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

Forefront 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
2025
Q4 		$2.71M Sell
155,060
-1,811
-1% -$29.8K 1.95% 16
2025
Q3 		$2.53M Sell
156,871
-1,096
-0.7% -$17.5K 1.86% 21
2025
Q2 		$2.45M Buy
+157,967
New +$2.3M 1.97% 22

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Forefront Wealth Management's FDD Position: Q4 2025 in Review

Forefront Wealth Management reduced its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 1.2% in Q4 2025, selling an estimated $29.8K and leaving 155,060 shares worth $2.71M. The position accounts for 1.95% of the portfolio, ranked #16.

Forefront Wealth Management first reported a position in FDD in Q2 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold FDD as of Q4 2025.

  • Forefront Wealth Management held 155,060 shares of First Trust STOXX European Select Dividend Income Fund worth $2.71M as of Q4 2025.
  • Forefront Wealth Management sold 1,811 First Trust STOXX European Select Dividend Income Fund shares in Q4 2025, an estimated $29.8K.
  • First Trust STOXX European Select Dividend Income Fund made up 1.95% of Forefront Wealth Management's portfolio in Q4 2025, its #16 holding.
  • Forefront Wealth Management first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2025 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.