TCFG Wealth Management’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

TCFG Wealth Management’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	$1.82M	Buy	101,940 +6	+0%	+$108	0.68%	32
2025 Q4	$1.78M	Sell	101,934 -1,232	-1%	-$20.3K	0.7%	30
2025 Q3	$1.67M	Sell	103,166 -184	-0.2%	-$2.94K	0.65%	36
2025 Q2	$1.61M	Sell	103,350 -438	-0.4%	-$6.39K	0.73%	29
2025 Q1	$1.41M	Sell	103,788 -416	-0.4%	-$5.22K	0.71%	31
2024 Q4	$1.17M	Sell	104,204 -8,397	-7%	-$98.6K	0.59%	38
2024 Q3	$1.4M	Buy	+112,601	New	+$1.37M	0.7%	33

Other funds holding FDD

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

TCFG Wealth Management's FDD Position: Q1 2026 in Review

TCFG Wealth Management increased its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 0.01% in Q1 2026, buying an estimated $108 and bringing the position to 101,940 shares worth $1.82M. The position accounts for 0.68% of the portfolio, ranked #32.

TCFG Wealth Management first reported a position in FDD in Q3 2024 and has held it in 7 quarters since. 135 funds tracked by Wall St. Rank hold FDD as of Q1 2026.

TCFG Wealth Management held 101,940 shares of First Trust STOXX European Select Dividend Income Fund worth $1.82M as of Q1 2026.
TCFG Wealth Management bought 6 First Trust STOXX European Select Dividend Income Fund shares in Q1 2026, an estimated $108.
First Trust STOXX European Select Dividend Income Fund made up 0.68% of TCFG Wealth Management's portfolio in Q1 2026, its #32 holding.
TCFG Wealth Management first reported a position in First Trust STOXX European Select Dividend Income Fund in Q3 2024 and has held it in 7 quarters since.
135 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.