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Independent Advisor Alliance’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Independent Advisor Alliance’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 		– Sell
-116,379
Closed -$2.07M – 1214
2026
Q1 		$2.07M Buy
+116,379
New +$2.1M 0.02% 550

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Advisor Alliance's FDD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q2 2026, closing a stake of 116,379 shares — an estimated $2.07M sold.

Independent Advisor Alliance first reported a position in FDD in Q1 2026 and held it in 1 quarter. The position peaked at $2.07M in Q1 2026. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 116,379 First Trust STOXX European Select Dividend Income Fund shares in Q2 2026, an estimated $2.07M.
  • Independent Advisor Alliance first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's First Trust STOXX European Select Dividend Income Fund position peaked at $2.07M in Q1 2026.
  • 138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.