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Private Advisor Group’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Private Advisor Group’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
2024
Q4 		– Sell
-16,923
Closed -$211K – 2362
2024
Q3 		$211K Hold
16,923
– – ﹤0.01% 2175
2024
Q2 		$198K Buy
16,923
+6,565
+63% +$80K ﹤0.01% 2155
2024
Q1 		$123K Sell
10,358
-1,250
-11% -$14.4K ﹤0.01% 2180
2023
Q4 		$140K Buy
+11,608
New +$129K ﹤0.01% 2088
2022
Q4 		– Sell
-14,552
Closed -$136K – 1755
2022
Q3 		$136K Hold
14,552
– – ﹤0.01% 1739
2022
Q2 		$158K Buy
14,552
+680
+5% +$8.46K ﹤0.01% 1889
2022
Q1 		$184K Sell
13,872
-1,382
-9% -$19.4K ﹤0.01% 1915
2021
Q4 		$219K Sell
15,254
-18,445
-55% -$261K ﹤0.01% 1890
2021
Q3 		$469K Buy
33,699
+7,213
+27% +$105K ﹤0.01% 1545
2021
Q2 		$383K Buy
26,486
+3,526
+15% +$52.4K ﹤0.01% 1518
2021
Q1 		$324K Buy
22,960
+6,153
+37% +$83.4K ﹤0.01% 1519
2020
Q4 		$216K Buy
16,807
+66
+0.4% +$775 ﹤0.01% 1596
2020
Q3 		$174K Sell
16,741
-1,110
-6% -$12.1K ﹤0.01% 1426
2020
Q2 		$187K Buy
17,851
+484
+3% +$4.81K ﹤0.01% 1392
2020
Q1 		$167K Buy
+17,367
New +$221K ﹤0.01% 1262
2018
Q4 		– Sell
-23,073
Closed -$302K – 1427
2018
Q3 		$302K Hold
23,073
– – 0.01% 1223
2018
Q2 		$303K Buy
+23,073
New +$323K 0.01% 979
2018
Q1 		– Sell
-26,573
Closed -$372K – 1226
2017
Q4 		$372K Sell
26,573
-4,278
-14% -$58.2K 0.02% 802
2017
Q3 		$416K Buy
30,851
+4,750
+18% +$63.3K 0.01% 980
2017
Q2 		$342K Buy
26,101
+13,073
+100% +$170K 0.01% 1012
2017
Q1 		$159K Buy
13,028
+1,127
+9% +$13.6K ﹤0.01% 1310
2016
Q4 		$143K Buy
+11,901
New +$138K ﹤0.01% 1195
2015
Q3 		– Sell
-10,365
Closed -$133K – 1065
2015
Q2 		$133K Sell
10,365
-5,126
-33% -$69.3K 0.01% 990
2015
Q1 		$204K Buy
15,491
+1,751
+13% +$23.4K 0.01% 886
2014
Q4 		$179K Buy
+13,740
New +$182K 0.01% 888

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Private Advisor Group's FDD Position: Q4 2024 in Review

Private Advisor Group sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2024, closing a stake of 16,923 shares — an estimated $211K sold.

Private Advisor Group first reported a position in FDD in Q4 2014 and held it in 25 quarters. The position peaked at $469K in Q3 2021. 77 funds tracked by Wall St. Rank hold FDD as of Q4 2024.

  • Private Advisor Group reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2024 after selling out during the quarter.
  • Private Advisor Group sold 16,923 First Trust STOXX European Select Dividend Income Fund shares in Q4 2024, an estimated $211K.
  • Private Advisor Group first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2014 and held it in 25 quarters.
  • Private Advisor Group's First Trust STOXX European Select Dividend Income Fund position peaked at $469K in Q3 2021.
  • 77 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2024.

Based on Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.