LMKC
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L.M. Kohn & Company’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-10,980
Closed -$129K – 291
2024
Q2 		$129K Buy
+10,980
New +$134K 0.03% 263

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

L.M. Kohn & Company's FDD Position: Q3 2024 in Review

L.M. Kohn & Company sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q3 2024, closing a stake of 10,980 shares — an estimated $129K sold.

L.M. Kohn & Company first reported a position in FDD in Q2 2024 and held it in 1 quarter. The position peaked at $129K in Q2 2024. 78 funds tracked by Wall St. Rank hold FDD as of Q3 2024.

  • L.M. Kohn & Company reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q3 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 10,980 First Trust STOXX European Select Dividend Income Fund shares in Q3 2024, an estimated $129K.
  • L.M. Kohn & Company first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2024 and held it in 1 quarter.
  • L.M. Kohn & Company's First Trust STOXX European Select Dividend Income Fund position peaked at $129K in Q2 2024.
  • 78 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q3 2024.

Based on L.M. Kohn & Company's 13F filing for Q3 2024, filed 14 Nov 2024.