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 Q1	$2.72M	Buy	+152,477	New	+$2.75M	0.02%	581

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Waverly Advisors's FDD Position: Q1 2026 in Review

Waverly Advisors opened a new position in First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2026: 152,477 shares worth $2.72M. The stake represents 0.02% of the portfolio and ranks #581 among its holdings.

135 funds tracked by Wall St. Rank hold FDD as of Q1 2026.

Waverly Advisors held 152,477 shares of First Trust STOXX European Select Dividend Income Fund worth $2.72M as of Q1 2026.
First Trust STOXX European Select Dividend Income Fund was a new Waverly Advisors position in Q1 2026.
First Trust STOXX European Select Dividend Income Fund made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #581 holding.
135 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.