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First Trust STOXX European Select Dividend Income Fund

73 hedge funds and large institutions have $144M invested in First Trust STOXX European Select Dividend Income Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

7% more funds holding

Funds holding: 6873 (+5)

2.25% more ownership

Funds ownership: 46.77%49.03% (+2.3%)

4% more capital invested

Capital invested by funds: $138M → $144M (+$5.74M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $38K

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
26
Reduced
22
Closed
6
Calls
Puts
$38K
Net Calls
-$38K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$676K +$91.3K +6,450 +16%
HI
27
Harbour Investments
Wisconsin
$665K +$115K +8,115 +21%
Citadel Advisors
28
Citadel Advisors
Florida
$537K +$528K +37,255 New
KAS
29
Kestra Advisory Services
Texas
$499K +$77K +5,437 +19%
BFG
30
Berger Financial Group
Minnesota
$484K -$11.2K -788 -2%
BRWA
31
B. Riley Wealth Advisors
Florida
$423K -$39.5K -2,792 -9%
WI
32
Wintrust Investments
Illinois
$409K
VCM
33
Virtue Capital Management
Tennessee
$368K -$69.6K -4,917 -16%
Truist Financial
34
Truist Financial
North Carolina
$365K -$61.4K -4,335 -15%
IWC
35
Integrated Wealth Concepts
Massachusetts
$352K -$83.4K -5,886 -19%
SFP
36
Strategic Financial Partners
Oregon
$345K -$17.4K -1,228 -5%
Stifel Financial
37
Stifel Financial
Missouri
$344K +$8.5K +600 +3%
EH
38
Equitable Holdings
New York
$318K -$443K -31,300 -59%
TCFP
39
Treasure Coast Financial Planning
Florida
$266K +$261K +18,456 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$264K +$20.3K +1,434 +9%
PAG
41
Private Advisor Group
New Jersey
$219K -$261K -18,445 -55%
BWP
42
Baldwin Wealth Partners
Massachusetts
$213K
MML Investors Services
43
MML Investors Services
Massachusetts
$212K +$208K +14,688 New
OPA
44
Old Port Advisors
Maine
$207K -$1.59K -112 -0.8%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$199K +$196K +13,820 New
William Blair & Company
46
William Blair & Company
Illinois
$190K -$42.3K -2,987 -18%
Jane Street
47
Jane Street
New York
$168K -$92.3K -6,515 -36%
SWP
48
Stratos Wealth Partners
Ohio
$166K +$163K +11,515 New
Fisher Asset Management
49
Fisher Asset Management
Washington
$160K +$157K +11,071 New
SCA
50
Snowden Capital Advisors
New York
$130K +$128K +9,048 New

FDD Hedge Fund Activity: Q4 2021 in Review

73 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q4 2021, worth a combined $144M — up 4.2% from $138M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FDD positions and 6 closed out — a net gain of 6 holders — while 26 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.54M. The largest seller was Morgan Stanley, cutting an estimated $2.35M.

  • 73 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q4 2021, up from 68 in Q3 2021.
  • Funds reported $144M of First Trust STOXX European Select Dividend Income Fund stock for Q4 2021, up 4.2% quarter-over-quarter.
  • 12 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q4 2021 and 6 closed out, a net change of +6 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q4 2021 was LPL Financial, an estimated $2.54M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q4 2021 was Morgan Stanley, an estimated $2.35M sold.

Based on aggregated 13F filings for Q4 2021.