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First Trust STOXX European Select Dividend Income Fund

79 hedge funds and large institutions have $251M invested in First Trust STOXX European Select Dividend Income Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

10% more funds holding

Funds holding: 7279 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 45.79%45.38% (-0.41%)

1% less capital invested

Capital invested by funds: $253M → $251M (-$1.83M)

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
30
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$174K
Lazard Asset Management
52
Lazard Asset Management
New York
$170K
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$168K -$8.91K -634 -5%
DWT
54
Dorsey & Whitney Trust
South Dakota
$166K
OMC
55
Old Mission Capital
Illinois
$161K +$163K +11,624 New
AA
56
AlphaMark Advisors
Kentucky
$160K -$34.1K -2,425 -17%
UR
57
USCA RIA
Texas
$138K -$1.42K -101 -1%
OIA
58
Optimum Investment Advisors
Illinois
$131K +$134K +9,500 New
SG Americas Securities
59
SG Americas Securities
New York
$127K -$256K -18,190 -66%
SWM
60
SeaCrest Wealth Management
New York
$104K
NWM
61
Northwest Wealth Management
Iowa
$95K +$96.7K +6,876 New
UBS AM
62
UBS AM
Illinois
$84.4K +$85.7K +6,100 New
RFC
63
Regions Financial Corp
Alabama
$75K
US Bancorp
64
US Bancorp
Minnesota
$73K +$63K +4,484 +559%
SWP
65
Stratos Wealth Partners
Ohio
$69K -$7.03K -500 -9%
SPIA
66
Steward Partners Investment Advisory
New York
$69K +$19.7K +1,404 +39%
AF
67
Advisornet Financial
Minnesota
$55K
BFEC
68
Benjamin F. Edwards & Company
Missouri
$54K +$55.2K +3,924 New
GWM
69
Geneos Wealth Management
Colorado
$49K +$30.6K +2,180 +156%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43K -$97.6K -6,945 -69%
MOS
71
MGO One Seven
Ohio
$32K +$32.2K +2,290 New
APA
72
American Portfolios Advisors
New York
$25.7K +$15.3K +1,092 +143%
Bessemer Group
73
Bessemer Group
New Jersey
$23K +$23.4K +1,665 New
Deutsche Bank
74
Deutsche Bank
Germany
$16K +$16.6K +1,179 New
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$12K

FDD Hedge Fund Activity: Q1 2018 in Review

79 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q1 2018, worth a combined $251M — down 0.72% from $253M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FDD positions and 6 closed out — a net gain of 8 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.14M. The largest seller was Bank of America, cutting an estimated $9.88M.

  • 79 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q1 2018, up from 72 in Q4 2017.
  • Funds reported $251M of First Trust STOXX European Select Dividend Income Fund stock for Q1 2018, down 0.72% quarter-over-quarter.
  • 14 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q1 2018 and 6 closed out, a net change of +8 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q1 2018 was Morgan Stanley, an estimated $7.14M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q1 2018 was Bank of America, an estimated $9.88M sold.

Based on aggregated 13F filings for Q1 2018.