We are live on ! Find out more
FDD icon

First Trust STOXX European Select Dividend Income Fund

75 hedge funds and large institutions have $148M invested in First Trust STOXX European Select Dividend Income Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

3.07% more ownership

Funds ownership: 49.03%52.09% (+3.1%)

3% more funds holding

Funds holding: 7375 (+2)

3% more capital invested

Capital invested by funds: $144M → $148M (+$4.72M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $18K

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
32
Reduced
21
Closed
7
Calls
Puts
$18K
Net Calls
-$18K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
Western Wealth Management
Colorado
$184K +$194K +13,860 New
IA
52
IFP Advisors
Florida
$168K +$155K +11,086 +986%
LWM
53
Liberty Wealth Management
California
$166K +$175K +12,511 New
OMC
54
Old Mission Capital
Illinois
$161K -$496K -35,393 -75%
CS
55
Credit Suisse
Switzerland
$152K +$160K +11,418 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$84K +$322 +23 +0.4%
SWM
57
Spire Wealth Management
Virginia
$77K +$98 +7 +0.1%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$76K +$1.34K +96 +2%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$75K -$22.6K -1,615 -22%
AA
60
AlphaMark Advisors
Kentucky
$52K -$15.4K -1,100 -22%
GWM
61
Geneos Wealth Management
Colorado
$43K +$84 +6 +0.2%
BEI
62
Benjamin Edwards Inc
Missouri
$32K -$3.77K -269 -10%
NFSG
63
Newbridge Financial Services Group
Florida
$32K
RCM
64
Raleigh Capital Management
North Carolina
$32K +$33.3K +2,379 New
BAM
65
Bellevue Asset Management
Washington
$31K -$3.13K -223 -9%
PFS
66
Prospera Financial Services
Texas
$29K +$30.6K +2,187 New
APA
67
American Portfolios Advisors
New York
$20.7K
OIA
68
Optimum Investment Advisors
Illinois
$20K
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$17K
Simplex Trading
70
Simplex Trading
Illinois
$16K -$11.6K -830 -40%
TAM
71
Tucker Asset Management
Colorado
$14.9K
MCC
72
Money Concepts Capital
Florida
$10K +$10.4K +742 New
LFG
73
Larson Financial Group
Missouri
$6K
PGAM
74
Princeton Global Asset Management
New Jersey
$4K
BBHC
75
Brown Brothers Harriman & Co
New York
$2K

FDD Hedge Fund Activity: Q1 2022 in Review

75 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q1 2022, worth a combined $148M — up 3.3% from $144M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FDD positions and 7 closed out — a net gain of 4 holders — while 32 added to existing stakes and 21 trimmed.

The largest buyer was UBS Group, adding an estimated $5.5M. The largest seller was LPL Financial, cutting an estimated $4.23M.

  • 75 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q1 2022, up from 73 in Q4 2021.
  • Funds reported $148M of First Trust STOXX European Select Dividend Income Fund stock for Q1 2022, up 3.3% quarter-over-quarter.
  • 11 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q1 2022 and 7 closed out, a net change of +4 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q1 2022 was UBS Group, an estimated $5.5M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q1 2022 was LPL Financial, an estimated $4.23M sold.

Based on aggregated 13F filings for Q1 2022.