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First Trust STOXX European Select Dividend Income Fund

65 hedge funds and large institutions have $129M invested in First Trust STOXX European Select Dividend Income Fund in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

48% more capital invested

Capital invested by funds: $87.4M → $129M (+$41.7M)

16% more funds holding

Funds holding: 5665 (+9)

6.3% more ownership

Funds ownership: 38.55%44.86% (+6.3%)

Holders
65
Holders Change
+9
Holders Change %
+16.07%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
27
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$38.3M +$9.86M +663,406 +33%
UBS Group
2
UBS Group
Switzerland
$14.3M +$1.6M +107,912 +12%
Wells Fargo
3
Wells Fargo
California
$12.1M +$181K +12,196 +1%
LPL Financial
4
LPL Financial
California
$7.02M +$3.82M +257,272 +113%
SFWA
5
Summit Financial Wealth Advisors
Louisiana
$6.45M +$6.63M +445,896 New
GI
6
Gradient Investments
Minnesota
$5.76M +$5.92M +398,285 New
Bank of America
7
Bank of America
North Carolina
$5.76M +$246K +16,554 +4%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$4.61M +$2.44M +164,200 +106%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$4.18M +$239K +16,044 +6%
WA
10
WestEnd Advisors
North Carolina
$3.93M
Baird Financial Group
11
Baird Financial Group
Wisconsin
$2.87M +$2.95M +198,246 New
Ameriprise
12
Ameriprise
Minnesota
$2.06M -$11K -740 -0.5%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.02M +$623K +41,906 +43%
MMHP
14
Murphy Middleton Hinkle & Parker
Georgia
$1.73M +$6.69K +450 +0.4%
SPIA
15
Steward Partners Investment Advisory
New York
$1.65M -$408K -27,469 -19%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.32M +$786K +52,895 +137%
GCA
17
Greenwood Capital Associates
South Carolina
$1.21M +$1.24M +83,542 New
SI
18
Stephens Inc
Arkansas
$1.2M -$74.3K -5,000 -6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$961K +$22.5K +1,511 +2%
RJA
20
Raymond James & Associates
Florida
$930K +$237K +15,913 +33%
SPC
21
Sigma Planning Corp
Michigan
$816K +$478K +32,167 +132%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$671K -$25.4K -1,711 -4%
Citigroup
23
Citigroup
New York
$622K +$64.1K +4,314 +11%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$566K -$11.3K -759 -2%
EH
25
Equitable Holdings
New York
$510K +$524K +35,250 New

FDD Hedge Fund Activity: Q2 2021 in Review

65 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q2 2021, worth a combined $129M — up 48% from $87.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FDD positions and 5 closed out — a net gain of 9 holders — while 27 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.86M. The largest seller was Flow Traders U.S., cutting an estimated $763K.

  • 65 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q2 2021, up from 56 in Q1 2021.
  • Funds reported $129M of First Trust STOXX European Select Dividend Income Fund stock for Q2 2021, up 48% quarter-over-quarter.
  • 14 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q2 2021 and 5 closed out, a net change of +9 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q2 2021 was Morgan Stanley, an estimated $9.86M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q2 2021 was Flow Traders U.S., an estimated $763K sold.

Based on aggregated 13F filings for Q2 2021.