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

Realta 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
2020 Q1	–	Sell	-6,617	Closed	-$88K	–	662
2019 Q4	$88K	Hold	6,617	–	–	0.02%	534
2019 Q3	$84K	Buy	6,617 +6	+0.1%	+$75	0.02%	539
2019 Q2	$83K	Buy	6,611 +33	+0.5%	+$424	0.02%	548
2019 Q1	$85K	Buy	+6,578	New	+$83.4K	0.04%	430

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Realta Investment Advisors's FDD Position: Q1 2020 in Review

Realta Investment Advisors sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2020, closing a stake of 6,617 shares — an estimated $88K sold.

Realta Investment Advisors first reported a position in FDD in Q1 2019 and held it in 4 quarters. The position peaked at $88K in Q4 2019. 73 funds tracked by Wall St. Rank hold FDD as of Q1 2020.

Realta Investment Advisors reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 6,617 First Trust STOXX European Select Dividend Income Fund shares in Q1 2020, an estimated $88K.
Realta Investment Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2019 and held it in 4 quarters.
Realta Investment Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $88K in Q4 2019.
73 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.