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MassMutual Private Wealth & Trust’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

MassMutual Private Wealth & Trust’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
2021
Q4 		– Sell
-4,000
Closed -$56.6K – 1415
2021
Q3 		$56K Buy
+4,000
New +$58.4K ﹤0.01% 468

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MassMutual Private Wealth & Trust's FDD Position: Q4 2021 in Review

MassMutual Private Wealth & Trust sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2021, closing a stake of 4,000 shares — an estimated $56.6K sold.

MassMutual Private Wealth & Trust first reported a position in FDD in Q3 2021 and held it in 1 quarter. The position peaked at $56K in Q3 2021. 73 funds tracked by Wall St. Rank hold FDD as of Q4 2021.

  • MassMutual Private Wealth & Trust reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2021 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 4,000 First Trust STOXX European Select Dividend Income Fund shares in Q4 2021, an estimated $56.6K.
  • MassMutual Private Wealth & Trust first reported a position in First Trust STOXX European Select Dividend Income Fund in Q3 2021 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's First Trust STOXX European Select Dividend Income Fund position peaked at $56K in Q3 2021.
  • 73 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2021.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2021, filed 9 Feb 2022.