O'Donnell Financial Services’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

O'Donnell Financial Services’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	$17.8M	Buy	958,425 +64,962	+7%	+$1.25M	5.23%	7
2026 Q1	$15.9M	Buy	893,463 +19,451	+2%	+$351K	5.47%	7
2025 Q4	$15.3M	Buy	874,012 +46,011	+6%	+$758K	5.23%	7
2025 Q3	$13.4M	Buy	828,001 +80,484	+11%	+$1.28M	4.76%	8
2025 Q2	$11.6M	Buy	+747,517	New	+$10.9M	4.46%	9

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

O'Donnell Financial Services's FDD Position: Q2 2026 in Review

O'Donnell Financial Services increased its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 7.3% in Q2 2026, buying an estimated $1.25M and bringing the position to 958,425 shares worth $17.8M. The position accounts for 5.23% of the portfolio, ranked #7.

O'Donnell Financial Services first reported a position in FDD in Q2 2025 and has held it in 5 quarters since. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

O'Donnell Financial Services held 958,425 shares of First Trust STOXX European Select Dividend Income Fund worth $17.8M as of Q2 2026.
O'Donnell Financial Services bought 64,962 First Trust STOXX European Select Dividend Income Fund shares in Q2 2026, an estimated $1.25M.
First Trust STOXX European Select Dividend Income Fund made up 5.23% of O'Donnell Financial Services's portfolio in Q2 2026, its #7 holding.
O'Donnell Financial Services first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2025 and has held it in 5 quarters since.
138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.