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First Trust STOXX European Select Dividend Income Fund

58 hedge funds and large institutions have $81.4M invested in First Trust STOXX European Select Dividend Income Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

29% more capital invested

Capital invested by funds: $63M → $81.4M (+$18.4M)

4% more funds holding

Funds holding: 5658 (+2)

2.45% more ownership

Funds ownership: 34.96%37.42% (+2.5%)

57% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 28

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
12
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.5M -$1.47M -125,182 -6%
UBS Group
2
UBS Group
Switzerland
$12.9M -$636K -54,147 -5%
Wells Fargo
3
Wells Fargo
California
$7.95M +$3.6M +306,785 +99%
Bank of America
4
Bank of America
North Carolina
$5.63M -$350K -29,833 -6%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.42M -$326K -27,730 -9%
LPL Financial
6
LPL Financial
California
$3.32M -$285K -24,271 -9%
KPWS
7
Kestra Private Wealth Services
Texas
$3.21M +$2.89M +245,785 New
Ameriprise
8
Ameriprise
Minnesota
$2.11M -$21.8K -1,858 -1%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$1.99M +$636K +54,200 +54%
SPIA
10
Steward Partners Investment Advisory
New York
$1.72M +$1.53M +130,322 +3,713%
MMHP
11
Murphy Middleton Hinkle & Parker
Georgia
$1.66M +$4.72K +402 +0.3%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.32M -$386K -32,862 -24%
SI
13
Stephens Inc
Arkansas
$1.13M -$17.8K -1,516 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$759K -$105K -8,933 -13%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$581K +$35.8K +3,049 +7%
RJA
16
Raymond James & Associates
Florida
$501K +$3.92K +334 +0.9%
BKA
17
Brick & Kyle Associates
Pennsylvania
$463K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$432K -$14.4K -1,224 -4%
Truist Financial
19
Truist Financial
North Carolina
$392K -$56.4K -4,802 -14%
Citigroup
20
Citigroup
New York
$392K +$207K +17,631 +137%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$368K -$239K -20,343 -42%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$353K +$74K +6,299 +30%
BFG
23
Berger Financial Group
Minnesota
$336K +$307K +26,117 New
Jane Street
24
Jane Street
New York
$329K -$265K -22,550 -47%
BRWA
25
B. Riley Wealth Advisors
Florida
$325K -$5.19K -442 -2%

FDD Hedge Fund Activity: Q4 2020 in Review

58 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q4 2020, worth a combined $81.4M — up 29% from $63M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FDD positions and 9 closed out — a net gain of 3 holders — while 12 added to existing stakes and 28 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.6M. The largest seller was Citadel Advisors, cutting an estimated $1.72M.

  • 58 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q4 2020, up from 56 in Q3 2020.
  • Funds reported $81.4M of First Trust STOXX European Select Dividend Income Fund stock for Q4 2020, up 29% quarter-over-quarter.
  • 12 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q4 2020 and 9 closed out, a net change of +3 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q4 2020 was Wells Fargo, an estimated $3.6M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q4 2020 was Citadel Advisors, an estimated $1.72M sold.

Based on aggregated 13F filings for Q4 2020.