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

EP Wealth 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
2019 Q4	–	Sell	-10,630	Closed	-$135K	–	420
2019 Q3	$135K	Sell	10,630 -1,490	-12%	-$18.5K	0.01%	354
2019 Q2	$152K	Buy	+12,120	New	+$156K	0.01%	303

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

MMHP

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

EP Wealth Advisors's FDD Position: Q4 2019 in Review

EP Wealth Advisors sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2019, closing a stake of 10,630 shares — an estimated $135K sold.

EP Wealth Advisors first reported a position in FDD in Q2 2019 and held it in 2 quarters. The position peaked at $152K in Q2 2019. 70 funds tracked by Wall St. Rank hold FDD as of Q4 2019.

EP Wealth Advisors reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2019 after selling out during the quarter.
EP Wealth Advisors sold 10,630 First Trust STOXX European Select Dividend Income Fund shares in Q4 2019, an estimated $135K.
EP Wealth Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2019 and held it in 2 quarters.
EP Wealth Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $152K in Q2 2019.
70 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2019.

Based on EP Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.