Spire Wealth Management’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Spire Wealth Management’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
2025 Q2	–	Sell	-372	Closed	-$5.05K	–	2433
2025 Q1	$5.05K	Hold	372	–	–	﹤0.01%	2056
2024 Q4	$4.19K	Hold	372	–	–	﹤0.01%	2093
2024 Q3	$4.63K	Hold	372	–	–	﹤0.01%	1840
2024 Q2	$4.36K	Hold	372	–	–	﹤0.01%	1862
2024 Q1	$4.4K	Hold	372	–	–	﹤0.01%	1957
2023 Q4	$4.32K	Hold	372	–	–	﹤0.01%	1992
2023 Q3	$4.05K	Hold	372	–	–	﹤0.01%	1984
2023 Q2	$4.22K	Hold	372	–	–	﹤0.01%	2043
2023 Q1	$4.34K	Hold	372	–	–	﹤0.01%	2065
2022 Q4	$4K	Hold	372	–	–	﹤0.01%	1887
2022 Q3	$3K	Sell	372 -3,800	-91%	-$40.5K	﹤0.01%	1860
2022 Q2	$45K	Sell	4,172 -1,641	-28%	-$20.4K	﹤0.01%	1332
2022 Q1	$77K	Buy	5,813 +7	+0.1%	+$98	﹤0.01%	1273
2021 Q4	$84K	Sell	5,806 -4,524	-44%	-$64.1K	﹤0.01%	1482
2021 Q3	$144K	Sell	10,330 -395	-4%	-$5.77K	﹤0.01%	1051
2021 Q2	$155K	Buy	10,725 +2,381	+29%	+$35.4K	﹤0.01%	1027
2021 Q1	$118K	Buy	+8,344	New	+$113K	﹤0.01%	1324

Other funds holding FDD

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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

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

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

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

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

Spire Wealth Management's FDD Position: Q2 2025 in Review

Spire Wealth Management sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q2 2025, closing a stake of 372 shares — an estimated $5.05K sold.

Spire Wealth Management first reported a position in FDD in Q1 2021 and held it in 17 quarters. The position peaked at $155K in Q2 2021. 114 funds tracked by Wall St. Rank hold FDD as of Q2 2025.

Spire Wealth Management reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 372 First Trust STOXX European Select Dividend Income Fund shares in Q2 2025, an estimated $5.05K.
Spire Wealth Management first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2021 and held it in 17 quarters.
Spire Wealth Management's First Trust STOXX European Select Dividend Income Fund position peaked at $155K in Q2 2021.
114 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.