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

IHT 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
2020 Q2	–	Sell	-11,171	Closed	-$107K	–	597
2020 Q1	$107K	Sell	11,171 -1,735	-13%	-$22.1K	0.02%	507
2019 Q4	$181K	Sell	12,906 -6,922	-35%	-$92.6K	0.02%	577
2019 Q3	$253K	Sell	19,828 -5,734	-22%	-$71.3K	0.03%	469
2019 Q2	$320K	Buy	25,562 +4,903	+24%	+$62.9K	0.05%	381
2019 Q1	$265K	Buy	+20,659	New	+$262K	0.04%	388

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

IHT Wealth Management's FDD Position: Q2 2020 in Review

IHT Wealth Management sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q2 2020, closing a stake of 11,171 shares — an estimated $107K sold.

IHT Wealth Management first reported a position in FDD in Q1 2019 and held it in 5 quarters. The position peaked at $320K in Q2 2019. 57 funds tracked by Wall St. Rank hold FDD as of Q2 2020.

IHT Wealth Management reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q2 2020 after selling out during the quarter.
IHT Wealth Management sold 11,171 First Trust STOXX European Select Dividend Income Fund shares in Q2 2020, an estimated $107K.
IHT Wealth Management first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2019 and held it in 5 quarters.
IHT Wealth Management's First Trust STOXX European Select Dividend Income Fund position peaked at $320K in Q2 2019.
57 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2020.

Based on IHT Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.