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First Trust STOXX European Select Dividend Income Fund

57 hedge funds and large institutions have $239M invested in First Trust STOXX European Select Dividend Income Fund in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

13% more capital invested

Capital invested by funds: $212M → $239M (+$26.9M)

1.64% less ownership

Funds ownership: 46.59%44.96% (-1.6%)

3% less funds holding

Funds holding: 5957 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
28
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$88.4M +$8.88M +667,033 +11%
Morgan Stanley
2
Morgan Stanley
New York
$44.9M +$3.73M +280,342 +9%
Bank of America
3
Bank of America
North Carolina
$35.3M +$3.15M +236,310 +10%
Wells Fargo
4
Wells Fargo
California
$12.5M -$157K -11,774 -1%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7.65M +$761K +57,168 +11%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.42M +$331K +24,852 +5%
LPL Financial
7
LPL Financial
California
$4.21M +$504K +37,876 +14%
Citigroup
8
Citigroup
New York
$4.11M +$784K +58,913 +24%
SG Americas Securities
9
SG Americas Securities
New York
$3.83M +$3.74M +280,777 New
AG
10
Advisor Group
Arizona
$2.77M -$3.83M -287,912 -59%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.63M +$617K +46,304 +32%
Jane Street
12
Jane Street
New York
$2.22M +$1.62M +121,765 +297%
RJA
13
Raymond James & Associates
Florida
$1.74M -$20.9K -1,567 -1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.36M +$100K +7,544 +8%
WI
15
Wintrust Investments
Illinois
$1.36M -$145K -10,898 -10%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.22M -$197K -14,794 -14%
Ameriprise
17
Ameriprise
Minnesota
$1.21M +$536K +40,284 +83%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.16M +$41.1K +3,083 +4%
SFG
19
SNS Financial Group
Minnesota
$1.14M -$112K -8,403 -9%
BKA
20
Brick & Kyle Associates
Pennsylvania
$1.05M +$26K +1,952 +3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$966K +$295K +22,142 +46%
Citadel Advisors
22
Citadel Advisors
Florida
$945K -$220K -16,491 -19%
JIP
23
Jaffetilchin Investment Partners
Florida
$896K +$519K +38,950 +146%
CAN
24
Cetera Advisor Networks
California
$760K +$542K +40,712 +269%
DADC
25
D.A. Davidson & Co
Montana
$737K +$55.7K +4,180 +8%

FDD Hedge Fund Activity: Q3 2017 in Review

57 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q3 2017, worth a combined $239M — up 13% from $212M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FDD and 4 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 28 added.

The largest buyer was UBS Group, adding an estimated $8.88M. The largest seller was Advisor Group, cutting an estimated $3.83M.

  • 57 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q3 2017, down from 59 in Q2 2017.
  • Funds reported $239M of First Trust STOXX European Select Dividend Income Fund stock for Q3 2017, up 13% quarter-over-quarter.
  • 4 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q3 2017 and 5 closed out, a net change of -1 holder.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q3 2017 was UBS Group, an estimated $8.88M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q3 2017 was Advisor Group, an estimated $3.83M sold.

Based on aggregated 13F filings for Q3 2017.