TWP
FDEU

TFO Wealth Partners’s First Trust Dynamic Europe Equity Income Fund FDEU Stock Holding History

TFO Wealth Partners’s Portfolio FDEU Stock Details FDEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,250
Closed -$15K – 182
2020
Q4 		$15K Buy
+1,250
New +$13.5K ﹤0.01% 67

Other funds holding FDEU

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COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

TFO Wealth Partners's FDEU Position: Q1 2021 in Review

TFO Wealth Partners sold out of First Trust Dynamic Europe Equity Income Fund (FDEU) in Q1 2021, closing a stake of 1,250 shares — an estimated $15K sold.

TFO Wealth Partners first reported a position in FDEU in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 41 funds tracked by Wall St. Rank hold FDEU as of Q1 2021.

  • TFO Wealth Partners reported no remaining First Trust Dynamic Europe Equity Income Fund position as of Q1 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 1,250 First Trust Dynamic Europe Equity Income Fund shares in Q1 2021, an estimated $15K.
  • TFO Wealth Partners first reported a position in First Trust Dynamic Europe Equity Income Fund in Q4 2020 and held it in 1 quarter.
  • TFO Wealth Partners's First Trust Dynamic Europe Equity Income Fund position peaked at $15K in Q4 2020.
  • 41 funds tracked by Wall St. Rank held First Trust Dynamic Europe Equity Income Fund as of Q1 2021.

Based on TFO Wealth Partners's 13F filing for Q1 2021, filed 22 Apr 2021.