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

Doyle Wealth Management’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
2019 Q3	–	Sell	-950	Closed	-$12K	–	374
2019 Q2	$12K	Buy	+950	New	+$12.2K	﹤0.01%	592
2019 Q1	–	Sell	-950	Closed	-$11K	–	360
2018 Q4	$11K	Buy	+950	New	+$11.8K	﹤0.01%	604

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MMHP

Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return

Doyle Wealth Management's FDD Position: Q3 2019 in Review

Doyle Wealth Management sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q3 2019, closing a stake of 950 shares — an estimated $12K sold.

Doyle Wealth Management first reported a position in FDD in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q2 2019. 68 funds tracked by Wall St. Rank hold FDD as of Q3 2019.

Doyle Wealth Management reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 950 First Trust STOXX European Select Dividend Income Fund shares in Q3 2019, an estimated $12K.
Doyle Wealth Management first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's First Trust STOXX European Select Dividend Income Fund position peaked at $12K in Q2 2019.
68 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.