FDD — FIRST TRST STOXX EUR SEL

Ownership history in ORG Partners LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in FIRST TRST STOXX EUR SEL (FDD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.88% (2025 Q4)
Avg. % of fund
0.54%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 286,050 +72,450 +33.9% 0.88% $5.0M $17.50
2025 Q3 ADDED 213,600 +185,100 +649.5% 0.63% $3.4M $16.00
2025 Q2 INITIATED 28,500 — — 0.10% $466K $15.20
% of Fund (quarterly)    FDD price (monthly, adj. close)

Other funds also holding FDD

As of 2025 Q4 — sorted by position size

ODonnell Financial Services, LLC 3Y 5.23% MANCHESTER FINANCIAL INC 3Y 7Y 4.68% Intellectus Partners, LLC 3Y 7Y 2.06% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 2.06% Allie Family Office LLC 3Y 1.77% Owen LaRue, LLC 3Y 1.59% Concorde Asset Management, LLC 3Y 7Y 1.09% Next Level Private LLC 3Y 0.86% Navis Wealth Advisors, LLC 3Y 0.71% TCFG WEALTH MANAGEMENT, LLC 0.7%
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