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First Trust STOXX European Select Dividend Income Fund

70 hedge funds and large institutions have $76M invested in First Trust STOXX European Select Dividend Income Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 8070 (-10)

17.54% less ownership

Funds ownership: 64.47%46.93% (-18%)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

37% less capital invested

Capital invested by funds: $120M → $76M (-$44.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

75% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 12

Holders
70
Holders Change
-10
Holders Change %
-12.5%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
25
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
51
FSB Premier Wealth Management
Iowa
$132K -$1.54K -134 -1%
PAG
52
Private Advisor Group
New Jersey
$123K -$14.4K -1,250 -11%
TAM
53
Tucker Asset Management
Colorado
$97.9K +$2.2K +191 +2%
GI
54
GAMMA Investing
California
$32.8K
BEI
55
Benjamin Edwards Inc
Missouri
$32K +$2.21K +192 +8%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$29.2K
NS
57
NBC Securities
Alabama
$29K +$58 +5 +0.2%
GWM
58
Geneos Wealth Management
Colorado
$17.2K
BAM
59
Bellevue Asset Management
Washington
$17.1K -$5.04K -438 -23%
CMP
60
Coston McIsaac & Partners
Maine
$15K -$2.99K -260 -17%
AA
61
AlphaMark Advisors
Kentucky
$12K -$20.1K -1,750 -62%
CA
62
Continuum Advisory
Idaho
$9.78K +$9.08K +789 New
IGWM
63
ICA Group Wealth Management
Colorado
$9.37K -$1.44K -125 -14%
IA
64
IFP Advisors
Florida
$8.75K
RCM
65
Raleigh Capital Management
North Carolina
$8.56K -$13.6K -1,185 -62%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$5.92K
SWM
67
Spire Wealth Management
Virginia
$4.4K
RFA
68
Register Financial Advisors
Georgia
$4.4K +$4.28K +372 New
GRP
69
Global Retirement Partners
California
$4.06K
TRCT
70
Tower Research Capital (TRC)
New York
$603 +$587 +51 New
SMF
71
Sterling Manor Financial
New York
-$7.71M -639,070 Closed
CW
72
Channel Wealth
California
-$271K -22,430 Closed
FTUS
73
Flow Traders U.S.
New York
-$246K -20,383 Closed
VF
74
Virtu Financial
New York
-$198K -16,406 Closed
MML Investors Services
75
MML Investors Services
Massachusetts
-$181K -14,978 Closed

FDD Hedge Fund Activity: Q1 2024 in Review

70 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q1 2024, worth a combined $76M — down 37% from $120M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FDD and 3 opened new positions — a net loss of 9 holders — while 33 trimmed existing stakes and 25 added.

The largest buyer was Royal Bank of Canada, adding an estimated $945K. The largest seller was Morgan Stanley, cutting an estimated $23M.

  • 70 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q1 2024, down from 80 in Q4 2023.
  • Funds reported $76M of First Trust STOXX European Select Dividend Income Fund stock for Q1 2024, down 37% quarter-over-quarter.
  • 3 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q1 2024 and 12 closed out, a net change of -9 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q1 2024 was Royal Bank of Canada, an estimated $945K added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $23M sold.

Based on aggregated 13F filings for Q1 2024.