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First Trust STOXX European Select Dividend Income Fund

70 hedge funds and large institutions have $120M invested in First Trust STOXX European Select Dividend Income Fund in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

12% more capital invested

Capital invested by funds: $107M → $120M (+$13.2M)

3% more funds holding

Funds holding: 6870 (+2)

0.14% more ownership

Funds ownership: 36.52%36.66% (+0.14%)

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
20
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$38.5M -$614K -45,864 -2%
UBS Group
2
UBS Group
Switzerland
$18.1M +$346K +25,835 +2%
Wells Fargo
3
Wells Fargo
California
$10.8M +$3.03M +226,862 +42%
LPL Financial
4
LPL Financial
California
$7.02M +$720K +53,839 +12%
Bank of America
5
Bank of America
North Carolina
$6.77M -$3.46M -258,454 -35%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$6.33M +$27.7K +2,074 +0.5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.48M +$782K +58,453 +49%
RJA
8
Raymond James & Associates
Florida
$2.47M -$1.52K -114 -0.1%
Ameriprise
9
Ameriprise
Minnesota
$2.34M -$75.5K -5,647 -3%
MMHP
10
Murphy Middleton Hinkle & Parker
Georgia
$1.82M +$21.9K +1,638 +1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.74M -$470K -35,150 -22%
SI
12
Stephens Inc
Arkansas
$1.62M -$16.7K -1,250 -1%
Citigroup
13
Citigroup
New York
$1.39M -$175K -13,089 -12%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$1.21M +$650K +48,600 +130%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.11M +$83K +6,203 +9%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.1M +$73.5K +5,492 +8%
MCP
17
Mirador Capital Partners
California
$926K +$883K +65,980 New
IP
18
Intellectus Partners
California
$850K +$72.8K +5,441 +10%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$847K -$62.2K -4,650 -7%
Citadel Advisors
20
Citadel Advisors
Florida
$842K +$802K +59,961 New
WA
21
Wealth Advisors
California
$831K +$776K +57,985 New
AG
22
Advisor Group
Arizona
$797K -$28.9K -2,159 -4%
BKA
23
Brick & Kyle Associates
Pennsylvania
$759K +$1.1K +82 +0.2%
GLR
24
Great Lakes Retirement
Ohio
$741K +$705K +52,704 New
Truist Financial
25
Truist Financial
North Carolina
$738K +$703K +52,573 New

FDD Hedge Fund Activity: Q4 2019 in Review

70 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q4 2019, worth a combined $120M — up 12% from $107M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FDD positions and 11 closed out — a net gain of 3 holders — while 20 added to existing stakes and 24 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.03M. The largest seller was Bank of America, cutting an estimated $3.46M.

  • 70 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q4 2019, up from 68 in Q3 2019.
  • Funds reported $120M of First Trust STOXX European Select Dividend Income Fund stock for Q4 2019, up 12% quarter-over-quarter.
  • 14 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q4 2019 and 11 closed out, a net change of +3 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q4 2019 was Wells Fargo, an estimated $3.03M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q4 2019 was Bank of America, an estimated $3.46M sold.

Based on aggregated 13F filings for Q4 2019.