ICA Group Wealth Management’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

ICA Group Wealth Management’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
2024 Q2	–	Sell	-792	Closed	-$9.37K	–	952
2024 Q1	$9.37K	Sell	792 -125	-14%	-$1.44K	﹤0.01%	901
2023 Q4	$11.1K	Buy	+917	New	+$10.2K	﹤0.01%	854
2023 Q3	–	Sell	-2,324	Closed	-$26.4K	–	545
2023 Q2	$26.4K	Buy	2,324 +2,200	+1,774%	+$26K	0.01%	630
2023 Q1	$1.45K	Hold	124	–	–	﹤0.01%	1118
2022 Q4	$1.41K	Buy	+124	New	+$1.32K	﹤0.01%	1149

Other funds holding FDD

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

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

ICA Group Wealth Management's FDD Position: Q2 2024 in Review

ICA Group Wealth Management sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q2 2024, closing a stake of 792 shares — an estimated $9.37K sold.

ICA Group Wealth Management first reported a position in FDD in Q4 2022 and held it in 5 quarters. The position peaked at $26.4K in Q2 2023. 79 funds tracked by Wall St. Rank hold FDD as of Q2 2024.

ICA Group Wealth Management reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 792 First Trust STOXX European Select Dividend Income Fund shares in Q2 2024, an estimated $9.37K.
ICA Group Wealth Management first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's First Trust STOXX European Select Dividend Income Fund position peaked at $26.4K in Q2 2023.
79 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.