We are live on ! Find out more
FDD icon

First Trust STOXX European Select Dividend Income Fund

42 hedge funds and large institutions have $92.7M invested in First Trust STOXX European Select Dividend Income Fund in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

14% more capital invested

Capital invested by funds: $81.6M → $92.7M (+$11.2M)

1.84% more ownership

Funds ownership: 46.23%48.07% (+1.8%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 4342 (-1)

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.9M +$2.97M +221,805 +13%
Wells Fargo
2
Wells Fargo
California
$16.4M +$6.04M +451,680 +57%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15.5M +$2.92M +218,188 +23%
Bank of America
4
Bank of America
North Carolina
$7.2M +$1.74M +129,972 +31%
UBS Group
5
UBS Group
Switzerland
$7.16M -$813K -60,716 -10%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.71M -$15.9K -1,186 -0.6%
LPL Financial
7
LPL Financial
California
$2.39M +$518K +38,714 +27%
BTS
8
BB&T Securities
Virginia
$2.31M -$21.8K -1,628 -9%
RJA
9
Raymond James & Associates
Florida
$1.84M +$22.5K +1,679 +1%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.68M +$1.71M +127,544 New
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.67M -$128K -9,589 -7%
AIG
12
American International Group
New York
$1.52M -$281 -21 -0%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$952K +$781K +58,326 +421%
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$593K +$38.5K +2,880 +7%
CA
15
Cetera Advisors
Colorado
$538K +$543K +40,600 New
VKH
16
Virtu KCG Holdings
New York
$498K -$736K -54,994 -59%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$486K +$16.5K +1,236 +3%
UCFA
18
United Capital Financial Advisors
Texas
$408K +$210K +15,693 +109%
B
19
Baird
Wisconsin
$393K +$31.7K +2,366 +9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$299K +$883 +66 +0.3%
Ameriprise
21
Ameriprise
Minnesota
$268K +$272K +20,347 New
PAG
22
Private Advisor Group
New Jersey
$204K +$23.4K +1,751 +13%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$184K +$187K +13,971 New
Jane Street
24
Jane Street
New York
$175K -$2.34M -175,082 -93%
SPC
25
Sigma Planning Corp
Michigan
$173K -$55.4K -4,137 -24%

FDD Hedge Fund Activity: Q1 2015 in Review

42 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q1 2015, worth a combined $92.7M — up 14% from $81.6M a quarter earlier.

Fund positioning in FDD was balanced in Q1 2015: 8 funds opened new positions, 8 closed out, 15 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.04M. The largest seller was Jane Street, cutting an estimated $2.34M.

  • 42 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q1 2015, down from 43 in Q4 2014.
  • Funds reported $92.7M of First Trust STOXX European Select Dividend Income Fund stock for Q1 2015, up 14% quarter-over-quarter.
  • 8 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q1 2015 and 8 closed out, a net change of 0 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q1 2015 was Wells Fargo, an estimated $6.04M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q1 2015 was Jane Street, an estimated $2.34M sold.

Based on aggregated 13F filings for Q1 2015.