Treasure Coast Financial Planning’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Treasure Coast Financial Planning’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 Q2	$223K	Buy	12,047 +63	+0.5%	+$1.21K	0.11%	43
2026 Q1	$213K	Sell	11,984 -2,025	-14%	-$36.5K	0.11%	44
2025 Q4	$245K	Buy	14,009 +516	+4%	+$8.5K	0.13%	38
2025 Q3	$218K	Hold	13,493	–	–	0.12%	42
2025 Q2	$210K	Buy	13,493 +970	+8%	+$14.1K	0.12%	42
2025 Q1	$170K	Buy	12,523 +1,653	+15%	+$20.7K	0.11%	40
2024 Q4	$122K	Sell	10,870 -5,000	-32%	-$58.7K	0.08%	37
2024 Q3	$198K	Buy	+15,870	New	+$193K	0.12%	35
2022 Q2	–	Sell	-18,456	Closed	-$245K	–	33
2022 Q1	$245K	Hold	18,456	–	–	0.19%	29
2021 Q4	$266K	Buy	+18,456	New	+$261K	0.21%	29

Other funds holding FDD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasure Coast Financial Planning's FDD Position: Q2 2026 in Review

Treasure Coast Financial Planning increased its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 0.53% in Q2 2026, buying an estimated $1.21K and bringing the position to 12,047 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #43.

Treasure Coast Financial Planning first reported a position in FDD in Q4 2021 and has held it in 10 quarters since. The position peaked at $266K in Q4 2021. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

Treasure Coast Financial Planning held 12,047 shares of First Trust STOXX European Select Dividend Income Fund worth $223K as of Q2 2026.
Treasure Coast Financial Planning bought 63 First Trust STOXX European Select Dividend Income Fund shares in Q2 2026, an estimated $1.21K.
First Trust STOXX European Select Dividend Income Fund made up 0.11% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #43 holding.
Treasure Coast Financial Planning first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2021 and has held it in 10 quarters since.
Treasure Coast Financial Planning's First Trust STOXX European Select Dividend Income Fund position peaked at $266K in Q4 2021.
138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.