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	-569,710	Closed	-$7.57M	–	140
2022 Q1	$7.57M	Buy	569,710 +65,631	+13%	+$920K	1.53%	24
2021 Q4	$7.34M	Buy	504,079 +37,099	+8%	+$525K	1.42%	24
2021 Q3	$6.49M	Buy	466,980 +21,084	+5%	+$308K	1.47%	22
2021 Q2	$6.45M	Buy	+445,896	New	+$6.63M	1.46%	22

Other funds holding FDD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial Wealth Advisors's FDD Position: Q2 2022 in Review

Summit Financial Wealth Advisors sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q2 2022, closing a stake of 569,710 shares — an estimated $7.57M sold.

Summit Financial Wealth Advisors first reported a position in FDD in Q2 2021 and held it in 4 quarters. The position peaked at $7.57M in Q1 2022. 78 funds tracked by Wall St. Rank hold FDD as of Q2 2022.

Summit Financial Wealth Advisors reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q2 2022 after selling out during the quarter.
Summit Financial Wealth Advisors sold 569,710 First Trust STOXX European Select Dividend Income Fund shares in Q2 2022, an estimated $7.57M.
Summit Financial Wealth Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2021 and held it in 4 quarters.
Summit Financial Wealth Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $7.57M in Q1 2022.
78 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.