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First Trust STOXX European Select Dividend Income Fund

74 hedge funds and large institutions have $117M invested in First Trust STOXX European Select Dividend Income Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 7474 (0)

4.92% less ownership

Funds ownership: 43.03%38.12% (-4.9%)

22% less capital invested

Capital invested by funds: $150M → $117M (-$32.9M)

42% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
74
Holders Change
Holders Change %
0%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
18
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$517K +$229K +17,818 +76%
Stifel Financial
27
Stifel Financial
Missouri
$510K -$134K -10,450 -20%
FAAS
28
First Allied Advisory Services
California
$415K -$98.8K -7,701 -19%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$397K +$67.6K +5,269 +20%
WI
30
Wintrust Investments
Illinois
$370K
CS
31
Credit Suisse
Switzerland
$370K +$380K +29,611 New
Prudential Financial
32
Prudential Financial
New Jersey
$359K -$448K -34,920 -55%
LF
33
Lantz Financial
Illinois
$330K
IWM
34
IHT Wealth Management
Illinois
$320K +$62.9K +4,903 +24%
LWM
35
Liberty Wealth Management
California
$310K -$22.8M -1,776,386 -99%
William Blair & Company
36
William Blair & Company
Illinois
$262K -$38.7K -3,017 -13%
DS
37
DRW Securities
Illinois
$257K +$100K +7,796 +61%
HighTower Advisors
38
HighTower Advisors
Illinois
$231K -$29K -2,262 -11%
PSUF
39
People's United Financial
Connecticut
$203K +$209K +16,246 New
FHA
40
First Horizon Advisors
Tennessee
$198K
FAIM
41
Financial Advocates Investment Management
Washington
$190K
GCA
42
Greenwood Capital Associates
South Carolina
$179K -$4.56K -355 -2%
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$177K +$181K +14,110 New
PWM
44
Perigon Wealth Management
California
$173K -$96.3K -7,500 -35%
SPC
45
Sigma Planning Corp
Michigan
$172K -$12.5K -971 -7%
JIC
46
Joel Isaacson & Co
New York
$169K
MML Investors Services
47
MML Investors Services
Massachusetts
$162K -$27K -2,102 -14%
Lazard Asset Management
48
Lazard Asset Management
New York
$153K
EWA
49
EP Wealth Advisors
California
$152K +$156K +12,120 New
MCP
50
Mirador Capital Partners
California
$152K +$156K +12,135 New

FDD Hedge Fund Activity: Q2 2019 in Review

74 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q2 2019, worth a combined $117M — down 22% from $150M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FDD positions and 11 closed out — a net gain of 1 holder — while 18 added to existing stakes and 31 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.19M. The largest seller was Liberty Wealth Management, cutting an estimated $22.8M.

  • 74 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $117M of First Trust STOXX European Select Dividend Income Fund stock for Q2 2019, down 22% quarter-over-quarter.
  • 12 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q2 2019 and 11 closed out, a net change of +1 holder.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q2 2019 was Wells Fargo, an estimated $1.19M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q2 2019 was Liberty Wealth Management, an estimated $22.8M sold.

Based on aggregated 13F filings for Q2 2019.