We are live on ! Find out more
FDD icon

First Trust STOXX European Select Dividend Income Fund

73 hedge funds and large institutions have $144M invested in First Trust STOXX European Select Dividend Income Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

7% more funds holding

Funds holding: 6873 (+5)

2.25% more ownership

Funds ownership: 46.77%49.03% (+2.3%)

4% more capital invested

Capital invested by funds: $138M → $144M (+$5.74M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $38K

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
26
Reduced
22
Closed
6
Calls
Puts
$38K
Net Calls
-$38K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
51
Lugano Financial Advisors SA (LFA)
Switzerland
$120K
BFEC
52
Benjamin F. Edwards & Company
Missouri
$105K +$8.95K +632 +10%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$91K +$184 +13 +0.2%
SWM
54
Spire Wealth Management
Virginia
$84K -$64.1K -4,524 -44%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$81K
AA
56
AlphaMark Advisors
Kentucky
$72K
GWM
57
Geneos Wealth Management
Colorado
$47K +$42 +3 +0.1%
CG
58
Cutler Group
California
$44K +$19.8K +1,400 +82%
BEI
59
Benjamin Edwards Inc
Missouri
$39K
BAM
60
Bellevue Asset Management
Washington
$36K -$1.67K -118 -4%
NFSG
61
Newbridge Financial Services Group
Florida
$35K +$708 +50 +2%
Simplex Trading
62
Simplex Trading
Illinois
$29K +$29.3K +2,072 New
NFG
63
Next Financial Group
Texas
$24K +$23.2K +1,635 New
APA
64
American Portfolios Advisors
New York
$22.5K
OIA
65
Optimum Investment Advisors
Illinois
$22K
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$19K
IA
67
IFP Advisors
Florida
$17K
TAM
68
Tucker Asset Management
Colorado
$16.1K +$241 +17 +2%
LFG
69
Larson Financial Group
Missouri
$6K +$6.13K +433 New
PGAM
70
Princeton Global Asset Management
New Jersey
$5K
WA
71
WestEnd Advisors
North Carolina
$4.27K +$4.19K +296 New
CFGS
72
Concourse Financial Group Securities
Alabama
$4K +$269 +19 +7%
LWM
73
Liberty Wealth Management
California
$179 -$176K -12,413 Closed
BBHC
74
Brown Brothers Harriman & Co
New York
$2
KWM
75
Kingsview Wealth Management
Oregon
-$788K -56,680 Closed

FDD Hedge Fund Activity: Q4 2021 in Review

73 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q4 2021, worth a combined $144M — up 4.2% from $138M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FDD positions and 6 closed out — a net gain of 6 holders — while 26 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.54M. The largest seller was Morgan Stanley, cutting an estimated $2.35M.

  • 73 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q4 2021, up from 68 in Q3 2021.
  • Funds reported $144M of First Trust STOXX European Select Dividend Income Fund stock for Q4 2021, up 4.2% quarter-over-quarter.
  • 12 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q4 2021 and 6 closed out, a net change of +6 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q4 2021 was LPL Financial, an estimated $2.54M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q4 2021 was Morgan Stanley, an estimated $2.35M sold.

Based on aggregated 13F filings for Q4 2021.