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Reilly Financial Advisors’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Reilly Financial 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
-361
Closed -$4K – 1270
2015
Q3 		$4K Hold
361
– – ﹤0.01% 1011
2015
Q2 		$5K Hold
361
– – ﹤0.01% 1066
2015
Q1 		$5K Hold
361
– – ﹤0.01% 1013
2014
Q4 		$5K Hold
361
– – ﹤0.01% 628
2014
Q3 		$5K Hold
361
– – ﹤0.01% 634
2014
Q2 		$5K Hold
361
– – ﹤0.01% 673
2014
Q1 		$5K Hold
361
– – ﹤0.01% 670
2013
Q4 		$5K Hold
361
– – ﹤0.01% 673
2013
Q3 		$5K Hold
361
– – ﹤0.01% 590
2013
Q2 		$4K Buy
+361
New +$4.36K ﹤0.01% 659

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

Reilly Financial Advisors's FDD Position: Q4 2015 in Review

Reilly Financial Advisors sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2015, closing a stake of 361 shares — an estimated $4K sold.

Reilly Financial Advisors first reported a position in FDD in Q2 2013 and held it in 10 quarters. The position peaked at $5K in Q2 2015. 46 funds tracked by Wall St. Rank hold FDD as of Q4 2015.

  • Reilly Financial Advisors reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 361 First Trust STOXX European Select Dividend Income Fund shares in Q4 2015, an estimated $4K.
  • Reilly Financial Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2013 and held it in 10 quarters.
  • Reilly Financial Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $5K in Q2 2015.
  • 46 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2015.

Based on Reilly Financial Advisors's 13F filing for Q4 2015, filed 22 Jan 2016.