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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
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
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

Evolution Wealth Management's FDD Position: Q1 2026 in Review

Evolution Wealth Management held its First Trust STOXX European Select Dividend Income Fund (FDD) position steady in Q1 2026 at 314 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Evolution Wealth Management first reported a position in FDD in Q4 2025 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold FDD as of Q1 2026.

  • Evolution Wealth Management held 314 shares of First Trust STOXX European Select Dividend Income Fund worth $5.59K as of Q1 2026.
  • Evolution Wealth Management left its First Trust STOXX European Select Dividend Income Fund share count unchanged in Q1 2026.
  • First Trust STOXX European Select Dividend Income Fund made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #604 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 2 quarters since.
  • 135 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.