Smart Portfolios LLC’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Smart Portfolios LLC’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 Q2	–	Sell	-157,181	Closed	-$1.86M	–	101
2024 Q1	$1.86M	Sell	157,181 -786	-0.5%	-$9.04K	1.96%	12
2023 Q4	$1.77M	Buy	157,967 +22,893	+17%	+$255K	2.08%	13
2023 Q3	$1.47M	Sell	135,074 -260	-0.2%	-$2.96K	2.64%	13
2023 Q2	$1.54M	Buy	135,334 +110	+0.1%	+$1.3K	2.7%	13
2023 Q1	$1.58M	Sell	135,224 -2,088	-2%	-$25.2K	2.78%	11
2022 Q4	$1.56M	Buy	+137,312	New	+$1.47M	3.12%	9
2022 Q2	$1.58M	Sell	136,452 -41,712	-23%	-$519K	3.19%	8
2022 Q1	$2.37M	Buy	178,164 +37,032	+26%	+$519K	3.75%	8
2021 Q4	$2.04M	Buy	141,132 +28,545	+25%	+$404K	1.55%	23
2021 Q3	$1.56M	Buy	+112,587	New	+$1.65M	1.25%	22

Other funds holding FDD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Smart Portfolios LLC's FDD Position: Q2 2024 in Review

Smart Portfolios LLC sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q2 2024, closing a stake of 157,181 shares — an estimated $1.86M sold.

Smart Portfolios LLC first reported a position in FDD in Q3 2021 and held it in 10 quarters. The position peaked at $2.37M in Q1 2022. 79 funds tracked by Wall St. Rank hold FDD as of Q2 2024.

Smart Portfolios LLC reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q2 2024 after selling out during the quarter.
Smart Portfolios LLC sold 157,181 First Trust STOXX European Select Dividend Income Fund shares in Q2 2024, an estimated $1.86M.
Smart Portfolios LLC first reported a position in First Trust STOXX European Select Dividend Income Fund in Q3 2021 and held it in 10 quarters.
Smart Portfolios LLC's First Trust STOXX European Select Dividend Income Fund position peaked at $2.37M in Q1 2022.
79 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2024.

Based on Smart Portfolios LLC's 13F filing for Q2 2024, filed 22 Jul 2024.