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First Trust STOXX European Select Dividend Income Fund

72 hedge funds and large institutions have $253M invested in First Trust STOXX European Select Dividend Income Fund in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

26% more funds holding

Funds holding: 5772 (+15)

6% more capital invested

Capital invested by funds: $239M → $253M (+$14.2M)

0.83% more ownership

Funds ownership: 44.96%45.79% (+0.83%)

Holders
72
Holders Change
+15
Holders Change %
+26.32%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
26
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Stephens Inc
Arkansas
$846K +$404K +29,696 +93%
DADC
27
D.A. Davidson & Co
Montana
$768K +$25.2K +1,854 +3%
MML Investors Services
28
MML Investors Services
Massachusetts
$704K +$87.4K +6,423 +14%
JP Morgan Chase
29
JP Morgan Chase
New York
$626K -$609K -44,803 -50%
HighTower Advisors
30
HighTower Advisors
Illinois
$618K -$95.7K -7,035 -14%
FAAS
31
First Allied Advisory Services
California
$484K -$8.06K -593 -2%
Citadel Advisors
32
Citadel Advisors
Florida
$416K -$530K -38,966 -56%
CA
33
Cetera Advisors
Colorado
$388K +$1.74K +128 +0.5%
SG Americas Securities
34
SG Americas Securities
New York
$376K -$3.45M -253,411 -90%
GFPC
35
Global Financial Private Capital
Florida
$375K +$371K +27,291 New
PAG
36
Private Advisor Group
New Jersey
$372K -$58.2K -4,278 -14%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$365K +$71.2K +5,237 +25%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$363K -$327K -24,070 -48%
JIP
39
Jaffetilchin Investment Partners
Florida
$329K -$568K -41,760 -64%
Prudential Financial
40
Prudential Financial
New Jersey
$324K -$101K -7,400 -24%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$282K +$280K +20,572 New
SPC
42
Sigma Planning Corp
Michigan
$274K -$204 -15 -0.1%
Stifel Financial
43
Stifel Financial
Missouri
$271K +$40.8K +3,001 +18%
LWA
44
Lenox Wealth Advisors
New York
$232K +$230K +16,905 New
GT
45
Glenmede Trust
Pennsylvania
$226K
FHA
46
First Horizon Advisors
Tennessee
$221K
CS
47
Credit Suisse
Switzerland
$219K +$217K +15,950 New
DS
48
DRW Securities
Illinois
$194K +$192K +14,137 New
AA
49
AlphaMark Advisors
Kentucky
$192K +$7.14K +525 +4%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$176K -$1.48K -109 -0.8%

FDD Hedge Fund Activity: Q4 2017 in Review

72 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q4 2017, worth a combined $253M — up 6% from $239M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FDD positions and 6 closed out — a net gain of 15 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.77M. The largest seller was SG Americas Securities, cutting an estimated $3.45M.

  • 72 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q4 2017, up from 57 in Q3 2017.
  • Funds reported $253M of First Trust STOXX European Select Dividend Income Fund stock for Q4 2017, up 6% quarter-over-quarter.
  • 21 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q4 2017 and 6 closed out, a net change of +15 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q4 2017 was Wells Fargo, an estimated $1.77M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q4 2017 was SG Americas Securities, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2017.