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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $521M AUM 18.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return