Independent Financial Group’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Independent Financial Group’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 Q3	$459K	Hold	23,891	–	–	0.01%	1047
2026 Q2	$443K	Sell	23,891 -19	-0.1%	-$364	0.01%	1044
2026 Q1	$426K	Sell	23,910 -286	-1%	-$5.16K	0.01%	1006
2025 Q4	$423K	Buy	24,196 +2,067	+9%	+$34.1K	0.01%	975
2025 Q3	$357K	Sell	22,129 -823	-4%	-$13.1K	0.01%	1001
2025 Q2	$357K	Buy	+22,952	New	+$335K	0.01%	938

Other funds holding FDD

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

WWA

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFA

Fairfield Financial Advisors Wellesley, Massachusetts $248M AUM 30.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Independent Financial Group's FDD Position: Q3 2026 in Review

Independent Financial Group held its First Trust STOXX European Select Dividend Income Fund (FDD) position steady in Q3 2026 at 23,891 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #1047.

Independent Financial Group first reported a position in FDD in Q2 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold FDD as of Q3 2026.

Independent Financial Group held 23,891 shares of First Trust STOXX European Select Dividend Income Fund worth $459K as of Q3 2026.
Independent Financial Group left its First Trust STOXX European Select Dividend Income Fund share count unchanged in Q3 2026.
First Trust STOXX European Select Dividend Income Fund made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1047 holding.
Independent Financial Group first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2025 and has held it in 6 quarters since.
9 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.