SFWA
Summit Financial Wealth Advisors’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-569,710
| Closed | -$7.57M | – | 140 |
|
|
2022
Q1 | $7.57M | Buy |
569,710
+65,631
| +13% | +$872K | 1.53% | 24 |
|
|
2021
Q4 | $7.34M | Buy |
504,079
+37,099
| +8% | +$541K | 1.42% | 24 |
|
|
2021
Q3 | $6.49M | Buy |
466,980
+21,084
| +5% | +$293K | 1.47% | 22 |
|
|
2021
Q2 | $6.45M | Buy |
+445,896
| New | +$6.45M | 1.46% | 22 |
|