Greenwood Capital Associates’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Greenwood Capital Associates’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
2021 Q3	–	Sell	-83,542	Closed	-$1.21M	–	210
2021 Q2	$1.21M	Buy	+83,542	New	+$1.24M	0.18%	94
2020 Q1	–	Sell	-18,475	Closed	-$259K	–	169
2019 Q4	$259K	Buy	18,475 +2,975	+19%	+$39.8K	0.05%	164
2019 Q3	$197K	Buy	15,500 +1,205	+8%	+$15K	0.05%	164
2019 Q2	$179K	Sell	14,295 -355	-2%	-$4.56K	0.05%	166
2019 Q1	$188K	Buy	+14,650	New	+$186K	0.05%	162

Other funds holding FDD

Morgan Stanley New York $1.66T AUM 25.57% 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

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Greenwood Capital Associates's FDD Position: Q3 2021 in Review

Greenwood Capital Associates sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q3 2021, closing a stake of 83,542 shares — an estimated $1.21M sold.

Greenwood Capital Associates first reported a position in FDD in Q1 2019 and held it in 5 quarters. The position peaked at $1.21M in Q2 2021. 68 funds tracked by Wall St. Rank hold FDD as of Q3 2021.

Greenwood Capital Associates reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q3 2021 after selling out during the quarter.
Greenwood Capital Associates sold 83,542 First Trust STOXX European Select Dividend Income Fund shares in Q3 2021, an estimated $1.21M.
Greenwood Capital Associates first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2019 and held it in 5 quarters.
Greenwood Capital Associates's First Trust STOXX European Select Dividend Income Fund position peaked at $1.21M in Q2 2021.
68 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q3 2021.

Based on Greenwood Capital Associates's 13F filing for Q3 2021, filed 27 Oct 2021.