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First Trust STOXX European Select Dividend Income Fund

68 hedge funds and large institutions have $107M invested in First Trust STOXX European Select Dividend Income Fund in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.6% less ownership

Funds ownership: 38.12%36.52% (-1.6%)

8% less funds holding

Funds holding: 7468 (-6)

8% less capital invested

Capital invested by funds: $117M → $107M (-$9.81M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

65% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 34

Holders
68
Holders Change
-6
Holders Change %
-8.11%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EP Wealth Advisors
California
$135K -$18.5K -1,490 -12%
IA
52
IFP Advisors
Florida
$132K +$127K +10,218 New
CFGS
53
Concourse Financial Group Securities
Alabama
$115K
OIA
54
Optimum Investment Advisors
Illinois
$113K
SPIA
55
Steward Partners Investment Advisory
New York
$104K +$273 +22 +0.3%
RIA
56
Realta Investment Advisors
Delaware
$84K +$75 +6 +0.1%
GWM
57
Geneos Wealth Management
Colorado
$78K
Deutsche Bank
58
Deutsche Bank
Germany
$75K +$29.9K +2,405 +68%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$62K +$18.6K +1,498 +44%
US Bancorp
60
US Bancorp
Minnesota
$55K -$37K -2,978 -41%
AIC
61
Ameritas Investment Company
Nebraska
$33K +$32.6K +2,625 New
TIM
62
Tortoise Investment Management
New York
$30K
APA
63
American Portfolios Advisors
New York
$19.8K
AWMS
64
Advocacy Wealth Management Services
Georgia
$12K
CAC
65
Certified Advisory Corp
Florida
$7K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$2K
AA
67
Advisory Alpha
Michigan
$1.35K +$1.34K +108 New
GT
68
Glenmede Trust
Pennsylvania
$10 +$10.4K +836 New
Citadel Advisors
69
Citadel Advisors
Florida
-$1.38M -110,201 Closed
SFG
70
SNS Financial Group
Minnesota
-$737K -58,931 Closed
PSUF
71
People's United Financial
Connecticut
-$203K -16,246 Closed
MML Investors Services
72
MML Investors Services
Massachusetts
-$162K -12,920 Closed
MCP
73
Mirador Capital Partners
California
-$152K -12,135 Closed
Renaissance Technologies
74
Renaissance Technologies
New York
-$140K -11,200 Closed
LWA
75
Lenox Wealth Advisors
New York
-$87K -6,987 Closed

FDD Hedge Fund Activity: Q3 2019 in Review

68 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q3 2019, worth a combined $107M — down 8.4% from $117M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FDD and 8 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 12 added.

The largest buyer was LPL Financial, adding an estimated $606K. The largest seller was Morgan Stanley, cutting an estimated $4.07M.

  • 68 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q3 2019, down from 74 in Q2 2019.
  • Funds reported $107M of First Trust STOXX European Select Dividend Income Fund stock for Q3 2019, down 8.4% quarter-over-quarter.
  • 8 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q3 2019 and 12 closed out, a net change of -4 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q3 2019 was LPL Financial, an estimated $606K added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q3 2019 was Morgan Stanley, an estimated $4.07M sold.

Based on aggregated 13F filings for Q3 2019.