Newbridge Financial Services Group’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Newbridge Financial Services Group’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
2025 Q4	–	Sell	-14,354	Closed	-$232K	–	1286
2025 Q3	$232K	Buy	14,354 +475	+3%	+$7.58K	0.03%	270
2025 Q2	$216K	Buy	+13,879	New	+$202K	0.04%	278
2022 Q4	–	Sell	-850	Closed	-$8K	–	1464
2022 Q3	$8K	Hold	850	–	–	﹤0.01%	933
2022 Q2	$9K	Sell	850 -1,565	-65%	-$19.5K	0.01%	882
2022 Q1	$32K	Hold	2,415	–	–	0.02%	585
2021 Q4	$35K	Buy	2,415 +50	+2%	+$708	0.02%	567
2021 Q3	$33K	Buy	2,365 +75	+3%	+$1.1K	0.02%	525
2021 Q2	$33K	Buy	2,290 +850	+59%	+$12.6K	0.02%	573
2021 Q1	$20K	Hold	1,440	–	–	0.01%	690
2020 Q4	$19K	Buy	+1,440	New	+$16.9K	0.02%	554

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Newbridge Financial Services Group's FDD Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2025, closing a stake of 14,354 shares — an estimated $232K sold.

Newbridge Financial Services Group first reported a position in FDD in Q4 2020 and held it in 10 quarters. The position peaked at $232K in Q3 2025. 125 funds tracked by Wall St. Rank hold FDD as of Q4 2025.

Newbridge Financial Services Group reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 14,354 First Trust STOXX European Select Dividend Income Fund shares in Q4 2025, an estimated $232K.
Newbridge Financial Services Group first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2020 and held it in 10 quarters.
Newbridge Financial Services Group's First Trust STOXX European Select Dividend Income Fund position peaked at $232K in Q3 2025.
125 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.