Joel Isaacson & Co’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Joel Isaacson & Co’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
2019 Q4	–	Sell	-10,971	Closed	-$140K	–	213
2019 Q3	$140K	Sell	10,971 -2,544	-19%	-$31.6K	0.02%	196
2019 Q2	$169K	Hold	13,515	–	–	0.02%	201
2019 Q1	$173K	Buy	+13,515	New	+$171K	0.03%	209

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

MMHP

Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return

Joel Isaacson & Co's FDD Position: Q4 2019 in Review

Joel Isaacson & Co sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2019, closing a stake of 10,971 shares — an estimated $140K sold.

Joel Isaacson & Co first reported a position in FDD in Q1 2019 and held it in 3 quarters. The position peaked at $173K in Q1 2019. 70 funds tracked by Wall St. Rank hold FDD as of Q4 2019.

Joel Isaacson & Co reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2019 after selling out during the quarter.
Joel Isaacson & Co sold 10,971 First Trust STOXX European Select Dividend Income Fund shares in Q4 2019, an estimated $140K.
Joel Isaacson & Co first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2019 and held it in 3 quarters.
Joel Isaacson & Co's First Trust STOXX European Select Dividend Income Fund position peaked at $173K in Q1 2019.
70 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2019.

Based on Joel Isaacson & Co's 13F filing for Q4 2019, filed 24 Jan 2020.