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First Trust STOXX European Select Dividend Income Fund

73 hedge funds and large institutions have $75.7M invested in First Trust STOXX European Select Dividend Income Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $71.1M → $75.7M (+$4.51M)

0% more funds holding

Funds holding: 7373 (0)

0.67% less ownership

Funds ownership: 44.19%43.52% (-0.67%)

71% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 35

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
10
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$118K -$26.8K -2,508 -19%
VF
52
Virtu Financial
New York
$116K +$109K +10,236 New
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$114K
LFASL
54
Lugano Financial Advisors SA (LFA)
Switzerland
$94.7K +$89.1K +8,332 New
CAS
55
Coppell Advisory Solutions
Texas
$64.4K +$60.6K +5,670 New
CASC
56
Coppell Advisory Solutions Corp
Texas
$64.4K +$60.6K +5,670 New
AA
57
AlphaMark Advisors
Kentucky
$44K
TAM
58
Tucker Asset Management
Colorado
$36.4K +$2.42K +226 +8%
MCC
59
Money Concepts Capital
Florida
$28.8K +$20.3K +1,900 +299%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$28.1K -$20.9K -1,956 -44%
BAM
61
Bellevue Asset Management
Washington
$24.9K -$1.07K -100 -4%
BEI
62
Benjamin Edwards Inc
Missouri
$23K
RCM
63
Raleigh Capital Management
North Carolina
$20.9K -$2.42K -226 -11%
OIA
64
Optimum Investment Advisors
Illinois
$17K
GWM
65
Geneos Wealth Management
Colorado
$16.5K
BAM
66
Belpointe Asset Management
Nevada
$9.2K +$8.66K +810 New
Creative Planning
67
Creative Planning
Kansas
$8.97K +$8.44K +790 New
LFG
68
Larson Financial Group
Missouri
$4.92K
PGAM
69
Princeton Global Asset Management
New Jersey
$4K
SWM
70
Spire Wealth Management
Virginia
$4K
IGWM
71
ICA Group Wealth Management
Colorado
$1.41K +$1.32K +124 New
CMP
72
Coston McIsaac & Partners
Maine
$17
OFS
73
OneAscent Financial Services
Alabama
-$568K -60,631 Closed
EH
74
Equitable Holdings
New York
-$318K -34,000 Closed
CS
75
Credit Suisse
Switzerland
-$217K -23,212 Closed

FDD Hedge Fund Activity: Q4 2022 in Review

73 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q4 2022, worth a combined $75.7M — up 6.3% from $71.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FDD positions and 11 closed out — a net gain of 2 holders — while 10 added to existing stakes and 35 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $1.12M. The largest seller was Ameriprise, cutting an estimated $2.67M.

  • 73 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $75.7M of First Trust STOXX European Select Dividend Income Fund stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 13 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q4 2022 and 11 closed out, a net change of +2 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q4 2022 was Old Mission Capital, an estimated $1.12M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q4 2022 was Ameriprise, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2022.