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First Trust STOXX European Select Dividend Income Fund

51 hedge funds and large institutions have $131M invested in First Trust STOXX European Select Dividend Income Fund in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

81% more capital invested

Capital invested by funds: $72.1M → $131M (+$58.5M)

16% more funds holding

Funds holding: 4451 (+7)

0.38% less ownership

Funds ownership: 45.65%45.27% (-0.38%)

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
25
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$419K +$381K +31,486 +1,277%
CA
27
Cetera Advisors
Colorado
$336K -$33.4K -2,764 -9%
MML Investors Services
28
MML Investors Services
Massachusetts
$267K +$262K +21,639 New
FHA
29
First Horizon Advisors
Tennessee
$257K
Stifel Financial
30
Stifel Financial
Missouri
$211K -$50.7K -4,192 -20%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$195K +$13K +1,075 +7%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$182K -$64K -5,292 -26%
CAN
33
Cetera Advisor Networks
California
$173K +$6.04K +500 +4%
AA
34
AlphaMark Advisors
Kentucky
$166K +$22.7K +1,875 +16%
PAG
35
Private Advisor Group
New Jersey
$159K +$13.6K +1,127 +9%
SPC
36
Sigma Planning Corp
Michigan
$155K +$151K +12,531 New
GT
37
Glenmede Trust
Pennsylvania
$154K +$151K +12,500 New
Lazard Asset Management
38
Lazard Asset Management
New York
$151K
BTS
39
BB&T Securities
Virginia
$149K +$146K +12,092 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$146K +$143K +11,837 New
IP
41
Intellectus Partners
California
$99K -$53K -4,382 -35%
WA
42
WFG Advisors
Texas
$98K +$27.2K +2,250 +39%
IA
43
IFP Advisors
Florida
$70K
SPIA
44
Steward Partners Investment Advisory
New York
$70K +$66.9K +5,534 +3,981%
EDRH
45
Edmond de Rothschild Holding
Switzerland
$26K
NFG
46
Next Financial Group
Texas
$18K +$17.2K +1,420 New
WEC
47
Winslow Evans & Crocker
Massachusetts
$6.79K
Creative Planning
48
Creative Planning
Kansas
$6K +$5.74K +475 New
EFSCE
49
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
GWM
50
Geneos Wealth Management
Colorado
$4K +$4.83K +400 New

FDD Hedge Fund Activity: Q1 2017 in Review

51 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q1 2017, worth a combined $131M — up 81% from $72.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FDD positions and 4 closed out — a net gain of 8 holders — while 25 added to existing stakes and 7 trimmed.

The largest buyer was UBS Group, adding an estimated $31.2M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $5.47M sold.

  • 51 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q1 2017, up from 44 in Q4 2016.
  • Funds reported $131M of First Trust STOXX European Select Dividend Income Fund stock for Q1 2017, up 81% quarter-over-quarter.
  • 12 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q1 2017 and 4 closed out, a net change of +8 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q1 2017 was UBS Group, an estimated $31.2M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q1 2017 was Brinker Capital Investments, an estimated $5.47M sold.

Based on aggregated 13F filings for Q1 2017.