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Financial Advocates Investment Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Financial Advocates Investment Management’s Portfolio BDJ Stock Details BDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-77,175
Closed -$664K – 641
2025
Q1 		$664K Sell
77,175
-19,876
-20% -$173K 0.05% 366
2024
Q4 		$804K Buy
97,051
+263
+0.3% +$2.29K 0.05% 352
2024
Q3 		$837K Buy
96,788
+399
+0.4% +$3.34K 0.05% 335
2024
Q2 		$787K Sell
96,389
-300
-0.3% -$2.44K 0.05% 340
2024
Q1 		$798K Buy
96,689
+11,928
+14% +$95.1K 0.05% 355
2023
Q4 		$652K Buy
84,761
+12,471
+17% +$93.9K 0.04% 374
2023
Q3 		$550K Buy
72,290
+9,474
+15% +$75.7K 0.04% 388
2023
Q2 		$524K Buy
62,816
+6,300
+11% +$52.4K 0.04% 388
2023
Q1 		$485K Buy
56,516
+19,097
+51% +$170K 0.03% 439
2022
Q4 		$337K Buy
37,419
+25,421
+212% +$225K 0.03% 528
2022
Q3 		$97K Buy
+11,998
New +$111K 0.01% 719
2020
Q4 		– Sell
-11,503
Closed -$84K – 717
2020
Q3 		$84K Buy
+11,503
New +$85.7K 0.01% 613
2020
Q2 		– Sell
-16,597
Closed -$108K – 611
2020
Q1 		$108K Buy
16,597
+1,142
+7% +$9.75K 0.02% 457
2019
Q4 		$153K Sell
15,455
-2,387
-13% -$22.5K 0.02% 497
2019
Q3 		$164K Hold
17,842
– – 0.02% 466
2019
Q2 		$158K Hold
17,842
– – 0.02% 457
2019
Q1 		$153K Buy
17,842
+255
+1% +$2.15K 0.02% 448
2018
Q4 		$137K Sell
17,587
-6,294
-26% -$53.5K 0.02% 412
2018
Q3 		$226K Hold
23,881
– – 0.03% 451
2018
Q2 		$218K Sell
23,881
-92
-0.4% -$831 0.03% 446
2018
Q1 		$209K Buy
23,973
+11,635
+94% +$107K 0.03% 452
2017
Q4 		$114K Buy
+12,338
New +$112K 0.02% 471

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Financial Advocates Investment Management's BDJ Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2025, closing a stake of 77,175 shares — an estimated $664K sold.

Financial Advocates Investment Management first reported a position in BDJ in Q4 2017 and held it in 22 quarters. The position peaked at $837K in Q3 2024. 207 funds tracked by Wall St. Rank hold BDJ as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 77,175 BlackRock Enhanced Equity Dividend Trust shares in Q2 2025, an estimated $664K.
  • Financial Advocates Investment Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2017 and held it in 22 quarters.
  • Financial Advocates Investment Management's BlackRock Enhanced Equity Dividend Trust position peaked at $837K in Q3 2024.
  • 207 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.