SFP
FDD icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Financial Partners's FDD Position: Q1 2026 in Review

Strategic Financial Partners increased its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 1.2% in Q1 2026, buying an estimated $3.09K and bringing the position to 13,887 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #71.

Strategic Financial Partners first reported a position in FDD in Q2 2021 and has held it in 20 quarters since. The position peaked at $349K in Q3 2021. 135 funds tracked by Wall St. Rank hold FDD as of Q1 2026.

  • Strategic Financial Partners held 13,887 shares of First Trust STOXX European Select Dividend Income Fund worth $247K as of Q1 2026.
  • Strategic Financial Partners bought 171 First Trust STOXX European Select Dividend Income Fund shares in Q1 2026, an estimated $3.09K.
  • First Trust STOXX European Select Dividend Income Fund made up 0.11% of Strategic Financial Partners's portfolio in Q1 2026, its #71 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 20 quarters since.
  • Strategic Financial Partners's First Trust STOXX European Select Dividend Income Fund position peaked at $349K in Q3 2021.
  • 135 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.