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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Financial Group's FDD Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 0.08% in Q2 2026, selling an estimated $364 and leaving 23,891 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #1044.

Independent Financial Group first reported a position in FDD in Q2 2025 and has held it in 5 quarters since. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

Independent Financial Group held 23,891 shares of First Trust STOXX European Select Dividend Income Fund worth $443K as of Q2 2026.
Independent Financial Group sold 19 First Trust STOXX European Select Dividend Income Fund shares in Q2 2026, an estimated $364.
First Trust STOXX European Select Dividend Income Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1044 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 5 quarters since.
138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.