MIM
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MTM Investment Management’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

MTM Investment Management’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
2026
Q1 		$26.7K Hold
1,500
– – 0.01% 405
2025
Q4 		$26.3K Hold
1,500
– – 0.01% 413
2025
Q3 		$24.2K Hold
1,500
– – 0.01% 428
2025
Q2 		$23.3K Buy
+1,500
New +$21.9K 0.01% 429

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MF
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Raymond James Financial
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return