Wealthspire Advisors (Maryland)’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q1	–	Sell	-800	Closed	-$11K	–	2530
2017 Q4	$11K	Hold	800	–	–	﹤0.01%	1542
2017 Q3	$11K	Hold	800	–	–	﹤0.01%	1537
2017 Q2	$10K	Buy	+800	New	+$10.4K	﹤0.01%	1524

Other funds holding FDD

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

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

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

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

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

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s FDD Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q1 2018, closing a stake of 800 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in FDD in Q2 2017 and held it in 3 quarters. The position peaked at $11K in Q4 2017. 79 funds tracked by Wall St. Rank hold FDD as of Q1 2018.

Wealthspire Advisors (Maryland) reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q1 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 800 First Trust STOXX European Select Dividend Income Fund shares in Q1 2018, an estimated $11K.
Wealthspire Advisors (Maryland) first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2017 and held it in 3 quarters.
Wealthspire Advisors (Maryland)'s First Trust STOXX European Select Dividend Income Fund position peaked at $11K in Q4 2017.
79 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.