Optimum Investment Advisors’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Optimum Investment Advisors’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
2023 Q4	–	Sell	-1,500	Closed	-$16.3K	–	670
2023 Q3	$16.3K	Hold	1,500	–	–	0.01%	492
2023 Q2	$17K	Hold	1,500	–	–	0.01%	494
2023 Q1	$17.5K	Hold	1,500	–	–	0.01%	493
2022 Q4	$17K	Hold	1,500	–	–	0.01%	511
2022 Q3	$14K	Hold	1,500	–	–	0.01%	542
2022 Q2	$16K	Hold	1,500	–	–	0.01%	543
2022 Q1	$20K	Hold	1,500	–	–	0.01%	564
2021 Q4	$22K	Hold	1,500	–	–	0.01%	586
2021 Q3	$21K	Hold	1,500	–	–	0.01%	586
2021 Q2	$22K	Hold	1,500	–	–	0.01%	644
2021 Q1	$21K	Sell	1,500 -1,200	-44%	-$16.3K	0.01%	653
2020 Q4	$35K	Hold	2,700	–	–	0.01%	537
2020 Q3	$28K	Sell	2,700 -2,000	-43%	-$21.8K	0.01%	543
2020 Q2	$49K	Sell	4,700 -4,200	-47%	-$41.7K	0.02%	445
2020 Q1	$86K	Hold	8,900	–	–	0.04%	332
2019 Q4	$125K	Hold	8,900	–	–	0.04%	357
2019 Q3	$113K	Hold	8,900	–	–	0.04%	358
2019 Q2	$111K	Hold	8,900	–	–	0.04%	357
2019 Q1	$114K	Hold	8,900	–	–	0.04%	356
2018 Q4	$106K	Sell	8,900 -1,600	-15%	-$19.9K	0.04%	352
2018 Q3	$138K	Buy	10,500 +1,000	+11%	+$13.2K	0.04%	355
2018 Q2	$125K	Hold	9,500	–	–	0.04%	372
2018 Q1	$131K	Buy	+9,500	New	+$134K	0.04%	348

Other funds holding FDD

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Optimum Investment Advisors's FDD Position: Q4 2023 in Review

Optimum Investment Advisors sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2023, closing a stake of 1,500 shares — an estimated $16.3K sold.

Optimum Investment Advisors first reported a position in FDD in Q1 2018 and held it in 23 quarters. The position peaked at $138K in Q3 2018. 80 funds tracked by Wall St. Rank hold FDD as of Q4 2023.

Optimum Investment Advisors reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 1,500 First Trust STOXX European Select Dividend Income Fund shares in Q4 2023, an estimated $16.3K.
Optimum Investment Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2018 and held it in 23 quarters.
Optimum Investment Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $138K in Q3 2018.
80 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.