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First Trust STOXX European Select Dividend Income Fund

72 hedge funds and large institutions have $253M invested in First Trust STOXX European Select Dividend Income Fund in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

26% more funds holding

Funds holding: 5772 (+15)

6% more capital invested

Capital invested by funds: $239M → $253M (+$14.2M)

0.83% more ownership

Funds ownership: 44.96%45.79% (+0.83%)

Holders
72
Holders Change
+15
Holders Change %
+26.32%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
26
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$90.5M +$1.48M +108,648 +2%
Morgan Stanley
2
Morgan Stanley
New York
$44.4M -$854K -62,823 -2%
Bank of America
3
Bank of America
North Carolina
$35.9M +$279K +20,507 +0.8%
Wells Fargo
4
Wells Fargo
California
$14.4M +$1.77M +129,796 +14%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7.54M -$158K -11,642 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.45M -$17.8K -1,307 -0.2%
MAP
7
Milestone Advisory Partners
North Carolina
$7.34M +$7.28M +534,891 New
LPL Financial
8
LPL Financial
California
$5.29M +$1.04M +76,792 +25%
Citigroup
9
Citigroup
New York
$4.19M +$51K +3,749 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.91M +$256K +18,829 +10%
AG
11
Advisor Group
Arizona
$2.85M +$50K +3,678 +2%
RJA
12
Raymond James & Associates
Florida
$2M +$245K +18,005 +14%
Ameriprise
13
Ameriprise
Minnesota
$1.96M +$734K +53,940 +61%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.83M +$456K +33,531 +34%
William Blair & Company
15
William Blair & Company
Illinois
$1.68M +$1.66M +122,385 New
MMHP
16
Murphy Middleton Hinkle & Parker
Georgia
$1.52M +$1.51M +110,695 New
WI
17
Wintrust Investments
Illinois
$1.42M +$49K +3,603 +4%
BTS
18
BB&T Securities
Virginia
$1.37M +$729K +53,616 +117%
BKA
19
Brick & Kyle Associates
Pennsylvania
$1.06M +$1.96K +144 +0.2%
SFG
20
SNS Financial Group
Minnesota
$1.01M -$131K -9,661 -12%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.01M -$154K -11,354 -13%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1M +$33.2K +2,438 +3%
CAN
23
Cetera Advisor Networks
California
$992K +$224K +16,446 +29%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$977K +$967K +71,123 New
IP
25
Intellectus Partners
California
$853K +$673K +49,461 +390%

FDD Hedge Fund Activity: Q4 2017 in Review

72 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q4 2017, worth a combined $253M — up 6% from $239M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FDD positions and 6 closed out — a net gain of 15 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.77M. The largest seller was SG Americas Securities, cutting an estimated $3.45M.

  • 72 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q4 2017, up from 57 in Q3 2017.
  • Funds reported $253M of First Trust STOXX European Select Dividend Income Fund stock for Q4 2017, up 6% quarter-over-quarter.
  • 21 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q4 2017 and 6 closed out, a net change of +15 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q4 2017 was Wells Fargo, an estimated $1.77M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q4 2017 was SG Americas Securities, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2017.