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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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