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Integrated Wealth Concepts’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Integrated Wealth Concepts’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
Q1 		$992K Sell
55,718
-30,468
-35% -$550K 0.01% 1121
2025
Q4 		$1.51M Buy
86,186
+10
+0% +$165 0.02% 610
2025
Q3 		$1.39M Sell
86,176
-8,620
-9% -$137K 0.01% 828
2025
Q2 		$1.47M Buy
94,796
+3,974
+4% +$58K 0.01% 737
2025
Q1 		$1.23M Sell
90,822
-731
-0.8% -$9.17K 0.01% 738
2024
Q4 		$1.03M Buy
91,553
+962
+1% +$11.3K 0.01% 792
2024
Q3 		$1.13M Sell
90,591
-2,496
-3% -$30.4K 0.01% 746
2024
Q2 		$1.09M Sell
93,087
-6,060
-6% -$73.8K 0.01% 721
2024
Q1 		$1.17M Buy
99,147
+24,576
+33% +$283K 0.02% 690
2023
Q4 		$900K Sell
74,571
-5,131
-6% -$57.2K 0.01% 765
2023
Q3 		$868K Buy
79,702
+6,470
+9% +$73.8K 0.02% 748
2023
Q2 		$831K Sell
73,232
-896
-1% -$10.6K 0.01% 753
2023
Q1 		$865K Buy
74,128
+6,363
+9% +$76.9K 0.02% 667
2022
Q4 		$770K Buy
67,765
+51,236
+310% +$548K 0.02% 531
2022
Q3 		$155K Sell
16,529
-172
-1% -$1.83K 0.01% 891
2022
Q2 		$182K Sell
16,701
-54
-0.3% -$671 0.01% 907
2022
Q1 		$223K Sell
16,755
-7,653
-31% -$107K 0.01% 840
2021
Q4 		$352K Sell
24,408
-5,886
-19% -$83.4K 0.01% 709
2021
Q3 		$421K Buy
+30,294
New +$443K 0.01% 616

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrated Wealth Concepts's FDD Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 35% in Q1 2026, selling an estimated $550K and leaving 55,718 shares worth $992K. The position accounts for 0.01% of the portfolio, ranked #1121.

Integrated Wealth Concepts first reported a position in FDD in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.51M in Q4 2025. 135 funds tracked by Wall St. Rank hold FDD as of Q1 2026.

  • Integrated Wealth Concepts held 55,718 shares of First Trust STOXX European Select Dividend Income Fund worth $992K as of Q1 2026.
  • Integrated Wealth Concepts sold 30,468 First Trust STOXX European Select Dividend Income Fund shares in Q1 2026, an estimated $550K.
  • First Trust STOXX European Select Dividend Income Fund made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1121 holding.
  • Integrated Wealth Concepts first reported a position in First Trust STOXX European Select Dividend Income Fund in Q3 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's First Trust STOXX European Select Dividend Income Fund position peaked at $1.51M in Q4 2025.
  • 135 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.