Northwest Wealth Management’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Northwest Wealth Management’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
2019 Q2	–	Sell	-2,219	Closed	-$28K	–	228
2019 Q1	$28K	Sell	2,219 -922	-29%	-$11.7K	0.02%	269
2018 Q4	$38K	Hold	3,141	–	–	0.03%	220
2018 Q3	$41K	Sell	3,141 -3,735	-54%	-$49.4K	0.03%	227
2018 Q2	$91K	Hold	6,876	–	–	0.07%	160
2018 Q1	$95K	Buy	+6,876	New	+$96.7K	0.07%	154

Other funds holding FDD

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwest Wealth Management's FDD Position: Q2 2019 in Review

Northwest Wealth Management sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q2 2019, closing a stake of 2,219 shares — an estimated $28K sold.

Northwest Wealth Management first reported a position in FDD in Q1 2018 and held it in 5 quarters. The position peaked at $95K in Q1 2018. 74 funds tracked by Wall St. Rank hold FDD as of Q2 2019.

Northwest Wealth Management reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 2,219 First Trust STOXX European Select Dividend Income Fund shares in Q2 2019, an estimated $28K.
Northwest Wealth Management first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's First Trust STOXX European Select Dividend Income Fund position peaked at $95K in Q1 2018.
74 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.