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 Q2	$362K	Sell	17,708 -31	-0.2%	-$595	0.02%	386
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 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

Evergreen Wealth Solutions's FDD Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 0.17% in Q2 2026, selling an estimated $595 and leaving 17,708 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #386.

Evergreen Wealth Solutions first reported a position in FDD in Q4 2025 and has held it in 3 quarters since. The position peaked at $850K in Q4 2025. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

Evergreen Wealth Solutions held 17,708 shares of First Trust STOXX European Select Dividend Income Fund worth $362K as of Q2 2026.
Evergreen Wealth Solutions sold 31 First Trust STOXX European Select Dividend Income Fund shares in Q2 2026, an estimated $595.
First Trust STOXX European Select Dividend Income Fund made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #386 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 3 quarters since.
Evergreen Wealth Solutions's First Trust STOXX European Select Dividend Income Fund position peaked at $850K in Q4 2025.
138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.