We are live on ! Find out more
FDD icon

First Trust STOXX European Select Dividend Income Fund

70 hedge funds and large institutions have $120M invested in First Trust STOXX European Select Dividend Income Fund in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

12% more capital invested

Capital invested by funds: $107M → $120M (+$13.2M)

3% more funds holding

Funds holding: 6870 (+2)

0.14% more ownership

Funds ownership: 36.52%36.66% (+0.14%)

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
20
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
51
Lugano Financial Advisors SA (LFA)
Switzerland
$144K +$137K +10,261 New
AA
52
AlphaMark Advisors
Kentucky
$143K -$8.09K -605 -6%
OIA
53
Optimum Investment Advisors
Illinois
$125K
GWM
54
Geneos Wealth Management
Colorado
$97K +$10.1K +756 +12%
BAM
55
Bellevue Asset Management
Washington
$92K +$88.1K +6,583 New
RIA
56
Realta Investment Advisors
Delaware
$88K
CFGS
57
Concourse Financial Group Securities
Alabama
$82K -$41.6K -3,112 -35%
VCP
58
Verus Capital Partners
Arizona
$77K +$73.1K +5,466 New
US Bancorp
59
US Bancorp
Minnesota
$61K
BFEC
60
Benjamin F. Edwards & Company
Missouri
$52K -$15.9K -1,191 -24%
LWA
61
Lenox Wealth Advisors
New York
$39K +$37.3K +2,787 New
TIM
62
Tortoise Investment Management
New York
$33K
APA
63
American Portfolios Advisors
New York
$21.9K
WQ
64
Wealth Quarterback
New Jersey
$20.7K +$19.7K +1,473 New
IA
65
IFP Advisors
Florida
$16K -$122K -9,094 -89%
TI
66
tru Independence
Oregon
$15K +$21.1K +1,580 New
AWMS
67
Advocacy Wealth Management Services
Georgia
$13K
CAC
68
Certified Advisory Corp
Florida
$7K
Fidelity Investments
69
Fidelity Investments
Massachusetts
$2K +$13 +1 +0.7%
AA
70
Advisory Alpha
Michigan
$1.52K +$13 +1 +0.9%
Jane Street
71
Jane Street
New York
-$840K -65,930 Closed
DS
72
DRW Securities
Illinois
-$261K -20,509 Closed
FTUS
73
Flow Traders U.S.
New York
-$177K -13,901 Closed
PWM
74
Perigon Wealth Management
California
-$181K -13,850 Closed
TSS
75
Two Sigma Securities
New York
-$150K -11,803 Closed

FDD Hedge Fund Activity: Q4 2019 in Review

70 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q4 2019, worth a combined $120M — up 12% from $107M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FDD positions and 11 closed out — a net gain of 3 holders — while 20 added to existing stakes and 24 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.03M. The largest seller was Bank of America, cutting an estimated $3.46M.

  • 70 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q4 2019, up from 68 in Q3 2019.
  • Funds reported $120M of First Trust STOXX European Select Dividend Income Fund stock for Q4 2019, up 12% quarter-over-quarter.
  • 14 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q4 2019 and 11 closed out, a net change of +3 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q4 2019 was Wells Fargo, an estimated $3.03M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q4 2019 was Bank of America, an estimated $3.46M sold.

Based on aggregated 13F filings for Q4 2019.