Wintrust Investments’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Wintrust Investments’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	-1,183	Closed	-$14K	–	454
2024 Q3	$14K	Sell	1,183 -18,905	-94%	-$230K	0.01%	491
2024 Q2	$235K	Hold	20,088	–	–	0.02%	421
2024 Q1	$238K	Hold	20,088	–	–	0.02%	417
2023 Q4	$242K	Sell	20,088 -8,265	-29%	-$92.2K	0.02%	384
2023 Q3	$309K	Hold	28,353	–	–	0.03%	327
2023 Q2	$322K	Hold	28,353	–	–	0.03%	327
2023 Q1	$331K	Hold	28,353	–	–	0.04%	253
2022 Q4	$322K	Hold	28,353	–	–	0.04%	281
2022 Q3	$265K	Hold	28,353	–	–	0.03%	324
2022 Q2	$308K	Hold	28,353	–	–	0.04%	294
2022 Q1	$377K	Hold	28,353	–	–	0.04%	293
2021 Q4	$409K	Hold	28,353	–	–	0.04%	288
2021 Q3	$394K	Hold	28,353	–	–	0.05%	194
2021 Q2	$410K	Hold	28,353	–	–	0.04%	285
2021 Q1	$400K	Buy	+28,353	New	+$384K	0.04%	286
2020 Q4	–	Sell	-28,353	Closed	-$291K	–	239
2020 Q3	$291K	Hold	28,353	–	–	0.04%	273
2020 Q2	$296K	Hold	28,353	–	–	0.04%	272
2020 Q1	$273K	Sell	28,353 -1,200	-4%	-$15.3K	0.04%	252
2019 Q4	$415K	Hold	29,553	–	–	0.06%	236
2019 Q3	$377K	Hold	29,553	–	–	0.06%	244
2019 Q2	$370K	Hold	29,553	–	–	0.06%	251
2019 Q1	$379K	Sell	29,553 -432	-1%	-$5.47K	0.06%	242
2018 Q4	$358K	Sell	29,985 -37,752	-56%	-$471K	0.07%	229
2018 Q3	$888K	Sell	67,737 -45,901	-40%	-$608K	0.14%	132
2018 Q2	$1.5M	Buy	113,638 +8,642	+8%	+$121K	0.26%	82
2018 Q1	$1.45M	Buy	104,996 +1,458	+1%	+$20.5K	0.37%	47
2017 Q4	$1.42M	Buy	103,538 +3,603	+4%	+$49K	0.33%	60
2017 Q3	$1.36M	Sell	99,935 -10,898	-10%	-$145K	0.34%	61
2017 Q2	$1.45M	Buy	110,833 +20,285	+22%	+$264K	0.39%	59
2017 Q1	$1.12M	Buy	90,548 +55,950	+162%	+$676K	0.32%	72
2016 Q4	$411K	Buy	34,598 +1,441	+4%	+$16.7K	0.17%	121
2016 Q3	$392K	Buy	+33,157	New	+$393K	0.18%	107

Other funds holding FDD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wintrust Investments's FDD Position: Q4 2024 in Review

Wintrust Investments sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2024, closing a stake of 1,183 shares — an estimated $14K sold.

Wintrust Investments first reported a position in FDD in Q3 2016 and held it in 32 quarters. The position peaked at $1.5M in Q2 2018. 77 funds tracked by Wall St. Rank hold FDD as of Q4 2024.

Wintrust Investments reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2024 after selling out during the quarter.
Wintrust Investments sold 1,183 First Trust STOXX European Select Dividend Income Fund shares in Q4 2024, an estimated $14K.
Wintrust Investments first reported a position in First Trust STOXX European Select Dividend Income Fund in Q3 2016 and held it in 32 quarters.
Wintrust Investments's First Trust STOXX European Select Dividend Income Fund position peaked at $1.5M in Q2 2018.
77 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.