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First Trust STOXX European Select Dividend Income Fund

56 hedge funds and large institutions have $87.4M invested in First Trust STOXX European Select Dividend Income Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

7% more capital invested

Capital invested by funds: $81.4M → $87.4M (+$6M)

1.14% more ownership

Funds ownership: 37.42%38.55% (+1.1%)

3% less funds holding

Funds holding: 5856 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
21
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$28.1M +$30.5K +2,251 +0.1%
UBS Group
2
UBS Group
Switzerland
$12.4M -$1.72M -126,852 -13%
Wells Fargo
3
Wells Fargo
California
$11.7M +$2.84M +209,635 +34%
Bank of America
4
Bank of America
North Carolina
$5.39M -$760K -56,062 -13%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.85M +$94.3K +6,952 +3%
LPL Financial
6
LPL Financial
California
$3.23M -$400K -29,497 -11%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$2.19M
Ameriprise
8
Ameriprise
Minnesota
$2.04M -$280K -20,655 -13%
SPIA
9
Steward Partners Investment Advisory
New York
$2M +$105K +7,759 +6%
MMHP
10
Murphy Middleton Hinkle & Parker
Georgia
$1.68M -$137K -10,124 -8%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.38M -$66.8K -4,926 -5%
SI
12
Stephens Inc
Arkansas
$1.24M -$2.71K -200 -0.2%
FTUS
13
Flow Traders U.S.
New York
$932K +$752K +55,488 +527%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$918K +$269K +19,830 +44%
RJA
15
Raymond James & Associates
Florida
$684K +$129K +9,507 +24%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$680K -$148K -10,898 -18%
Citadel Advisors
17
Citadel Advisors
Florida
$640K +$356K +26,229 +137%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$564K +$86.4K +6,371 +19%
Citigroup
19
Citigroup
New York
$547K +$112K +8,246 +27%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$547K +$137K +10,129 +35%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$544K +$150K +11,040 +40%
OMC
22
Old Mission Capital
Illinois
$525K +$179K +13,205 +55%
BKA
23
Brick & Kyle Associates
Pennsylvania
$428K -$77.2K -5,697 -16%
Truist Financial
24
Truist Financial
North Carolina
$425K -$4.39K -324 -1%
BRWA
25
B. Riley Wealth Advisors
Florida
$411K +$51.9K +3,829 +15%

FDD Hedge Fund Activity: Q1 2021 in Review

56 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q1 2021, worth a combined $87.4M — up 7.4% from $81.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FDD and 6 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 21 added.

The largest buyer was Wells Fargo, adding an estimated $2.84M. The largest seller was Kestra Private Wealth Services, exiting entirely with an estimated $3.21M sold.

  • 56 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q1 2021, down from 58 in Q4 2020.
  • Funds reported $87.4M of First Trust STOXX European Select Dividend Income Fund stock for Q1 2021, up 7.4% quarter-over-quarter.
  • 6 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q1 2021 and 8 closed out, a net change of -2 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q1 2021 was Wells Fargo, an estimated $2.84M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q1 2021 was Kestra Private Wealth Services, an estimated $3.21M sold.

Based on aggregated 13F filings for Q1 2021.