Elevated Capital Advisors’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Elevated Capital Advisors’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	$654K	Sell	36,716 -4,791	-12%	-$86.5K	0.16%	145
2025 Q4	$726K	Sell	41,507 -2,242	-5%	-$37K	0.17%	153
2025 Q3	$707K	Sell	43,749 -5,670	-11%	-$90.4K	0.18%	159
2025 Q2	$671K	Hold	49,419	–	–	0.19%	157
2025 Q1	$671K	Sell	49,419 -6,493	-12%	-$81.4K	0.19%	157
2024 Q4	$629K	Buy	55,912 +115	+0.2%	+$1.35K	0.17%	167
2024 Q3	$695K	Sell	55,797 -200	-0.4%	-$2.44K	0.18%	170
2024 Q2	$656K	Sell	55,997 -98,700	-64%	-$1.2M	0.18%	152
2024 Q1	$1.83M	Buy	154,697 +9,284	+6%	+$107K	0.52%	60
2023 Q4	$1.76M	Sell	145,413 -30	-0%	-$334	0.55%	60
2023 Q3	$1.58M	Buy	145,443 +100,077	+221%	+$1.14M	0.54%	64
2023 Q2	$515K	Buy	+45,366	New	+$536K	0.17%	130

Other funds holding FDD

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

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

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

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

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Elevated Capital Advisors's FDD Position: Q1 2026 in Review

Elevated Capital Advisors reduced its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 12% in Q1 2026, selling an estimated $86.5K and leaving 36,716 shares worth $654K. The position accounts for 0.16% of the portfolio, ranked #145.

Elevated Capital Advisors first reported a position in FDD in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.83M in Q1 2024. 135 funds tracked by Wall St. Rank hold FDD as of Q1 2026.

Elevated Capital Advisors held 36,716 shares of First Trust STOXX European Select Dividend Income Fund worth $654K as of Q1 2026.
Elevated Capital Advisors sold 4,791 First Trust STOXX European Select Dividend Income Fund shares in Q1 2026, an estimated $86.5K.
First Trust STOXX European Select Dividend Income Fund made up 0.16% of Elevated Capital Advisors's portfolio in Q1 2026, its #145 holding.
Elevated Capital Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2023 and has held it in 12 quarters since.
Elevated Capital Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $1.83M in Q1 2024.
135 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.