Milestone Advisory Partners’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Milestone Advisory Partners’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
2018 Q2	–	Sell	-569,936	Closed	-$7.89M	–	47
2018 Q1	$7.89M	Buy	569,936 +35,045	+7%	+$493K	5.9%	4
2017 Q4	$7.34M	Buy	+534,891	New	+$7.28M	5.5%	5

Other funds holding FDD

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Milestone Advisory Partners's FDD Position: Q2 2018 in Review

Milestone Advisory Partners sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q2 2018, closing a stake of 569,936 shares — an estimated $7.89M sold.

Milestone Advisory Partners first reported a position in FDD in Q4 2017 and held it in 2 quarters. The position peaked at $7.89M in Q1 2018. 73 funds tracked by Wall St. Rank hold FDD as of Q2 2018.

Milestone Advisory Partners reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q2 2018 after selling out during the quarter.
Milestone Advisory Partners sold 569,936 First Trust STOXX European Select Dividend Income Fund shares in Q2 2018, an estimated $7.89M.
Milestone Advisory Partners first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2017 and held it in 2 quarters.
Milestone Advisory Partners's First Trust STOXX European Select Dividend Income Fund position peaked at $7.89M in Q1 2018.
73 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2018.

Based on Milestone Advisory Partners's 13F filing for Q2 2018, filed 4 Aug 2020.