Econ Financial Services’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Econ Financial Services’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 Q2	$142K	Sell	11,319 -1,620	-13%	-$20.8K	0.2%	64
2019 Q1	$166K	Sell	12,939 -1,286	-9%	-$16.3K	0.25%	58
2018 Q4	$170K	Buy	+14,225	New	+$177K	0.26%	67

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

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

Econ Financial Services's FDD Position: Q2 2019 in Review

Econ Financial Services reduced its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 13% in Q2 2019, selling an estimated $20.8K and leaving 11,319 shares worth $142K. The position accounts for 0.2% of the portfolio, ranked #64.

Econ Financial Services first reported a position in FDD in Q4 2018 and has held it in 3 quarters since. The position peaked at $170K in Q4 2018. 74 funds tracked by Wall St. Rank hold FDD as of Q2 2019.

Econ Financial Services held 11,319 shares of First Trust STOXX European Select Dividend Income Fund worth $142K as of Q2 2019.
Econ Financial Services sold 1,620 First Trust STOXX European Select Dividend Income Fund shares in Q2 2019, an estimated $20.8K.
First Trust STOXX European Select Dividend Income Fund made up 0.2% of Econ Financial Services's portfolio in Q2 2019, its #64 holding.
Econ Financial Services first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2018 and has held it in 3 quarters since.
Econ Financial Services's First Trust STOXX European Select Dividend Income Fund position peaked at $170K in Q4 2018.
74 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2019.

Based on Econ Financial Services's 13F filing for Q2 2019, filed 8 Aug 2019.