Global Financial Private Capital’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Global Financial Private Capital’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
2018 Q4	–	Sell	-58,052	Closed	-$761K	–	376
2018 Q3	$761K	Buy	58,052 +10,624	+22%	+$141K	0.03%	319
2018 Q2	$626K	Buy	47,428 +20,237	+74%	+$283K	0.02%	331
2018 Q1	$376K	Sell	27,191 -100	-0.4%	-$1.41K	0.01%	408
2017 Q4	$375K	Buy	+27,291	New	+$371K	0.01%	392

Other funds holding FDD

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

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

LWM

Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Global Financial Private Capital's FDD Position: Q4 2018 in Review

Global Financial Private Capital sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2018, closing a stake of 58,052 shares — an estimated $761K sold.

Global Financial Private Capital first reported a position in FDD in Q4 2017 and held it in 4 quarters. The position peaked at $761K in Q3 2018. 77 funds tracked by Wall St. Rank hold FDD as of Q4 2018.

Global Financial Private Capital reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 58,052 First Trust STOXX European Select Dividend Income Fund shares in Q4 2018, an estimated $761K.
Global Financial Private Capital first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2017 and held it in 4 quarters.
Global Financial Private Capital's First Trust STOXX European Select Dividend Income Fund position peaked at $761K in Q3 2018.
77 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.