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First Trust STOXX European Select Dividend Income Fund

56 hedge funds and large institutions have $63M invested in First Trust STOXX European Select Dividend Income Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% more ownership

Funds ownership: 34.68%34.96% (+0.28%)

2% less funds holding

Funds holding: 5756 (-1)

9% less capital invested

Capital invested by funds: $69.6M → $63M (-$6.6M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

54% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 28

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$264K -$60.7K -5,563 -18%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$217K -$372K -34,074 -62%
CS
28
Credit Suisse
Switzerland
$196K +$28.7K +2,627 +16%
LWM
29
Liberty Wealth Management
California
$193K -$68.6K -6,288 -25%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$192K -$6.12K -561 -3%
SCA
31
Snowden Capital Advisors
New York
$190K -$8.74K -801 -4%
M&T Bank
32
M&T Bank
New York
$188K +$200K +18,297 New
William Blair & Company
33
William Blair & Company
Illinois
$181K -$37.5K -3,441 -16%
PAG
34
Private Advisor Group
New Jersey
$174K -$12.1K -1,110 -6%
FTUS
35
Flow Traders U.S.
New York
$167K -$503K -46,072 -74%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$164K
OPA
37
Old Port Advisors
Maine
$147K
FHC
38
First Heartland Consultants
Missouri
$140K +$15.4K +1,408 +11%
IP
39
Intellectus Partners
California
$139K -$25.8K -2,365 -15%
Citigroup
40
Citigroup
New York
$132K
LF
41
Lantz Financial
Illinois
$121K
LFASL
42
Lugano Financial Advisors SA (LFA)
Switzerland
$115K
AA
43
AlphaMark Advisors
Kentucky
$112K -$1.09K -100 -0.9%
BAM
44
Bellevue Asset Management
Washington
$57K -$8.77K -804 -13%
CFGS
45
Concourse Financial Group Securities
Alabama
$56K -$7.5K -687 -11%
GWM
46
Geneos Wealth Management
Colorado
$52K +$175 +16 +0.3%
SPIA
47
Steward Partners Investment Advisory
New York
$36K +$436 +40 +1%
OIA
48
Optimum Investment Advisors
Illinois
$28K -$21.8K -2,000 -43%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$27K +$3.87K +355 +16%
BEI
50
Benjamin Edwards Inc
Missouri
$24K -$7.11K -652 -21%

FDD Hedge Fund Activity: Q3 2020 in Review

56 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q3 2020, worth a combined $63M — down 9.5% from $69.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FDD and 5 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 13 added.

The largest buyer was Citadel Advisors, adding an estimated $1.3M. The largest seller was Royal Bank of Canada, cutting an estimated $1.83M.

  • 56 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q3 2020, down from 57 in Q2 2020.
  • Funds reported $63M of First Trust STOXX European Select Dividend Income Fund stock for Q3 2020, down 9.5% quarter-over-quarter.
  • 5 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q3 2020 and 6 closed out, a net change of -1 holder.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q3 2020 was Citadel Advisors, an estimated $1.3M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q3 2020 was Royal Bank of Canada, an estimated $1.83M sold.

Based on aggregated 13F filings for Q3 2020.