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First Trust STOXX European Select Dividend Income Fund

77 hedge funds and large institutions have $66.2M invested in First Trust STOXX European Select Dividend Income Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

33% more call options, than puts

Call options by funds: $112K | Put options by funds: $84K

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

1.43% more ownership

Funds ownership: 45.79%47.22% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 7877 (-1)

10% less capital invested

Capital invested by funds: $73.2M → $66.2M (-$7.07M)

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
38
Reduced
19
Closed
9
Calls
$112K
Puts
$84K
Net Calls
+$28K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$552K +$23.8K +2,024 +4%
OPS
27
Orion Portfolio Solutions
Nebraska
$552K +$23.8K +2,024 +4%
Osaic Holdings
28
Osaic Holdings
Arizona
$540K +$24.9K +2,121 +5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$520K +$232K +19,712 +74%
SI
30
Stephens Inc
Arkansas
$446K -$42K -3,575 -8%
CCA
31
Cottonwood Capital Advisors
Utah
$391K -$3.4K -289 -0.8%
Stifel Financial
32
Stifel Financial
Missouri
$360K +$28.5K +2,428 +8%
CW
33
CreativeOne Wealth
Kansas
$324K +$339K +28,817 New
Comerica Bank
34
Comerica Bank
Texas
$286K +$111K +9,461 +59%
BEI
35
Benjamin Edwards Inc
Missouri
$269K +$20.7K +1,758 +8%
KAS
36
Kestra Advisory Services
Texas
$253K +$108K +9,231 +70%
SPIA
37
Steward Partners Investment Advisory
New York
$229K +$20.3K +1,725 +9%
PS
38
Principal Securities
Iowa
$212K +$27.2K +2,317 +14%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$207K -$13.2K -1,124 -6%
HF
40
HRT Financial
New York
$197K +$207K +17,582 New
Truist Financial
41
Truist Financial
North Carolina
$193K +$7.68K +654 +4%
GWP
42
Gateway Wealth Partners
Wisconsin
$193K +$49.6K +4,219 +33%
SOS
43
Silver Oak Securities
Tennessee
$186K +$1.74K +148 +0.9%
BFG
44
Berger Financial Group
Minnesota
$172K -$67.8K -5,775 -27%
KPWS
45
Kestra Private Wealth Services
Texas
$171K
CIA
46
Concurrent Investment Advisors
Florida
$169K -$108K -9,219 -38%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$168K +$19.6K +1,672 +13%
LWM
48
Liberty Wealth Management
California
$164K +$3.16K +269 +2%
SFP
49
Strategic Financial Partners
Oregon
$161K +$2.4K +204 +1%
SPC
50
Sigma Planning Corp
Michigan
$142K +$8.62K +734 +6%

FDD Hedge Fund Activity: Q4 2024 in Review

77 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q4 2024, worth a combined $66.2M — down 9.6% from $73.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FDD positions and 9 closed out — a net gain of 2 holders — while 38 added to existing stakes and 19 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $2.33M. The largest seller was Morgan Stanley, cutting an estimated $2.77M.

  • 77 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q4 2024, down from 78 in Q3 2024.
  • Funds reported $66.2M of First Trust STOXX European Select Dividend Income Fund stock for Q4 2024, down 9.6% quarter-over-quarter.
  • 11 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q4 2024 and 9 closed out, a net change of +2 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q4 2024 was Flow Traders U.S., an estimated $2.33M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q4 2024 was Morgan Stanley, an estimated $2.77M sold.

Based on aggregated 13F filings for Q4 2024.