Strategic Financial Partners’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Strategic Financial Partners’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
2026 Q2	$258K	Buy	13,925 +38	+0.3%	+$729	0.1%	78
2026 Q1	$247K	Buy	13,887 +171	+1%	+$3.09K	0.11%	71
2025 Q4	$240K	Sell	13,716 -204	-1%	-$3.36K	0.1%	73
2025 Q3	$225K	Sell	13,920 -990	-7%	-$15.8K	0.1%	74
2025 Q2	$232K	Buy	14,910 +26	+0.2%	+$379	0.11%	73
2025 Q1	$202K	Buy	14,884 +549	+4%	+$6.88K	0.11%	70
2024 Q4	$161K	Buy	14,335 +204	+1%	+$2.4K	0.08%	70
2024 Q3	$176K	Buy	14,131 +568	+4%	+$6.92K	0.09%	67
2024 Q2	$159K	Buy	13,563 +55	+0.4%	+$670	0.09%	68
2024 Q1	$160K	Sell	13,508 -5,414	-29%	-$62.3K	0.09%	71
2023 Q4	$228K	Sell	18,922 -210	-1%	-$2.34K	0.13%	64
2023 Q3	$208K	Buy	19,132 +1,487	+8%	+$17K	0.13%	67
2023 Q2	$200K	Buy	17,645 +61	+0.3%	+$721	0.11%	69
2023 Q1	$205K	Sell	17,584 -496	-3%	-$6K	0.13%	68
2022 Q4	$205K	Buy	18,080 +7	+0%	+$75	0.13%	68
2022 Q3	$169K	Sell	18,073 -4,940	-21%	-$52.6K	0.11%	62
2022 Q2	$250K	Buy	23,013 +51	+0.2%	+$634	0.15%	53
2022 Q1	$305K	Sell	22,962 -937	-4%	-$13.1K	0.16%	53
2021 Q4	$345K	Sell	23,899 -1,228	-5%	-$17.4K	0.17%	52
2021 Q3	$349K	Buy	25,127 +5,733	+30%	+$83.8K	0.19%	53
2021 Q2	$280K	Buy	+19,394	New	+$288K	0.15%	57

Other funds holding FDD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strategic Financial Partners's FDD Position: Q2 2026 in Review

Strategic Financial Partners increased its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 0.27% in Q2 2026, buying an estimated $729 and bringing the position to 13,925 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #78.

Strategic Financial Partners first reported a position in FDD in Q2 2021 and has held it in 21 quarters since. The position peaked at $349K in Q3 2021. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

Strategic Financial Partners held 13,925 shares of First Trust STOXX European Select Dividend Income Fund worth $258K as of Q2 2026.
Strategic Financial Partners bought 38 First Trust STOXX European Select Dividend Income Fund shares in Q2 2026, an estimated $729.
First Trust STOXX European Select Dividend Income Fund made up 0.1% of Strategic Financial Partners's portfolio in Q2 2026, its #78 holding.
Strategic Financial Partners first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2021 and has held it in 21 quarters since.
Strategic Financial Partners's First Trust STOXX European Select Dividend Income Fund position peaked at $349K in Q3 2021.
138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.