Koshinski Asset Management’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Koshinski Asset 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
2019 Q1	–	Sell	-37,550	Closed	-$448K	–	420
2018 Q4	$448K	Sell	37,550 -49,540	-57%	-$618K	0.11%	229
2018 Q3	$1.14M	Buy	87,090 +61,062	+235%	+$808K	0.16%	187
2018 Q2	$343K	Sell	26,028 -382	-1%	-$5.34K	0.1%	262
2018 Q1	$366K	Hold	26,410	–	–	0.11%	253
2017 Q4	$363K	Sell	26,410 -24,070	-48%	-$327K	0.09%	301
2017 Q3	$689K	Sell	50,480 -160	-0.3%	-$2.13K	0.23%	141
2017 Q2	$662K	Buy	50,640 +259	+0.5%	+$3.37K	0.24%	137
2017 Q1	$622K	Buy	50,381 +2,680	+6%	+$32.4K	0.24%	123
2016 Q4	$566K	Buy	47,701 +773	+2%	+$8.97K	0.28%	122
2016 Q3	$555K	Sell	46,928 -703	-1%	-$8.33K	0.28%	121
2016 Q2	$559K	Buy	47,631 +590	+1%	+$7.24K	0.3%	116
2016 Q1	$572K	Buy	47,041 +739	+2%	+$8.63K	0.37%	96
2015 Q4	$564K	Buy	46,302 +329	+0.7%	+$4.08K	0.39%	80
2015 Q3	$590K	Buy	45,973 +310	+0.7%	+$3.91K	0.38%	81
2015 Q2	$586K	Buy	45,663 +713	+2%	+$9.64K	0.37%	84
2015 Q1	$593K	Buy	44,950 +2,880	+7%	+$38.5K	0.38%	74
2014 Q4	$549K	Buy	+42,070	New	+$556K	0.31%	88

Other funds holding FDD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWM

Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

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

Koshinski Asset Management's FDD Position: Q1 2019 in Review

Koshinski Asset Management sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2019, closing a stake of 37,550 shares — an estimated $448K sold.

Koshinski Asset Management first reported a position in FDD in Q4 2014 and held it in 17 quarters. The position peaked at $1.14M in Q3 2018. 74 funds tracked by Wall St. Rank hold FDD as of Q1 2019.

Koshinski Asset Management reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q1 2019 after selling out during the quarter.
Koshinski Asset Management sold 37,550 First Trust STOXX European Select Dividend Income Fund shares in Q1 2019, an estimated $448K.
Koshinski Asset Management first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2014 and held it in 17 quarters.
Koshinski Asset Management's First Trust STOXX European Select Dividend Income Fund position peaked at $1.14M in Q3 2018.
74 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2019.

Based on Koshinski Asset Management's 13F filing for Q1 2019, filed 14 May 2019.