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Williams & Novak’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Williams & Novak’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
2024
Q4 		– Sell
-10,700
Closed -$133K – 130
2024
Q3 		$133K Sell
10,700
-721
-6% -$8.79K 0.12% 112
2024
Q2 		$134K Buy
+11,421
New +$139K 0.12% 111

Other funds holding FDD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Williams & Novak's FDD Position: Q4 2024 in Review

Williams & Novak sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2024, closing a stake of 10,700 shares — an estimated $133K sold.

Williams & Novak first reported a position in FDD in Q2 2024 and held it in 2 quarters. The position peaked at $134K in Q2 2024. 77 funds tracked by Wall St. Rank hold FDD as of Q4 2024.

  • Williams & Novak reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2024 after selling out during the quarter.
  • Williams & Novak sold 10,700 First Trust STOXX European Select Dividend Income Fund shares in Q4 2024, an estimated $133K.
  • Williams & Novak first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2024 and held it in 2 quarters.
  • Williams & Novak's First Trust STOXX European Select Dividend Income Fund position peaked at $134K in Q2 2024.
  • 77 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2024.

Based on Williams & Novak's 13F filing for Q4 2024, filed 23 Jan 2025.