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

LM 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
2024
Q1 		– Sell
-854
Closed -$10.3K – 384
2023
Q4 		$10.3K Buy
+854
New +$9.52K ﹤0.01% 525

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
NIWA
New Insight Wealth Advisors San Ramon, California $279M AUM 19.05% 1-Year Est. Return

LM Advisors's FDD Position: Q1 2024 in Review

LM Advisors sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2024, closing a stake of 854 shares — an estimated $10.3K sold.

LM Advisors first reported a position in FDD in Q4 2023 and held it in 1 quarter. The position peaked at $10.3K in Q4 2023. 70 funds tracked by Wall St. Rank hold FDD as of Q1 2024.

  • LM Advisors reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 854 First Trust STOXX European Select Dividend Income Fund shares in Q1 2024, an estimated $10.3K.
  • LM Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2023 and held it in 1 quarter.
  • LM Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $10.3K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.