Murphy, Middleton, Hinkle & Parker, Inc. FDD — FIRST TR STOXX EURO DIV FD

Ownership history in Murphy, Middleton, Hinkle & Parker, Inc.  ·  33 quarters on record

AI Ownership Summary

Murphy, Middleton, Hinkle & Parker, Inc. reported FIRST TR STOXX EURO DIV FD (FDD) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.14% in 2026 Q1. The latest visible filing shows FDD at 1.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FDD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Murphy, Middleton, Hinkle & Parker, Inc.'s position in FIRST TR STOXX EURO DIV FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FDD was reported at 1.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.14% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FDD stock page Murphy, Middleton, Hinkle & Parker, Inc. fund profile Murphy, Middleton, Hinkle & Parker, Inc. full holdings
How Murphy, Middleton, Hinkle & Parker, Inc. held FDD — position size vs. price
% of Fund (quarterly)    FDD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 138,460 +22,883 +19.8% 1.14% $2.5M 2026-04-15 $19.14
2025 Q3 ADDED — — — 115,577 +8,131 +7.6% 0.91% $1.9M 2025-11-04 $15.77
2025 Q2 UNCHANGED — — — 107,446 — 0% 0.82% $1.5M 2025-07-09 $15.34
2025 Q1 REDUCED — — — 107,446 -970 -0.9% 0.82% $1.5M 2025-04-15 $12.96
2024 Q4 REDUCED — — — 108,416 -345 -0.3% 0.69% $1.2M 2025-01-16 $10.95
2024 Q3 REDUCED — — — 108,761 -755 -0.7% 0.73% $1.4M 2024-10-15 $11.21
2024 Q2 REDUCED — — — 109,516 -130 -0.1% 0.75% $1.3M 2024-07-16 $11.16
2024 Q1 REDUCED 7.7% +3.9% ❌ 109,646 -9,144 -7.7% 0.76% $1.3M 2024-04-11 $10.60
2023 Q4 REDUCED — — — 118,790 -377 -0.3% 0.89% $1.4M 2024-01-24 $10.34
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FDD

As of 2026 Q1 — sorted by position size

MANCHESTER FINANCIAL INC 3Y 7Y 6.72% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 2.12% Intellectus Partners, LLC 3Y 7Y 2.01% Wisconsin Wealth Advisors, LLC 0.97% Next Level Private LLC 3Y 0.75% TCFG WEALTH MANAGEMENT, LLC 0.68% Hobart Private Capital, LLC 3Y 0.62% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 0.42% Ignite Planners, LLC 3Y 0.35% Prospera Financial Services Inc 3Y 7Y 0.16%

FAQ About Murphy, Middleton, Hinkle & Parker, Inc. and FDD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Murphy, Middleton, Hinkle & Parker, Inc. reported owning FDD?

Murphy, Middleton, Hinkle & Parker, Inc. reported FDD across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FDD position in Murphy, Middleton, Hinkle & Parker, Inc.'s portfolio?

The largest reported portfolio weight for FDD was 1.14% in 2026 Q1.

What is the latest reported FDD position on this page?

The most recent filing on this page is 2026 Q1, when Murphy, Middleton, Hinkle & Parker, Inc. reported 138,460 shares, equal to 1.14% of portfolio, with an estimated market value of $2.5M.

What does the chart on this FDD ownership page compare?

The chart compares Murphy, Middleton, Hinkle & Parker, Inc.'s quarterly FDD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Murphy, Middleton, Hinkle & Parker, Inc. time their FDD position?

Based on 13F filing dates vs. subsequent FDD price moves, Murphy, Middleton, Hinkle & Parker, Inc. correctly timed 12 out of 31 reported position changes (39%). The annualised alpha on FDD relative to SPY over the holding period was -2.7%.

← Back to Murphy, Middleton, Hinkle & Parker, Inc. Holdings