Evolution Wealth Management’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Evolution Wealth Management’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	$5.83K	Hold	314	–	–	﹤0.01%	669
2026 Q1	$5.59K	Hold	314	–	–	﹤0.01%	604
2025 Q4	$5.5K	Buy	+314	New	+$5.17K	﹤0.01%	536

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

Evolution Wealth Management's FDD Position: Q2 2026 in Review

Evolution Wealth Management held its First Trust STOXX European Select Dividend Income Fund (FDD) position steady in Q2 2026 at 314 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Evolution Wealth Management first reported a position in FDD in Q4 2025 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

Evolution Wealth Management held 314 shares of First Trust STOXX European Select Dividend Income Fund worth $5.83K as of Q2 2026.
Evolution Wealth Management left its First Trust STOXX European Select Dividend Income Fund share count unchanged in Q2 2026.
First Trust STOXX European Select Dividend Income Fund made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #669 holding.
Evolution Wealth Management first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2025 and has held it in 3 quarters since.
138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.