Western Wealth Management’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Western Wealth Management’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
2022 Q4	–	Sell	-13,260	Closed	-$123K	–	659
2022 Q3	$123K	Sell	13,260 -600	-4%	-$6.39K	0.01%	777
2022 Q2	$150K	Hold	13,860	–	–	0.01%	753
2022 Q1	$184K	Buy	+13,860	New	+$194K	0.01%	798
2020 Q3	–	Sell	-11,621	Closed	-$121K	–	459
2020 Q2	$121K	Sell	11,621 -1,350	-10%	-$13.4K	0.02%	406
2020 Q1	$124K	Buy	12,971 +350	+3%	+$4.45K	0.03%	359
2019 Q4	$177K	Sell	12,621 -400	-3%	-$5.35K	0.03%	393
2019 Q3	$165K	Buy	13,021 +2,821	+28%	+$35.1K	0.03%	381
2019 Q2	$129K	Sell	10,200 -445	-4%	-$5.71K	0.02%	394
2019 Q1	$139K	Hold	10,645	–	–	0.03%	371
2018 Q4	$127K	Buy	+10,645	New	+$133K	0.03%	338

Other funds holding FDD

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Western Wealth Management's FDD Position: Q4 2022 in Review

Western Wealth Management sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2022, closing a stake of 13,260 shares — an estimated $123K sold.

Western Wealth Management first reported a position in FDD in Q4 2018 and held it in 10 quarters. The position peaked at $184K in Q1 2022. 73 funds tracked by Wall St. Rank hold FDD as of Q4 2022.

Western Wealth Management reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 13,260 First Trust STOXX European Select Dividend Income Fund shares in Q4 2022, an estimated $123K.
Western Wealth Management first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2018 and held it in 10 quarters.
Western Wealth Management's First Trust STOXX European Select Dividend Income Fund position peaked at $184K in Q1 2022.
73 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.