Lugano Financial Advisors SA (LFA)’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2023 Q4	–	Sell	-7,768	Closed	-$84.6K	–	187
2023 Q3	$84.6K	Sell	7,768 -564	-7%	-$6.43K	0.07%	94
2023 Q2	$94.6K	Hold	8,332	–	–	0.06%	103
2023 Q1	$97.2K	Hold	8,332	–	–	0.07%	70
2022 Q4	$94.7K	Buy	+8,332	New	+$89.1K	0.07%	72
2022 Q3	–	Sell	-8,332	Closed	-$90K	–	123
2022 Q2	$90K	Buy	+8,332	New	+$104K	0.06%	73
2022 Q1	–	Sell	-8,332	Closed	-$120K	–	118
2021 Q4	$120K	Hold	8,332	–	–	0.07%	68
2021 Q3	$116K	Hold	8,332	–	–	0.08%	64
2021 Q2	$120K	Hold	8,332	–	–	0.08%	66
2021 Q1	$118K	Sell	8,332 -1,929	-19%	-$26.2K	0.08%	65
2020 Q4	$132K	Hold	10,261	–	–	0.1%	72
2020 Q3	$115K	Hold	10,261	–	–	0.11%	75
2020 Q2	$112K	Hold	10,261	–	–	0.12%	74
2020 Q1	$143K	Hold	10,261	–	–	0.13%	81
2019 Q4	$144K	Buy	+10,261	New	+$137K	0.11%	88
2019 Q2	$128K	Buy	+10,261	New	+$132K	0.08%	88

Other funds holding FDD

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s FDD Position: Q4 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2023, closing a stake of 7,768 shares — an estimated $84.6K sold.

Lugano Financial Advisors SA (LFA) first reported a position in FDD in Q2 2019 and held it in 15 quarters. The position peaked at $144K in Q4 2019. 80 funds tracked by Wall St. Rank hold FDD as of Q4 2023.

Lugano Financial Advisors SA (LFA) reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2023 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 7,768 First Trust STOXX European Select Dividend Income Fund shares in Q4 2023, an estimated $84.6K.
Lugano Financial Advisors SA (LFA) first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2019 and held it in 15 quarters.
Lugano Financial Advisors SA (LFA)'s First Trust STOXX European Select Dividend Income Fund position peaked at $144K in Q4 2019.
80 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2023, filed 22 Jan 2024.