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Sterling Manor Financial’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Sterling Manor Financial’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
Q1 		– Sell
-639,070
Closed -$7.71M – 27
2023
Q4 		$7.71M Sell
639,070
-163,478
-20% -$1.82M 6.53% 8
2023
Q3 		$8.74M Buy
802,548
+11,093
+1% +$127K 7.91% 6
2023
Q2 		$8.98M Buy
+791,455
New +$9.36M 7.58% 5

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return

Sterling Manor Financial's FDD Position: Q1 2024 in Review

Sterling Manor Financial sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2024, closing a stake of 639,070 shares — an estimated $7.71M sold.

Sterling Manor Financial first reported a position in FDD in Q2 2023 and held it in 3 quarters. The position peaked at $8.98M in Q2 2023. 70 funds tracked by Wall St. Rank hold FDD as of Q1 2024.

  • Sterling Manor Financial reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q1 2024 after selling out during the quarter.
  • Sterling Manor Financial sold 639,070 First Trust STOXX European Select Dividend Income Fund shares in Q1 2024, an estimated $7.71M.
  • Sterling Manor Financial first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2023 and held it in 3 quarters.
  • Sterling Manor Financial's First Trust STOXX European Select Dividend Income Fund position peaked at $8.98M in Q2 2023.
  • 70 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2024.

Based on Sterling Manor Financial's 13F filing for Q1 2024, filed 23 Apr 2024.