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First Trust STOXX European Select Dividend Income Fund

68 hedge funds and large institutions have $138M invested in First Trust STOXX European Select Dividend Income Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $129M → $138M (+$8.78M)

5% more funds holding

Funds holding: 6568 (+3)

1.92% more ownership

Funds ownership: 44.86%46.77% (+1.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
36
Reduced
11
Closed
6
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$528K +$95.1K +6,505 +21%
BFG
27
Berger Financial Group
Minnesota
$477K +$13.5K +925 +3%
PAG
28
Private Advisor Group
New Jersey
$469K +$105K +7,213 +27%
BRWA
29
B. Riley Wealth Advisors
Florida
$446K +$584 +40 +0.1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$445K +$145K +9,933 +45%
VCM
31
Virtue Capital Management
Tennessee
$423K +$444K +30,417 New
IWC
32
Integrated Wealth Concepts
Massachusetts
$421K +$443K +30,294 New
Truist Financial
33
Truist Financial
North Carolina
$412K -$950 -65 -0.2%
KAS
34
Kestra Advisory Services
Texas
$405K +$426K +29,166 New
WI
35
Wintrust Investments
Illinois
$394K
BKA
36
Brick & Kyle Associates
Pennsylvania
$353K +$7.82K +535 +2%
SFP
37
Strategic Financial Partners
Oregon
$349K +$83.8K +5,733 +30%
CAN
38
Cetera Advisor Networks
California
$346K +$29.2K +2,000 +9%
Stifel Financial
39
Stifel Financial
Missouri
$323K -$14.9K -1,019 -4%
OMC
40
Old Mission Capital
Illinois
$259K +$15.3K +1,047 +6%
Jane Street
41
Jane Street
New York
$253K +$18K +1,233 +7%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$234K -$3.33K -228 -1%
William Blair & Company
43
William Blair & Company
Illinois
$224K +$584 +40 +0.2%
BWP
44
Baldwin Wealth Partners
Massachusetts
$205K
FTUS
45
Flow Traders U.S.
New York
$200K -$5.32K -364 -2%
OPA
46
Old Port Advisors
Maine
$199K
ASN
47
Advisory Services Network
Georgia
$181K +$7.91K +541 +4%
LWM
48
Liberty Wealth Management
California
$173K +$1.62K +111 +0.9%
SWM
49
Spire Wealth Management
Virginia
$144K -$5.77K -395 -4%
LFASL
50
Lugano Financial Advisors SA (LFA)
Switzerland
$116K

FDD Hedge Fund Activity: Q3 2021 in Review

68 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q3 2021, worth a combined $138M — up 6.8% from $129M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FDD positions and 6 closed out — a net gain of 3 holders — while 36 added to existing stakes and 11 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.6M. The largest seller was Greenwood Capital Associates, exiting entirely with an estimated $1.21M sold.

  • 68 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q3 2021, up from 65 in Q2 2021.
  • Funds reported $138M of First Trust STOXX European Select Dividend Income Fund stock for Q3 2021, up 6.8% quarter-over-quarter.
  • 9 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q3 2021 and 6 closed out, a net change of +3 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q3 2021 was Ameriprise, an estimated $3.6M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q3 2021 was Greenwood Capital Associates, an estimated $1.21M sold.

Based on aggregated 13F filings for Q3 2021.