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First Trust STOXX European Select Dividend Income Fund

77 hedge funds and large institutions have $154M invested in First Trust STOXX European Select Dividend Income Fund in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

5% more funds holding

Funds holding: 7377 (+4)

1.24% more ownership

Funds ownership: 43.49%44.73% (+1.2%)

22% less capital invested

Capital invested by funds: $199M → $154M (-$44.7M)

66% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 35

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
12
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
26
Two Sigma Securities
New York
$499K +$77.4K +6,213 +17%
FAAS
27
First Allied Advisory Services
California
$491K +$21.8K +1,745 +4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$454K +$474K +38,014 New
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$448K -$618K -49,540 -57%
MML Investors Services
30
MML Investors Services
Massachusetts
$419K -$111K -8,895 -20%
Prudential Financial
31
Prudential Financial
New Jersey
$366K +$93.6K +7,510 +32%
WI
32
Wintrust Investments
Illinois
$358K -$471K -37,752 -56%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$354K +$92.2K +7,394 +33%
Fisher Asset Management
34
Fisher Asset Management
Washington
$345K +$184K +14,751 +104%
William Blair & Company
35
William Blair & Company
Illinois
$295K -$1.19M -95,608 -79%
HighTower Advisors
36
HighTower Advisors
Illinois
$290K -$48.6K -3,895 -14%
AG
37
Advisor Group
Arizona
$243K -$29.1K -2,338 -10%
PWM
38
Perigon Wealth Management
California
$230K +$229K +18,350 New
PI
39
Pathlight Investors
Arizona
$190K +$192K +15,400 New
FHA
40
First Horizon Advisors
Tennessee
$189K
FTUS
41
Flow Traders U.S.
New York
$184K +$192K +15,400 New
FAIM
42
Financial Advocates Investment Management
Washington
$181K +$189K +15,184 New
SPC
43
Sigma Planning Corp
Michigan
$177K -$139K -11,132 -43%
LWAC
44
Laurel Wealth Advisors (California)
California
$174K
EFS
45
Econ Financial Services
Pennsylvania
$170K +$177K +14,225 New
Baird Financial Group
46
Baird Financial Group
Wisconsin
$164K -$329K -26,400 -66%
FDCC
47
Foster Dykema Cabot & Co
Massachusetts
$148K +$155K +12,400 New
Lazard Asset Management
48
Lazard Asset Management
New York
$146K
DWT
49
Dorsey & Whitney Trust
South Dakota
$143K
CA
50
Cetera Advisors
Colorado
$139K -$11.8K -950 -8%

FDD Hedge Fund Activity: Q4 2018 in Review

77 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q4 2018, worth a combined $154M — down 22% from $199M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FDD positions and 13 closed out — a net gain of 4 holders — while 12 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.52M. The largest seller was UBS Group, cutting an estimated $25.7M.

  • 77 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q4 2018, up from 73 in Q3 2018.
  • Funds reported $154M of First Trust STOXX European Select Dividend Income Fund stock for Q4 2018, down 22% quarter-over-quarter.
  • 17 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q4 2018 and 13 closed out, a net change of +4 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q4 2018 was Morgan Stanley, an estimated $3.52M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q4 2018 was UBS Group, an estimated $25.7M sold.

Based on aggregated 13F filings for Q4 2018.