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Kingsview Wealth Management’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Kingsview Wealth Management’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
2021
Q4 		– Sell
-56,680
Closed -$788K – 986
2021
Q3 		$788K Buy
+56,680
New +$828K 0.04% 434

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
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
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Kingsview Wealth Management's FDD Position: Q4 2021 in Review

Kingsview Wealth Management sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2021, closing a stake of 56,680 shares — an estimated $788K sold.

Kingsview Wealth Management first reported a position in FDD in Q3 2021 and held it in 1 quarter. The position peaked at $788K in Q3 2021. 73 funds tracked by Wall St. Rank hold FDD as of Q4 2021.

  • Kingsview Wealth Management reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 56,680 First Trust STOXX European Select Dividend Income Fund shares in Q4 2021, an estimated $788K.
  • Kingsview Wealth Management first reported a position in First Trust STOXX European Select Dividend Income Fund in Q3 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's First Trust STOXX European Select Dividend Income Fund position peaked at $788K in Q3 2021.
  • 73 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2021.

Based on Kingsview Wealth Management's 13F filing for Q4 2021, filed 17 Feb 2022.