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First Trust STOXX European Select Dividend Income Fund

73 hedge funds and large institutions have $96.1M invested in First Trust STOXX European Select Dividend Income Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

6% more funds holding

Funds holding: 6973 (+4)

5% more capital invested

Capital invested by funds: $91.4M → $96.1M (+$4.7M)

4.07% more ownership

Funds ownership: 49.55%53.62% (+4.1%)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
23
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$146K -$134K -11,779 -47%
OPA
52
Old Port Advisors
Maine
$137K +$143K +12,568 New
FFS
53
Founders Financial Securities
Maryland
$128K -$88.3K -7,746 -40%
FPWM
54
FSB Premier Wealth Management
Iowa
$123K -$10.2K -896 -7%
TAM
55
Tucker Asset Management
Colorado
$89.1K +$32.5K +2,852 +54%
LFASL
56
Lugano Financial Advisors SA (LFA)
Switzerland
$84.6K -$6.43K -564 -7%
CAS
57
Coppell Advisory Solutions
Texas
$64.4K -$13.5K -1,185 -17%
IA
58
IFP Advisors
Florida
$36.3K
AA
59
AlphaMark Advisors
Kentucky
$31K
BEI
60
Benjamin Edwards Inc
Missouri
$27K -$34 -3 -0.1%
NS
61
NBC Securities
Alabama
$27K +$28.9K +2,530 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$26.9K
BAM
63
Bellevue Asset Management
Washington
$23.8K
RCM
64
Raleigh Capital Management
North Carolina
$21.3K +$285 +25 +1%
AssetMark Inc
65
AssetMark Inc
California
$17.2K +$18K +1,579 New
GWM
66
Geneos Wealth Management
Colorado
$16.6K +$855 +75 +5%
OIA
67
Optimum Investment Advisors
Illinois
$16.3K
CMP
68
Coston McIsaac & Partners
Maine
$16K
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$5.46K +$5.71K +501 New
LFG
70
Larson Financial Group
Missouri
$4.72K
SWM
71
Spire Wealth Management
Virginia
$4.05K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.38K +384 New
TRCT
73
Tower Research Capital (TRC)
New York
$87 +$91 +8 New
Mirae Asset Global Investments
74
Mirae Asset Global Investments
South Korea
-$2.44M -215,010 Closed
PWM
75
Prosperity Wealth Management
California
-$123K -10,801 Closed

FDD Hedge Fund Activity: Q3 2023 in Review

73 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q3 2023, worth a combined $96.1M — up 5.1% from $91.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FDD positions and 8 closed out — a net gain of 4 holders — while 23 added to existing stakes and 26 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $6.58M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $2.44M sold.

  • 73 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q3 2023, up from 69 in Q2 2023.
  • Funds reported $96.1M of First Trust STOXX European Select Dividend Income Fund stock for Q3 2023, up 5.1% quarter-over-quarter.
  • 12 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q3 2023 and 8 closed out, a net change of +4 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q3 2023 was Jane Street, an estimated $6.58M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q3 2023 was Mirae Asset Global Investments, an estimated $2.44M sold.

Based on aggregated 13F filings for Q3 2023.