First Heartland Consultants’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

First Heartland Consultants’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
2021 Q2	–	Sell	-19,142	Closed	-$270K	–	399
2021 Q1	$270K	Buy	+19,142	New	+$260K	0.04%	304
2020 Q4	–	Sell	-13,688	Closed	-$140K	–	344
2020 Q3	$140K	Buy	13,688 +1,408	+11%	+$15.4K	0.03%	290
2020 Q2	$128K	Buy	12,280 +2	+0%	+$20	0.03%	276
2020 Q1	$118K	Buy	+12,278	New	+$156K	0.03%	238

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

First Heartland Consultants's FDD Position: Q2 2021 in Review

First Heartland Consultants sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q2 2021, closing a stake of 19,142 shares — an estimated $270K sold.

First Heartland Consultants first reported a position in FDD in Q1 2020 and held it in 4 quarters. The position peaked at $270K in Q1 2021. 65 funds tracked by Wall St. Rank hold FDD as of Q2 2021.

First Heartland Consultants reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q2 2021 after selling out during the quarter.
First Heartland Consultants sold 19,142 First Trust STOXX European Select Dividend Income Fund shares in Q2 2021, an estimated $270K.
First Heartland Consultants first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2020 and held it in 4 quarters.
First Heartland Consultants's First Trust STOXX European Select Dividend Income Fund position peaked at $270K in Q1 2021.
65 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2021.

Based on First Heartland Consultants's 13F filing for Q2 2021, filed 16 Aug 2021.