Ken Fisher
FDD icon

Ken Fisher’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Ken Fisher’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
2024
Q1 		– Sell
-11,114
Closed -$134K – 985
2023
Q4 		$134K Sell
11,114
-6,546
-37% -$73K ﹤0.01% 967
2023
Q3 		$192K Buy
17,660
+763
+5% +$8.7K ﹤0.01% 1023
2023
Q2 		$192K Buy
16,897
+324
+2% +$3.83K ﹤0.01% 1035
2023
Q1 		$193K Sell
16,573
-297
-2% -$3.59K ﹤0.01% 987
2022
Q4 		$192K Sell
16,870
-6,689
-28% -$71.5K ﹤0.01% 982
2022
Q3 		$221K Sell
23,559
-3,587
-13% -$38.2K ﹤0.01% 870
2022
Q2 		$295K Buy
27,146
+4,570
+20% +$56.8K ﹤0.01% 797
2022
Q1 		$300K Buy
22,576
+11,505
+104% +$161K ﹤0.01% 814
2021
Q4 		$160K Buy
+11,071
New +$157K ﹤0.01% 928
2019
Q1 		– Sell
-28,898
Closed -$345K – 818
2018
Q4 		$345K Buy
28,898
+14,751
+104% +$184K ﹤0.01% 698
2018
Q3 		$185K Sell
14,147
-1,347
-9% -$17.8K ﹤0.01% 773
2018
Q2 		$204K Sell
15,494
-1,418
-8% -$19.8K ﹤0.01% 767
2018
Q1 		$234K Buy
+16,912
New +$238K ﹤0.01% 717

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return

Ken Fisher's FDD Position: Q1 2024 in Review

Ken Fisher sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2024, closing a stake of 11,114 shares — an estimated $134K sold.

Ken Fisher first reported a position in FDD in Q1 2018 and held it in 13 quarters. The position peaked at $345K in Q4 2018. 70 funds tracked by Wall St. Rank hold FDD as of Q1 2024.

  • Ken Fisher reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q1 2024 after selling out during the quarter.
  • Ken Fisher sold 11,114 First Trust STOXX European Select Dividend Income Fund shares in Q1 2024, an estimated $134K.
  • Ken Fisher first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2018 and held it in 13 quarters.
  • Ken Fisher's First Trust STOXX European Select Dividend Income Fund position peaked at $345K in Q4 2018.
  • 70 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2024.

Based on Fisher Asset Management's 13F filing for Q1 2024, filed 9 May 2024.