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

Private Advisory 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
2026 Q2	–	Sell	-52,768	Closed	-$940K	–	310
2026 Q1	$940K	Buy	+52,768	New	+$952K	0.06%	157
2025 Q3	–	Sell	-92,110	Closed	-$1.43M	–	225
2025 Q2	$1.43M	Buy	+92,110	New	+$1.34M	0.13%	102

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

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 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

Private Advisory Group's FDD Position: Q2 2026 in Review

Private Advisory Group sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q2 2026, closing a stake of 52,768 shares — an estimated $940K sold.

Private Advisory Group first reported a position in FDD in Q2 2025 and held it in 2 quarters. The position peaked at $1.43M in Q2 2025. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

Private Advisory Group reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q2 2026 after selling out during the quarter.
Private Advisory Group sold 52,768 First Trust STOXX European Select Dividend Income Fund shares in Q2 2026, an estimated $940K.
Private Advisory Group first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2025 and held it in 2 quarters.
Private Advisory Group's First Trust STOXX European Select Dividend Income Fund position peaked at $1.43M in Q2 2025.
138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.