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First Trust STOXX European Select Dividend Income Fund

51 hedge funds and large institutions have $131M invested in First Trust STOXX European Select Dividend Income Fund in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

81% more capital invested

Capital invested by funds: $72.1M → $131M (+$58.5M)

16% more funds holding

Funds holding: 4451 (+7)

0.38% less ownership

Funds ownership: 45.65%45.27% (-0.38%)

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
25
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$47.1M +$31.2M +2,583,579 +209%
Morgan Stanley
2
Morgan Stanley
New York
$31.2M +$9.36M +774,219 +44%
Bank of America
3
Bank of America
North Carolina
$13.7M +$4.76M +393,715 +55%
Wells Fargo
4
Wells Fargo
California
$9.19M +$4.62M +382,282 +106%
HighTower Advisors
5
HighTower Advisors
Illinois
$2.99M +$309K +25,539 +12%
Citigroup
6
Citigroup
New York
$2.48M +$2.42M +200,003 +33,334%
LPL Financial
7
LPL Financial
California
$2.33M +$132K +10,921 +6%
Jane Street
8
Jane Street
New York
$2.29M +$2.24M +185,648 New
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.76M +$259K +21,393 +18%
AG
10
Advisor Group
Arizona
$1.34M -$25.2K -2,084 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.26M +$169K +13,968 +16%
SFG
12
SNS Financial Group
Minnesota
$1.24M -$652K -53,933 -35%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.22M +$850K +70,336 +244%
WI
14
Wintrust Investments
Illinois
$1.12M +$676K +55,950 +162%
RJA
15
Raymond James & Associates
Florida
$1.04M +$223K +18,424 +28%
JP Morgan Chase
16
JP Morgan Chase
New York
$847K +$295K +24,374 +55%
BKA
17
Brick & Kyle Associates
Pennsylvania
$828K +$810K +67,025 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$811K +$608K +50,306 +328%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$786K +$262K +21,712 +52%
SI
20
Stephens Inc
Arkansas
$764K +$50.3K +4,165 +7%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$663K +$178K +14,707 +38%
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$622K +$32.4K +2,680 +6%
JIP
23
Jaffetilchin Investment Partners
Florida
$465K +$455K +37,620 New
Ameriprise
24
Ameriprise
Minnesota
$440K -$19.1K -1,582 -4%
DADC
25
D.A. Davidson & Co
Montana
$436K +$427K +35,348 New

FDD Hedge Fund Activity: Q1 2017 in Review

51 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q1 2017, worth a combined $131M — up 81% from $72.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FDD positions and 4 closed out — a net gain of 8 holders — while 25 added to existing stakes and 7 trimmed.

The largest buyer was UBS Group, adding an estimated $31.2M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $5.47M sold.

  • 51 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q1 2017, up from 44 in Q4 2016.
  • Funds reported $131M of First Trust STOXX European Select Dividend Income Fund stock for Q1 2017, up 81% quarter-over-quarter.
  • 12 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q1 2017 and 4 closed out, a net change of +8 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q1 2017 was UBS Group, an estimated $31.2M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q1 2017 was Brinker Capital Investments, an estimated $5.47M sold.

Based on aggregated 13F filings for Q1 2017.