Next Level Private’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Next Level Private’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 Q3	$3.69M	Buy	192,008 +1,813	+1%	+$36.1K	0.71%	30
2026 Q2	$3.53M	Buy	190,195 +4,646	+3%	+$89.1K	0.69%	30
2026 Q1	$3.3M	Sell	185,549 -1,100	-0.6%	-$19.9K	0.75%	33
2025 Q4	$3.27M	Buy	186,649 +7,591	+4%	+$125K	0.86%	27
2025 Q3	$2.9M	Buy	179,058 +15,786	+10%	+$252K	0.84%	28
2025 Q2	$2.54M	Buy	163,272 +1,147	+0.7%	+$16.7K	0.83%	31
2025 Q1	$2.2M	Buy	162,125 +22,316	+16%	+$280K	0.82%	35
2024 Q4	$1.57M	Buy	139,809 +12,671	+10%	+$149K	0.63%	43
2024 Q3	$1.58M	Buy	127,138 +9,434	+8%	+$115K	0.65%	42
2024 Q2	$1.38M	Buy	117,704 +16,206	+16%	+$197K	0.63%	45
2024 Q1	$1.2M	Buy	101,498 +715	+0.7%	+$8.22K	0.55%	45
2023 Q4	$1.22M	Sell	100,783 -566	-0.6%	-$6.31K	0.69%	40
2023 Q3	$1.08M	Buy	101,349 +8,762	+9%	+$100K	0.72%	38
2023 Q2	$1.04M	Buy	92,587 +57,389	+163%	+$678K	0.67%	41
2023 Q1	$411K	Buy	+35,198	New	+$425K	0.32%	47

Other funds holding FDD

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 16.47% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Next Level Private's FDD Position: Q3 2026 in Review

Next Level Private increased its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 0.95% in Q3 2026, buying an estimated $36.1K and bringing the position to 192,008 shares worth $3.69M. The position accounts for 0.71% of the portfolio, ranked #30.

Next Level Private first reported a position in FDD in Q1 2023 and has held it in 15 quarters since. 23 funds tracked by Wall St. Rank hold FDD as of Q3 2026.

Next Level Private held 192,008 shares of First Trust STOXX European Select Dividend Income Fund worth $3.69M as of Q3 2026.
Next Level Private bought 1,813 First Trust STOXX European Select Dividend Income Fund shares in Q3 2026, an estimated $36.1K.
First Trust STOXX European Select Dividend Income Fund made up 0.71% of Next Level Private's portfolio in Q3 2026, its #30 holding.
Next Level Private first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2023 and has held it in 15 quarters since.
23 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.