.01% 934
2025
Q3 		$298K Sell
18,476
-1,885
-9% -$30.1K 0.01% 953
2025
Q2 		$316K Sell
20,361
-6,331
-24% -$92.3K 0.01% 901
2025
Q1 		$362K Sell
26,692
-2,125
-7% -$26.6K 0.01% 798
2024
Q4 		$324K Buy
+28,817
New +$339K 0.01% 847

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CreativeOne Wealth's FDD Position: Q1 2026 in Review

CreativeOne Wealth sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2026, closing a stake of 17,814 shares — an estimated $312K sold.

CreativeOne Wealth first reported a position in FDD in Q4 2024 and held it in 5 quarters. The position peaked at $362K in Q1 2025. 135 funds tracked by Wall St. Rank hold FDD as of Q1 2026.

  • CreativeOne Wealth reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 17,814 First Trust STOXX European Select Dividend Income Fund shares in Q1 2026, an estimated $312K.
  • CreativeOne Wealth first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2024 and held it in 5 quarters.
  • CreativeOne Wealth's First Trust STOXX European Select Dividend Income Fund position peaked at $362K in Q1 2025.
  • 135 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.