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

GeoWealth 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
2024
Q4 		– Sell
-1,511
Closed -$18.8K – 1823
2024
Q3 		$18.8K Buy
+1,511
New +$18.4K ﹤0.01% 1292

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GeoWealth Management's FDD Position: Q4 2024 in Review

GeoWealth Management sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2024, closing a stake of 1,511 shares — an estimated $18.8K sold.

GeoWealth Management first reported a position in FDD in Q3 2024 and held it in 1 quarter. The position peaked at $18.8K in Q3 2024. 77 funds tracked by Wall St. Rank hold FDD as of Q4 2024.

  • GeoWealth Management reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 1,511 First Trust STOXX European Select Dividend Income Fund shares in Q4 2024, an estimated $18.8K.
  • GeoWealth Management first reported a position in First Trust STOXX European Select Dividend Income Fund in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's First Trust STOXX European Select Dividend Income Fund position peaked at $18.8K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.