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First Trust STOXX European Select Dividend Income Fund

75 hedge funds and large institutions have $148M invested in First Trust STOXX European Select Dividend Income Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

3.07% more ownership

Funds ownership: 49.03%52.09% (+3.1%)

3% more funds holding

Funds holding: 7375 (+2)

3% more capital invested

Capital invested by funds: $144M → $148M (+$4.72M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $18K

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
32
Reduced
21
Closed
7
Calls
Puts
$18K
Net Calls
-$18K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.9M -$2.86M -204,206 -8%
UBS Group
2
UBS Group
Switzerland
$18.8M +$5.5M +392,356 +38%
Wells Fargo
3
Wells Fargo
California
$13.8M +$26.1K +1,863 +0.2%
GI
4
Gradient Investments
Minnesota
$9.78M +$4.39M +313,380 +74%
Ameriprise
5
Ameriprise
Minnesota
$7.69M +$3.12M +222,674 +62%
SFWA
6
Summit Financial Wealth Advisors
Louisiana
$7.57M +$920K +65,631 +13%
Bank of America
7
Bank of America
North Carolina
$5.91M +$110K +7,880 +2%
LPL Financial
8
LPL Financial
California
$5.86M -$4.23M -301,833 -41%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$4.35M +$173K +12,331 +4%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$4.3M +$70.1K +5,000 +2%
WA
11
WestEnd Advisors
North Carolina
$3.93M -$4.15K -296 Closed
SPIA
12
Steward Partners Investment Advisory
New York
$3.85M +$962K +68,646 +31%
Jane Street
13
Jane Street
New York
$3.2M +$3.21M +229,136 +1,965%
SPL
14
Smart Portfolios LLC
Washington
$2.37M +$519K +37,032 +26%
Citadel Advisors
15
Citadel Advisors
Florida
$2.25M +$1.86M +132,456 +356%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.92M +$34K +2,425 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.83M +$709K +50,583 +58%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.74M -$997K -71,146 -35%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.7M +$171K +12,192 +11%
MMHP
20
Murphy Middleton Hinkle & Parker
Georgia
$1.58M +$1.96K +140 +0.1%
HT
21
HAP Trading
New York
$1.3M +$1.37M +97,589 New
SI
22
Stephens Inc
Arkansas
$1.02M -$4.11K -293 -0.4%
CCA
23
Cottonwood Capital Advisors
Utah
$998K +$3.18K +227 +0.3%
RJA
24
Raymond James & Associates
Florida
$833K -$2.61K -186 -0.3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$760K +$63.4K +4,524 +9%

FDD Hedge Fund Activity: Q1 2022 in Review

75 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q1 2022, worth a combined $148M — up 3.3% from $144M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FDD positions and 7 closed out — a net gain of 4 holders — while 32 added to existing stakes and 21 trimmed.

The largest buyer was UBS Group, adding an estimated $5.5M. The largest seller was LPL Financial, cutting an estimated $4.23M.

  • 75 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q1 2022, up from 73 in Q4 2021.
  • Funds reported $148M of First Trust STOXX European Select Dividend Income Fund stock for Q1 2022, up 3.3% quarter-over-quarter.
  • 11 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q1 2022 and 7 closed out, a net change of +4 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q1 2022 was UBS Group, an estimated $5.5M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q1 2022 was LPL Financial, an estimated $4.23M sold.

Based on aggregated 13F filings for Q1 2022.