Lantz Financial’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Lantz Financial’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
2020 Q4	–	Sell	-11,784	Closed	-$121K	–	126
2020 Q3	$121K	Hold	11,784	–	–	0.08%	118
2020 Q2	$123K	Sell	11,784 -11,250	-49%	-$112K	0.09%	111
2020 Q1	$222K	Sell	23,034 -2,300	-9%	-$29.3K	0.17%	101
2019 Q4	$356K	Sell	25,334 -250	-1%	-$3.35K	0.21%	99
2019 Q3	$316K	Sell	25,584 -700	-3%	-$8.7K	0.21%	99
2019 Q2	$330K	Hold	26,284	–	–	0.22%	96
2019 Q1	$337K	Buy	+26,284	New	+$333K	0.24%	88

Other funds holding FDD

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Lantz Financial's FDD Position: Q4 2020 in Review

Lantz Financial sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2020, closing a stake of 11,784 shares — an estimated $121K sold.

Lantz Financial first reported a position in FDD in Q1 2019 and held it in 7 quarters. The position peaked at $356K in Q4 2019. 58 funds tracked by Wall St. Rank hold FDD as of Q4 2020.

Lantz Financial reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2020 after selling out during the quarter.
Lantz Financial sold 11,784 First Trust STOXX European Select Dividend Income Fund shares in Q4 2020, an estimated $121K.
Lantz Financial first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2019 and held it in 7 quarters.
Lantz Financial's First Trust STOXX European Select Dividend Income Fund position peaked at $356K in Q4 2019.
58 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2020.

Based on Lantz Financial's 13F filing for Q4 2020, filed 19 Jan 2021.