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

Hobart 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
2026 Q2	$3.3M	Buy	178,103 +1,057	+0.6%	+$20.3K	0.57%	47
2026 Q1	$3.15M	Sell	177,046 -9	-0%	-$162	0.62%	44
2025 Q4	$3.1M	Buy	177,055 +9,007	+5%	+$148K	0.6%	44
2025 Q3	$2.71M	Buy	168,048 +13,379	+9%	+$213K	0.57%	44
2025 Q2	$2.4M	Buy	154,669 +16,142	+12%	+$235K	0.55%	41
2025 Q1	$1.88M	Buy	138,527 +10,634	+8%	+$133K	0.47%	43
2024 Q4	$1.44M	Buy	127,893 +20,641	+19%	+$242K	0.36%	43
2024 Q3	$1.34M	Buy	107,252 +13,872	+15%	+$169K	0.34%	41
2024 Q2	$1.09M	Buy	93,380 +26,885	+40%	+$327K	0.31%	41
2024 Q1	$786K	Buy	66,495 +20,236	+44%	+$233K	0.24%	43
2023 Q4	$558K	Buy	+46,259	New	+$516K	0.18%	44

Other funds holding FDD

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return