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 Q2	$670K	Sell	36,117 -599	-2%	-$11.5K	0.18%	101
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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Elevated Capital Advisors's FDD Position: Q2 2026 in Review

Elevated Capital Advisors reduced its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 1.6% in Q2 2026, selling an estimated $11.5K and leaving 36,117 shares worth $670K. The position accounts for 0.18% of the portfolio, ranked #101.

Elevated Capital Advisors first reported a position in FDD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.83M in Q1 2024. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

Elevated Capital Advisors held 36,117 shares of First Trust STOXX European Select Dividend Income Fund worth $670K as of Q2 2026.
Elevated Capital Advisors sold 599 First Trust STOXX European Select Dividend Income Fund shares in Q2 2026, an estimated $11.5K.
First Trust STOXX European Select Dividend Income Fund made up 0.18% of Elevated Capital Advisors's portfolio in Q2 2026, its #101 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 13 quarters since.
Elevated Capital Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $1.83M in Q1 2024.
138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.