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First Trust STOXX European Select Dividend Income Fund

73 hedge funds and large institutions have $144M invested in First Trust STOXX European Select Dividend Income Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

7% more funds holding

Funds holding: 6873 (+5)

2.25% more ownership

Funds ownership: 46.77%49.03% (+2.3%)

4% more capital invested

Capital invested by funds: $138M → $144M (+$5.74M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $38K

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
26
Reduced
22
Closed
6
Calls
Puts
$38K
Net Calls
-$38K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.5M -$2.35M -166,262 -6%
Wells Fargo
2
Wells Fargo
California
$15M -$184K -13,026 -1%
UBS Group
3
UBS Group
Switzerland
$14.7M +$222K +15,644 +2%
LPL Financial
4
LPL Financial
California
$10.7M +$2.54M +179,502 +32%
SFWA
5
Summit Financial Wealth Advisors
Louisiana
$7.34M +$525K +37,099 +8%
Bank of America
6
Bank of America
North Carolina
$6.29M +$227K +16,058 +4%
GI
7
Gradient Investments
Minnesota
$6.09M +$82.8K +5,846 +1%
Ameriprise
8
Ameriprise
Minnesota
$5.14M -$460K -32,497 -8%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$4.6M
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$4.54M +$245K +17,310 +6%
SPIA
11
Steward Partners Investment Advisory
New York
$3.19M +$1.47M +103,466 +88%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.92M -$212K -14,956 -7%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$2.9M +$11K +779 +0.4%
SPL
14
Smart Portfolios LLC
Washington
$2.04M +$404K +28,545 +25%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.99M -$111K -7,870 -5%
MMHP
16
Murphy Middleton Hinkle & Parker
Georgia
$1.71M -$19.8K -1,401 -1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.67M +$532K +37,558 +48%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.25M +$778K +54,906 +172%
SI
19
Stephens Inc
Arkansas
$1.12M -$75.1K -5,300 -6%
CCA
20
Cottonwood Capital Advisors
Utah
$1.08M +$1.06M +74,889 New
RJA
21
Raymond James & Associates
Florida
$907K -$80.3K -5,669 -8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$759K +$92.1K +6,505 +14%
BKA
23
Brick & Kyle Associates
Pennsylvania
$736K +$363K +25,639 +101%
OMC
24
Old Mission Capital
Illinois
$685K +$408K +28,815 +154%
SPC
25
Sigma Planning Corp
Michigan
$680K -$47.1K -3,327 -7%

FDD Hedge Fund Activity: Q4 2021 in Review

73 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q4 2021, worth a combined $144M — up 4.2% from $138M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FDD positions and 6 closed out — a net gain of 6 holders — while 26 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.54M. The largest seller was Morgan Stanley, cutting an estimated $2.35M.

  • 73 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q4 2021, up from 68 in Q3 2021.
  • Funds reported $144M of First Trust STOXX European Select Dividend Income Fund stock for Q4 2021, up 4.2% quarter-over-quarter.
  • 12 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q4 2021 and 6 closed out, a net change of +6 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q4 2021 was LPL Financial, an estimated $2.54M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q4 2021 was Morgan Stanley, an estimated $2.35M sold.

Based on aggregated 13F filings for Q4 2021.