Great Lakes Retirement’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Great Lakes Retirement’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
2020 Q1	$556K	Buy	57,752 +5,048	+10%	+$64.2K	0.25%	59
2019 Q4	$741K	Buy	+52,704	New	+$705K	0.23%	87

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

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Great Lakes Retirement's FDD Position: Q1 2020 in Review

Great Lakes Retirement increased its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 9.6% in Q1 2020, buying an estimated $64.2K and bringing the position to 57,752 shares worth $556K. The position accounts for 0.25% of the portfolio, ranked #59.

Great Lakes Retirement first reported a position in FDD in Q4 2019 and has held it in 2 quarters since. The position peaked at $741K in Q4 2019. 73 funds tracked by Wall St. Rank hold FDD as of Q1 2020.

Great Lakes Retirement held 57,752 shares of First Trust STOXX European Select Dividend Income Fund worth $556K as of Q1 2020.
Great Lakes Retirement bought 5,048 First Trust STOXX European Select Dividend Income Fund shares in Q1 2020, an estimated $64.2K.
First Trust STOXX European Select Dividend Income Fund made up 0.25% of Great Lakes Retirement's portfolio in Q1 2020, its #59 holding.
Great Lakes Retirement first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2019 and has held it in 2 quarters since.
Great Lakes Retirement's First Trust STOXX European Select Dividend Income Fund position peaked at $741K in Q4 2019.
73 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2020.

Based on Great Lakes Retirement's 13F filing for Q1 2020, filed 4 Jun 2020.