Tortoise Investment Management’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Tortoise Investment 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
2020 Q1	–	Sell	-2,340	Closed	-$33K	–	562
2019 Q4	$33K	Hold	2,340	–	–	0.01%	271
2019 Q3	$30K	Hold	2,340	–	–	0.01%	274
2019 Q2	$29K	Hold	2,340	–	–	0.01%	298
2019 Q1	$30K	Hold	2,340	–	–	0.01%	289
2018 Q4	$28K	Buy	+2,340	New	+$29.2K	0.01%	284

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Tortoise Investment Management's FDD Position: Q1 2020 in Review

Tortoise Investment Management sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2020, closing a stake of 2,340 shares — an estimated $33K sold.

Tortoise Investment Management first reported a position in FDD in Q4 2018 and held it in 5 quarters. The position peaked at $33K in Q4 2019. 73 funds tracked by Wall St. Rank hold FDD as of Q1 2020.

Tortoise Investment Management reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q1 2020 after selling out during the quarter.
Tortoise Investment Management sold 2,340 First Trust STOXX European Select Dividend Income Fund shares in Q1 2020, an estimated $33K.
Tortoise Investment Management first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2018 and held it in 5 quarters.
Tortoise Investment Management's First Trust STOXX European Select Dividend Income Fund position peaked at $33K in Q4 2019.
73 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2020.

Based on Tortoise Investment Management's 13F filing for Q1 2020, filed 5 May 2020.