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Stock index based on fund manager consensus updated each quarter
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SFWA
Summit Financial Wealth Advisors’s
First Trust STOXX European Select Dividend Income Fund
FDD
Stock Holding History
Summit Financial Wealth Advisors’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
2022
Q2
–
Sell
2022
Q1
$7.57M
Buy
2021
Q4
$7.34M
Buy
2021
Q3
$6.49M
Buy
2021
Q2
$6.45M
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
Fund Manager Portfolios
Gain insights from the world's largest funds and super investors
Analyst Insights
Price Target Consensus
See what stocks research analysts are collectively bullish/bearish on
Latest Ratings Feed
Explore the latest ratings and price targets from the best equity research analysts
Equity Analyst Profiles
Browse analysts, their latest ratings and track record
Research Firm Profiles
Browse research firm recommendations, trends, and performance
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Analyst Index
COMING SOON - Stock index based on equity analyst consensus updated every second
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