United Capital Financial Advisors’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

United Capital Financial 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
2015 Q3	–	Sell	-35,704	Closed	-$458K	–	1267
2015 Q2	$458K	Buy	35,704 +5,623	+19%	+$76K	0.01%	950
2015 Q1	$408K	Buy	30,081 +15,693	+109%	+$210K	0.01%	980
2014 Q4	$188K	Buy	+14,388	New	+$190K	﹤0.01%	1106

Other funds holding FDD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

United Capital Financial Advisors's FDD Position: Q3 2015 in Review

United Capital Financial Advisors sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q3 2015, closing a stake of 35,704 shares — an estimated $458K sold.

United Capital Financial Advisors first reported a position in FDD in Q4 2014 and held it in 3 quarters. The position peaked at $458K in Q2 2015. 50 funds tracked by Wall St. Rank hold FDD as of Q3 2015.

United Capital Financial Advisors reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q3 2015 after selling out during the quarter.
United Capital Financial Advisors sold 35,704 First Trust STOXX European Select Dividend Income Fund shares in Q3 2015, an estimated $458K.
United Capital Financial Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2014 and held it in 3 quarters.
United Capital Financial Advisors's First Trust STOXX European Select Dividend Income Fund position peaked at $458K in Q2 2015.
50 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.