Financial Advocates Investment Management’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Financial Advocates Investment 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
2020 Q1	–	Sell	-12,259	Closed	-$172K	–	492
2019 Q4	$172K	Sell	12,259 -2,925	-19%	-$39.1K	0.02%	494
2019 Q3	$193K	Hold	15,184	–	–	0.02%	464
2019 Q2	$190K	Hold	15,184	–	–	0.02%	454
2019 Q1	$195K	Hold	15,184	–	–	0.02%	444
2018 Q4	$181K	Buy	+15,184	New	+$189K	0.02%	408

Other funds holding FDD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's FDD Position: Q1 2020 in Review

Financial Advocates Investment Management sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2020, closing a stake of 12,259 shares — an estimated $172K sold.

Financial Advocates Investment Management first reported a position in FDD in Q4 2018 and held it in 5 quarters. The position peaked at $195K in Q1 2019. 73 funds tracked by Wall St. Rank hold FDD as of Q1 2020.

Financial Advocates Investment Management reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q1 2020 after selling out during the quarter.
Financial Advocates Investment Management sold 12,259 First Trust STOXX European Select Dividend Income Fund shares in Q1 2020, an estimated $172K.
Financial Advocates Investment Management first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2018 and held it in 5 quarters.
Financial Advocates Investment Management's First Trust STOXX European Select Dividend Income Fund position peaked at $195K in Q1 2019.
73 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2020.

Based on Financial Advocates Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.