Kestra Private Wealth Services’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Kestra Private Wealth Services’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	$1.58M	Buy	85,067 +2,765	+3%	+$53K	0.02%	676
2026 Q1	$1.47M	Buy	82,302 +50,649	+160%	+$914K	0.02%	661
2025 Q4	$554K	Buy	31,653 +1,500	+5%	+$24.7K	0.01%	1110
2025 Q3	$487K	Sell	30,153 -45,074	-60%	-$719K	0.01%	1111
2025 Q2	$1.17M	Sell	75,227 -1,759	-2%	-$25.6K	0.02%	682
2025 Q1	$1.04M	Buy	76,986 +61,772	+406%	+$775K	0.02%	664
2024 Q4	$171K	Hold	15,214	–	–	﹤0.01%	1333
2024 Q3	$190K	Sell	15,214 -1,288	-8%	-$15.7K	﹤0.01%	1277
2024 Q2	$193K	Sell	16,502 -2,763	-14%	-$33.7K	﹤0.01%	1242
2024 Q1	$228K	Sell	19,265 -7,326	-28%	-$84.3K	0.01%	1122
2023 Q4	$321K	Buy	26,591 +2,196	+9%	+$24.5K	0.01%	916
2023 Q3	$266K	Sell	24,395 -1,993	-8%	-$22.7K	0.01%	919
2023 Q2	$300K	Buy	26,388 +13,855	+111%	+$164K	0.01%	822
2023 Q1	$146K	Hold	12,533	–	–	0.01%	956
2022 Q4	$142K	Buy	+12,533	New	+$134K	0.01%	830
2021 Q1	–	Sell	-245,785	Closed	-$3.21M	–	819
2020 Q4	$3.21M	Buy	+245,785	New	+$2.89M	0.24%	97

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

Kestra Private Wealth Services's FDD Position: Q2 2026 in Review

Kestra Private Wealth Services increased its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 3.4% in Q2 2026, buying an estimated $53K and bringing the position to 85,067 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #676.

Kestra Private Wealth Services first reported a position in FDD in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.21M in Q4 2020. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

Kestra Private Wealth Services held 85,067 shares of First Trust STOXX European Select Dividend Income Fund worth $1.58M as of Q2 2026.
Kestra Private Wealth Services bought 2,765 First Trust STOXX European Select Dividend Income Fund shares in Q2 2026, an estimated $53K.
First Trust STOXX European Select Dividend Income Fund made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #676 holding.
Kestra Private Wealth Services first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2020 and has held it in 16 quarters since.
Kestra Private Wealth Services's First Trust STOXX European Select Dividend Income Fund position peaked at $3.21M in Q4 2020.
138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.