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

Navis Wealth 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
2026 Q1	$1.29M	Sell	72,651 -23,041	-24%	-$416K	0.66%	40
2025 Q4	$1.67M	Buy	+95,692	New	+$1.58M	0.71%	30

Other funds holding FDD

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

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Navis Wealth Advisors's FDD Position: Q1 2026 in Review

Navis Wealth Advisors reduced its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 24% in Q1 2026, selling an estimated $416K and leaving 72,651 shares worth $1.29M. The position accounts for 0.66% of the portfolio, ranked #40.

Navis Wealth Advisors first reported a position in FDD in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.67M in Q4 2025. 135 funds tracked by Wall St. Rank hold FDD as of Q1 2026.

Navis Wealth Advisors held 72,651 shares of First Trust STOXX European Select Dividend Income Fund worth $1.29M as of Q1 2026.
Navis Wealth Advisors sold 23,041 First Trust STOXX European Select Dividend Income Fund shares in Q1 2026, an estimated $416K.
First Trust STOXX European Select Dividend Income Fund made up 0.66% of Navis Wealth Advisors's portfolio in Q1 2026, its #40 holding.
Navis Wealth Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2025 and has held it in 2 quarters since.
Navis Wealth Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $1.67M in Q4 2025.
135 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.