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

Regal 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
2015
Q4 		– Sell
-450
Closed -$5K – 472
2015
Q3 		$5K Hold
450
– – ﹤0.01% 801
2015
Q2 		$5K Buy
+450
New +$6.08K ﹤0.01% 743

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

Regal Investment Advisors's FDD Position: Q4 2015 in Review

Regal Investment Advisors sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2015, closing a stake of 450 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in FDD in Q2 2015 and held it in 2 quarters. The position peaked at $5K in Q3 2015. 46 funds tracked by Wall St. Rank hold FDD as of Q4 2015.

  • Regal Investment Advisors reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 450 First Trust STOXX European Select Dividend Income Fund shares in Q4 2015, an estimated $5K.
  • Regal Investment Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2015 and held it in 2 quarters.
  • Regal Investment Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $5K in Q3 2015.
  • 46 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.