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Twin Peaks Wealth Advisors’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-4,216
Closed -$75.1K – 898
2026
Q1 		$75.1K Buy
+4,216
New +$76.1K 0.02% 335
2025
Q3 		– Sell
-4,216
Closed -$68.4K – 820
2025
Q2 		$68.4K Buy
+4,216
New +$61.5K 0.02% 287

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Twin Peaks Wealth Advisors's FDD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q2 2026, closing a stake of 4,216 shares — an estimated $75.1K sold.

Twin Peaks Wealth Advisors first reported a position in FDD in Q2 2025 and held it in 2 quarters. The position peaked at $75.1K in Q1 2026. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 4,216 First Trust STOXX European Select Dividend Income Fund shares in Q2 2026, an estimated $75.1K.
  • Twin Peaks Wealth Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $75.1K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.