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Evergreen Wealth Solutions’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Evergreen Wealth Solutions’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 		$316K Sell
17,739
-30,845
-63% -$557K 0.02% 323
2025
Q4 		$850K Buy
+48,584
New +$801K 0.12% 89

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evergreen Wealth Solutions's FDD Position: Q1 2026 in Review

Evergreen Wealth Solutions reduced its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 63% in Q1 2026, selling an estimated $557K and leaving 17,739 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #323.

Evergreen Wealth Solutions first reported a position in FDD in Q4 2025 and has held it in 2 quarters since. The position peaked at $850K in Q4 2025. 135 funds tracked by Wall St. Rank hold FDD as of Q1 2026.

  • Evergreen Wealth Solutions held 17,739 shares of First Trust STOXX European Select Dividend Income Fund worth $316K as of Q1 2026.
  • Evergreen Wealth Solutions sold 30,845 First Trust STOXX European Select Dividend Income Fund shares in Q1 2026, an estimated $557K.
  • First Trust STOXX European Select Dividend Income Fund made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #323 holding.
  • Evergreen Wealth Solutions first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Evergreen Wealth Solutions's First Trust STOXX European Select Dividend Income Fund position peaked at $850K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.