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First Trust STOXX European Select Dividend Income Fund

43 hedge funds and large institutions have $81.6M invested in First Trust STOXX European Select Dividend Income Fund in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

34% more funds holding

Funds holding: 3243 (+11)

17% more capital invested

Capital invested by funds: $69.9M → $81.6M (+$11.7M)

5.45% more ownership

Funds ownership: 40.78%46.23% (+5.4%)

Holders
43
Holders Change
+11
Holders Change %
+34.38%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
13
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$181K +$183K +13,852 New
PAG
27
Private Advisor Group
New Jersey
$179K +$182K +13,740 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$175K +$4.77K +361 +3%
SWP
29
Stratos Wealth Partners
Ohio
$168K +$170K +12,851 New
Lazard Asset Management
30
Lazard Asset Management
New York
$160K
SI
31
Stephens Inc
Arkansas
$136K +$138K +10,425 New
SF
32
Synovus Financial
Georgia
$130K
MFS
33
MSI Financial Services
Massachusetts
$109K +$19.1K +1,446 +21%
BC
34
Bartlett & Co
Ohio
$30K
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$29K
NPC
36
National Planning Corporation
California
$28.9K +$30.4K +2,300 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$27K -$19.8K -1,500 -42%
WEC
38
Winslow Evans & Crocker
Massachusetts
$19.6K
WA
39
WFG Advisors
Texas
$13K +$13.2K +1,000 New
Deutsche Bank
40
Deutsche Bank
Germany
$10K -$19.8K -1,500 -65%
RFA
41
Reilly Financial Advisors
California
$5K
Citigroup
42
Citigroup
New York
$4K
SG Americas Securities
43
SG Americas Securities
New York
-$815K -60,323 Closed
Goldman Sachs
44
Goldman Sachs
New York
-$563K -41,658 Closed
Ameriprise
45
Ameriprise
Minnesota
-$46K -3,424 Closed
NES
46
New England Securities
New York
-$18K -1,300 Closed
Parallax Volatility Advisers
47
Parallax Volatility Advisers
California
+$13 +1 New

FDD Hedge Fund Activity: Q4 2014 in Review

43 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q4 2014, worth a combined $81.6M — up 17% from $69.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FDD positions and 4 closed out — a net gain of 12 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $10.2M. The largest seller was Morgan Stanley, cutting an estimated $8.35M.

  • 43 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q4 2014, up from 32 in Q3 2014.
  • Funds reported $81.6M of First Trust STOXX European Select Dividend Income Fund stock for Q4 2014, up 17% quarter-over-quarter.
  • 16 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q4 2014 and 4 closed out, a net change of +12 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q4 2014 was Royal Bank of Canada, an estimated $10.2M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q4 2014 was Morgan Stanley, an estimated $8.35M sold.

Based on aggregated 13F filings for Q4 2014.