Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Gladstone Institutional Advisory’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
2026
Q3 		$7.49M Buy
+389,639
New +$7.76M 0.21% 98

Other funds holding FDD

Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $351M AUM 16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Gladstone Institutional Advisory's FDD Position: Q3 2026 in Review

Gladstone Institutional Advisory opened a new position in First Trust STOXX European Select Dividend Income Fund (FDD) in Q3 2026: 389,639 shares worth $7.49M. The stake represents 0.21% of the portfolio and ranks #98 among its holdings.

108 funds tracked by Wall St. Rank hold FDD as of Q3 2026.

  • Gladstone Institutional Advisory held 389,639 shares of First Trust STOXX European Select Dividend Income Fund worth $7.49M as of Q3 2026.
  • First Trust STOXX European Select Dividend Income Fund was a new Gladstone Institutional Advisory position in Q3 2026.
  • First Trust STOXX European Select Dividend Income Fund made up 0.21% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #98 holding.
  • 108 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.