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

Next Financial 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
2021 Q4	$24K	Buy	+1,635	New	+$23.2K	﹤0.01%	1806
2019 Q1	–	Sell	-442	Closed	-$5K	–	1762
2018 Q4	$5K	Buy	+442	New	+$5.51K	﹤0.01%	1542
2017 Q3	–	Sell	-1,420	Closed	-$19K	–	1809
2017 Q2	$19K	Hold	1,420	–	–	﹤0.01%	1102
2017 Q1	$18K	Buy	+1,420	New	+$17.2K	0.01%	1085

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

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

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Next Financial Group's FDD Position: Q4 2021 in Review

Next Financial Group opened a new position in First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2021: 1,635 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #1806 among its holdings. This is a return to the name: Next Financial Group previously reported a position in FDD as recently as Q4 2018.

Next Financial Group first reported a position in FDD in Q1 2017 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold FDD as of Q4 2021.

Next Financial Group held 1,635 shares of First Trust STOXX European Select Dividend Income Fund worth $24K as of Q4 2021.
First Trust STOXX European Select Dividend Income Fund was a new Next Financial Group position in Q4 2021.
First Trust STOXX European Select Dividend Income Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1806 holding.
Next Financial Group first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2017 and has held it in 4 quarters since.
73 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.