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First Trust STOXX European Select Dividend Income Fund

73 hedge funds and large institutions have $96.1M invested in First Trust STOXX European Select Dividend Income Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

6% more funds holding

Funds holding: 6973 (+4)

5% more capital invested

Capital invested by funds: $91.4M → $96.1M (+$4.7M)

4.07% more ownership

Funds ownership: 49.55%53.62% (+4.1%)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
23
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$644K +$674K +59,131 New
Comerica Bank
27
Comerica Bank
Texas
$548K +$573K +50,278 New
CCA
28
Cottonwood Capital Advisors
Utah
$502K -$23.3K -2,039 -4%
RJT
29
Raymond James Trust
Florida
$398K +$416K +36,500 New
OWM
30
OneAscent Wealth Management
Alabama
$361K -$11.7K -1,022 -3%
RJA
31
Raymond James & Associates
Florida
$351K -$38.2K -3,351 -9%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$329K -$50.3K -4,409 -13%
Stifel Financial
33
Stifel Financial
Missouri
$316K +$1.15K +101 +0.3%
WI
34
Wintrust Investments
Illinois
$309K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$306K +$135K +11,865 +73%
SPIA
36
Steward Partners Investment Advisory
New York
$287K +$37.2K +3,264 +14%
KPWS
37
Kestra Private Wealth Services
Texas
$266K -$22.7K -1,993 -8%
BFG
38
Berger Financial Group
Minnesota
$259K -$6.22K -545 -2%
SOS
39
Silver Oak Securities
Tennessee
$250K +$3.39K +297 +1%
CW
40
Channel Wealth
California
$244K
SFP
41
Strategic Financial Partners
Oregon
$208K +$17K +1,487 +8%
Truist Financial
42
Truist Financial
North Carolina
$194K -$17.8K -1,564 -8%
Fisher Asset Management
43
Fisher Asset Management
Washington
$192K +$8.7K +763 +5%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$189K +$7.06K +619 +4%
Mariner
45
Mariner
Kansas
$183K +$192K +16,803 New
BRWA
46
B. Riley Wealth Advisors
Florida
$171K -$23.8K -2,086 -12%
BWP
47
Baldwin Wealth Partners
Massachusetts
$161K
VCM
48
Virtue Capital Management
Tennessee
$157K
MML Investors Services
49
MML Investors Services
Massachusetts
$155K -$4.16K -365 -2%
LWM
50
Liberty Wealth Management
California
$148K +$1.57K +138 +1%

FDD Hedge Fund Activity: Q3 2023 in Review

73 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q3 2023, worth a combined $96.1M — up 5.1% from $91.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FDD positions and 8 closed out — a net gain of 4 holders — while 23 added to existing stakes and 26 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $6.58M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $2.44M sold.

  • 73 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q3 2023, up from 69 in Q2 2023.
  • Funds reported $96.1M of First Trust STOXX European Select Dividend Income Fund stock for Q3 2023, up 5.1% quarter-over-quarter.
  • 12 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q3 2023 and 8 closed out, a net change of +4 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q3 2023 was Jane Street, an estimated $6.58M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q3 2023 was Mirae Asset Global Investments, an estimated $2.44M sold.

Based on aggregated 13F filings for Q3 2023.