Founders Financial Securities’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Founders Financial Securities’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
2023 Q4	–	Sell	-11,765	Closed	-$128K	–	377
2023 Q3	$128K	Sell	11,765 -7,746	-40%	-$88.3K	0.02%	317
2023 Q2	$221K	Buy	19,511 +3,149	+19%	+$37.2K	0.03%	291
2023 Q1	$191K	Buy	16,362 +3,310	+25%	+$40K	0.03%	302
2022 Q4	$148K	Buy	+13,052	New	+$140K	0.02%	310

Other funds holding FDD

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Founders Financial Securities's FDD Position: Q4 2023 in Review

Founders Financial Securities sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2023, closing a stake of 11,765 shares — an estimated $128K sold.

Founders Financial Securities first reported a position in FDD in Q4 2022 and held it in 4 quarters. The position peaked at $221K in Q2 2023. 80 funds tracked by Wall St. Rank hold FDD as of Q4 2023.

Founders Financial Securities reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2023 after selling out during the quarter.
Founders Financial Securities sold 11,765 First Trust STOXX European Select Dividend Income Fund shares in Q4 2023, an estimated $128K.
Founders Financial Securities first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2022 and held it in 4 quarters.
Founders Financial Securities's First Trust STOXX European Select Dividend Income Fund position peaked at $221K in Q2 2023.
80 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2023.

Based on Founders Financial Securities's 13F filing for Q4 2023, filed 6 Feb 2024.