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First Trust STOXX European Select Dividend Income Fund

68 hedge funds and large institutions have $138M invested in First Trust STOXX European Select Dividend Income Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $129M → $138M (+$8.78M)

5% more funds holding

Funds holding: 6568 (+3)

1.92% more ownership

Funds ownership: 44.86%46.77% (+1.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
36
Reduced
11
Closed
6
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.4M +$623K +42,625 +2%
Wells Fargo
2
Wells Fargo
California
$14.6M +$3.1M +212,033 +25%
UBS Group
3
UBS Group
Switzerland
$14M +$270K +18,460 +2%
LPL Financial
4
LPL Financial
California
$7.83M +$1.13M +77,242 +16%
SFWA
5
Summit Financial Wealth Advisors
Louisiana
$6.49M +$308K +21,084 +5%
Bank of America
6
Bank of America
North Carolina
$5.84M +$325K +22,262 +6%
GI
7
Gradient Investments
Minnesota
$5.79M +$269K +18,433 +5%
Ameriprise
8
Ameriprise
Minnesota
$5.4M +$3.6M +246,279 +173%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$4.43M
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$4.14M +$127K +8,668 +3%
WA
11
WestEnd Advisors
North Carolina
$3.93M
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.02M +$1.84M +125,849 +138%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$2.78M +$28.3K +1,936 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.02M +$83K +5,681 +4%
MMHP
15
Murphy Middleton Hinkle & Parker
Georgia
$1.67M +$6.55K +448 +0.4%
SPIA
16
Steward Partners Investment Advisory
New York
$1.63M +$47.8K +3,273 +3%
SPL
17
Smart Portfolios LLC
Washington
$1.56M +$1.65M +112,587 New
SI
18
Stephens Inc
Arkansas
$1.15M
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.09M +$175K +12,001 +18%
RJA
20
Raymond James & Associates
Florida
$953K +$61.3K +4,198 +7%
KWM
21
Kingsview Wealth Management
Oregon
$788K +$828K +56,680 New
EH
22
Equitable Holdings
New York
$742K +$264K +18,100 +51%
SPC
23
Sigma Planning Corp
Michigan
$702K -$87.5K -5,985 -11%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$641K -$4.12K -282 -0.6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$562K +$18.5K +1,266 +3%

FDD Hedge Fund Activity: Q3 2021 in Review

68 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q3 2021, worth a combined $138M — up 6.8% from $129M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FDD positions and 6 closed out — a net gain of 3 holders — while 36 added to existing stakes and 11 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.6M. The largest seller was Greenwood Capital Associates, exiting entirely with an estimated $1.21M sold.

  • 68 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q3 2021, up from 65 in Q2 2021.
  • Funds reported $138M of First Trust STOXX European Select Dividend Income Fund stock for Q3 2021, up 6.8% quarter-over-quarter.
  • 9 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q3 2021 and 6 closed out, a net change of +3 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q3 2021 was Ameriprise, an estimated $3.6M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q3 2021 was Greenwood Capital Associates, an estimated $1.21M sold.

Based on aggregated 13F filings for Q3 2021.