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

Liberty 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
2026
Q2 		$260K Hold
14,617
– – 0.03% 224
2026
Q1 		$260K Sell
14,617
-334
-2% -$6.03K 0.03% 224
2025
Q4 		$262K Sell
14,951
-43
-0.3% -$709 0.03% 211
2025
Q3 		$242K Buy
14,994
+224
+2% +$3.57K 0.03% 212
2025
Q2 		$230K Buy
14,770
+188
+1% +$2.74K 0.04% 207
2025
Q1 		$198K Buy
14,582
+57
+0.4% +$715 0.04% 150
2024
Q4 		$164K Buy
14,525
+269
+2% +$3.16K 0.03% 207
2024
Q3 		$178K Buy
14,256
+471
+3% +$5.74K 0.03% 206
2024
Q2 		$161K Buy
+13,785
New +$168K 0.03% 197
2024
Q1 		– Sell
-13,747
Closed -$166K – 190
2023
Q4 		$166K Buy
13,747
+144
+1% +$1.61K 0.04% 163
2023
Q3 		$148K Buy
13,603
+138
+1% +$1.57K 0.04% 168
2023
Q2 		$153K Buy
13,465
+403
+3% +$4.76K 0.04% 187
2023
Q1 		$152K Buy
+13,062
New +$158K 0.03% 222
2022
Q3 		$121K Buy
12,994
+203
+2% +$2.16K 0.03% 145
2022
Q2 		$139K Buy
12,791
+280
+2% +$3.48K 0.06% 144
2022
Q1 		$166K Buy
+12,511
New +$175K 0.06% 155
2021
Q4 		– Sell
-12,413
Closed -$176K – 164
2021
Q3 		$173K Buy
12,413
+111
+0.9% +$1.62K 0.06% 187
2021
Q2 		$178K Sell
12,302
-4,411
-26% -$65.6K 0.07% 147
2021
Q1 		$215K Hold
16,713
– – 0.11% 101
2020
Q4 		$215K Sell
16,713
-2,050
-11% -$24.1K 0.11% 100
2020
Q3 		$193K Sell
18,763
-6,288
-25% -$68.6K 0.11% 99
2020
Q2 		$262K Buy
25,051
+172
+0.7% +$1.71K 0.18% 76
2020
Q1 		$239K Buy
24,879
+25
+0.1% +$318 0.21% 75
2019
Q4 		$349K Buy
24,854
+33
+0.1% +$441 0.28% 70
2019
Q3 		$316K Buy
24,821
+57
+0.2% +$708 0.3% 67
2019
Q2 		$310K Sell
24,764
-1,776,386
-99% -$22.8M 0.27% 80
2019
Q1 		$23.1M Buy
1,801,150
+20,223
+1% +$256K 17.4% 1
2018
Q4 		$21.3M Buy
+1,780,927
New +$22.2M 15.86% 1

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Liberty Wealth Management's FDD Position: Q2 2026 in Review

Liberty Wealth Management held its First Trust STOXX European Select Dividend Income Fund (FDD) position steady in Q2 2026 at 14,617 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #224.

Liberty Wealth Management first reported a position in FDD in Q4 2018 and has held it in 28 quarters since. The position peaked at $23.1M in Q1 2019. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

  • Liberty Wealth Management held 14,617 shares of First Trust STOXX European Select Dividend Income Fund worth $260K as of Q2 2026.
  • Liberty Wealth Management left its First Trust STOXX European Select Dividend Income Fund share count unchanged in Q2 2026.
  • First Trust STOXX European Select Dividend Income Fund made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Liberty Wealth Management first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2018 and has held it in 28 quarters since.
  • Liberty Wealth Management's First Trust STOXX European Select Dividend Income Fund position peaked at $23.1M in Q1 2019.
  • 138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.