Lenox Wealth Advisors’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Lenox Wealth Advisors’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 Q1	–	Sell	-2,787	Closed	-$39K	–	826
2019 Q4	$39K	Buy	+2,787	New	+$37.3K	0.01%	207
2019 Q3	–	Sell	-6,987	Closed	-$87K	–	626
2019 Q2	$87K	Sell	6,987 -1,465	-17%	-$18.8K	0.02%	118
2019 Q1	$108K	Hold	8,452	–	–	0.02%	101
2018 Q4	$101K	Sell	8,452 -8,453	-50%	-$105K	0.02%	99
2018 Q3	$222K	Hold	16,905	–	–	0.05%	70
2018 Q2	$223K	Hold	16,905	–	–	0.05%	50
2018 Q1	$234K	Hold	16,905	–	–	0.05%	50
2017 Q4	$232K	Buy	+16,905	New	+$230K	0.06%	35

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

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

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

Lenox Wealth Advisors's FDD Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2020, closing a stake of 2,787 shares — an estimated $39K sold.

Lenox Wealth Advisors first reported a position in FDD in Q4 2017 and held it in 8 quarters. The position peaked at $234K in Q1 2018. 73 funds tracked by Wall St. Rank hold FDD as of Q1 2020.

Lenox Wealth Advisors reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 2,787 First Trust STOXX European Select Dividend Income Fund shares in Q1 2020, an estimated $39K.
Lenox Wealth Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2017 and held it in 8 quarters.
Lenox Wealth Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $234K in Q1 2018.
73 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.