tru Independence’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

tru Independence’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
2021 Q1	–	Sell	-1,620	Closed	-$21	–	439
2020 Q4	$21	Buy	+1,620	New	+$19K	﹤0.01%	535
2020 Q3	–	Sell	-1,580	Closed	-$17	–	515
2020 Q2	$17	Hold	1,580	–	–	﹤0.01%	524
2020 Q1	$15	Hold	1,580	–	–	﹤0.01%	399
2019 Q4	$15K	Buy	+1,580	New	+$21.1K	﹤0.01%	511

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

MMHP

Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return

tru Independence's FDD Position: Q1 2021 in Review

tru Independence sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2021, closing a stake of 1,620 shares — an estimated $21 sold.

tru Independence first reported a position in FDD in Q4 2019 and held it in 4 quarters. The position peaked at $15K in Q4 2019. 56 funds tracked by Wall St. Rank hold FDD as of Q1 2021.

tru Independence reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q1 2021 after selling out during the quarter.
tru Independence sold 1,620 First Trust STOXX European Select Dividend Income Fund shares in Q1 2021, an estimated $21.
tru Independence first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2019 and held it in 4 quarters.
tru Independence's First Trust STOXX European Select Dividend Income Fund position peaked at $15K in Q4 2019.
56 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.