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Waverly Advisors’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Waverly 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 		$2.88M Buy
155,046
+2,569
+2% +$49.3K 0.02% 606
2026
Q1 		$2.72M Buy
+152,477
New +$2.75M 0.02% 581

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

Waverly Advisors's FDD Position: Q2 2026 in Review

Waverly Advisors increased its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 1.7% in Q2 2026, buying an estimated $49.3K and bringing the position to 155,046 shares worth $2.88M. The position accounts for 0.02% of the portfolio, ranked #606.

Waverly Advisors first reported a position in FDD in Q1 2026 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold FDD as of Q2 2026.

  • Waverly Advisors held 155,046 shares of First Trust STOXX European Select Dividend Income Fund worth $2.88M as of Q2 2026.
  • Waverly Advisors bought 2,569 First Trust STOXX European Select Dividend Income Fund shares in Q2 2026, an estimated $49.3K.
  • First Trust STOXX European Select Dividend Income Fund made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #606 holding.
  • Waverly Advisors first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.