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 Q3	$1.57M	Sell	81,606 -3,461	-4%	-$68.9K	0.02%	679
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

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $351M AUM 16% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $202M AUM 20.26% 1-Year Est. Return

Kestra Private Wealth Services's FDD Position: Q3 2026 in Review

Kestra Private Wealth Services reduced its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 4.1% in Q3 2026, selling an estimated $68.9K and leaving 81,606 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #679.

Kestra Private Wealth Services first reported a position in FDD in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.21M in Q4 2020. 86 funds tracked by Wall St. Rank hold FDD as of Q3 2026.

Kestra Private Wealth Services held 81,606 shares of First Trust STOXX European Select Dividend Income Fund worth $1.57M as of Q3 2026.
Kestra Private Wealth Services sold 3,461 First Trust STOXX European Select Dividend Income Fund shares in Q3 2026, an estimated $68.9K.
First Trust STOXX European Select Dividend Income Fund made up 0.02% of Kestra Private Wealth Services's portfolio in Q3 2026, its #679 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 17 quarters since.
Kestra Private Wealth Services's First Trust STOXX European Select Dividend Income Fund position peaked at $3.21M in Q4 2020.
86 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.