Founders Financial Alliance’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Founders Financial Alliance’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
2026 Q2	$206K	Buy	21,527 +2,954	+16%	+$27.1K	0.03%	427
2026 Q1	$160K	Buy	18,573 +3,225	+21%	+$30.1K	0.03%	413
2025 Q4	$145K	Sell	15,348 -555	-3%	-$5.05K	0.03%	372
2025 Q3	$145K	Buy	+15,903	New	+$142K	0.03%	404
2020 Q4	–	Sell	-5,369	Closed	-$40K	–	511
2020 Q3	$40K	Buy	+5,369	New	+$40K	0.02%	420

Other funds holding BDJ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Founders Financial Alliance's BDJ Position: Q2 2026 in Review

Founders Financial Alliance increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 16% in Q2 2026, buying an estimated $27.1K and bringing the position to 21,527 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #427.

Founders Financial Alliance first reported a position in BDJ in Q3 2020 and has held it in 5 quarters since. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Founders Financial Alliance held 21,527 shares of BlackRock Enhanced Equity Dividend Trust worth $206K as of Q2 2026.
Founders Financial Alliance bought 2,954 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $27.1K.
BlackRock Enhanced Equity Dividend Trust made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #427 holding.
Founders Financial Alliance first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2020 and has held it in 5 quarters since.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.