Orion Portfolio Solutions’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$640K	Sell	47,160 -1,911	-4%	-$24K	0.01%	1292
2024 Q4	$552K	Buy	49,071 +2,024	+4%	+$23.8K	0.01%	1307
2024 Q3	$586K	Sell	47,047 -4,549	-9%	-$55.4K	0.01%	1279
2024 Q2	$604K	Sell	51,596 -3,594	-7%	-$43.8K	0.01%	1212
2024 Q1	$653K	Sell	55,190 -4,838	-8%	-$55.7K	0.01%	1164
2023 Q4	$725K	Sell	60,028 -8,528	-12%	-$95.1K	0.01%	1072
2023 Q3	$747K	Sell	68,556 -12,340	-15%	-$141K	0.01%	1053
2023 Q2	$918K	Sell	80,896 -10,017	-11%	-$118K	0.01%	983
2023 Q1	$1.06M	Buy	90,913 +2,108	+2%	+$25.5K	0.01%	850
2022 Q4	$1.01M	Buy	88,805 +20,958	+31%	+$224K	0.04%	306
2022 Q3	$635K	Buy	67,847 +22,324	+49%	+$238K	0.03%	351
2022 Q2	$495K	Buy	+45,523	New	+$566K	0.02%	401

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

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

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

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

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

Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Orion Portfolio Solutions's FDD Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 3.9% in Q1 2025, selling an estimated $24K and leaving 47,160 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #1292.

Orion Portfolio Solutions first reported a position in FDD in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.06M in Q1 2023. 79 funds tracked by Wall St. Rank hold FDD as of Q1 2025.

Orion Portfolio Solutions held 47,160 shares of First Trust STOXX European Select Dividend Income Fund worth $640K as of Q1 2025.
Orion Portfolio Solutions sold 1,911 First Trust STOXX European Select Dividend Income Fund shares in Q1 2025, an estimated $24K.
First Trust STOXX European Select Dividend Income Fund made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1292 holding.
Orion Portfolio Solutions first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2022 and has held it in 12 quarters since.
Orion Portfolio Solutions's First Trust STOXX European Select Dividend Income Fund position peaked at $1.06M in Q1 2023.
79 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.