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 Q2	$872K	Sell	47,001 -25,650	-35%	-$492K	0.33%	64
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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Navis Wealth Advisors's FDD Position: Q2 2026 in Review

Navis Wealth Advisors reduced its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 35% in Q2 2026, selling an estimated $492K and leaving 47,001 shares worth $872K. The position accounts for 0.33% of the portfolio, ranked #64.

Navis Wealth Advisors first reported a position in FDD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.67M in Q4 2025. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

Navis Wealth Advisors held 47,001 shares of First Trust STOXX European Select Dividend Income Fund worth $872K as of Q2 2026.
Navis Wealth Advisors sold 25,650 First Trust STOXX European Select Dividend Income Fund shares in Q2 2026, an estimated $492K.
First Trust STOXX European Select Dividend Income Fund made up 0.33% of Navis Wealth Advisors's portfolio in Q2 2026, its #64 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 3 quarters since.
Navis Wealth Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $1.67M in Q4 2025.
138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.