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First Trust STOXX European Select Dividend Income Fund

73 hedge funds and large institutions have $75.7M invested in First Trust STOXX European Select Dividend Income Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $71.1M → $75.7M (+$4.51M)

0% more funds holding

Funds holding: 7373 (0)

0.67% less ownership

Funds ownership: 44.19%43.52% (-0.67%)

71% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 35

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
10
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.2M -$1.79M -167,617 -11%
UBS Group
2
UBS Group
Switzerland
$12.9M -$1.38M -128,814 -10%
Ameriprise
3
Ameriprise
Minnesota
$4.38M -$2.67M -249,683 -39%
IP
4
Intellectus Partners
California
$4.26M +$713K +66,683 +22%
Bank of America
5
Bank of America
North Carolina
$3.33M -$211K -19,704 -6%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$3.03M -$551K -51,554 -16%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.75M -$114K -10,708 -4%
OMC
8
Old Mission Capital
Illinois
$2.64M +$1.12M +104,835 +82%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$2.44M
LPL Financial
10
LPL Financial
California
$2.12M -$130K -12,179 -6%
Jane Street
11
Jane Street
New York
$1.99M -$2M -187,506 -52%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.94M +$240K +22,412 +15%
SPL
13
Smart Portfolios LLC
Washington
$1.56M +$1.47M +137,312 New
MMHP
14
Murphy Middleton Hinkle & Parker
Georgia
$1.34M -$182 -17 -0%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.19M -$386K -36,076 -26%
HI
16
Harbour Investments
Wisconsin
$1.19M +$377K +35,313 +51%
Wells Fargo
17
Wells Fargo
California
$1.12M -$2.65M -247,617 -72%
OPS
18
Orion Portfolio Solutions
Nebraska
$1.01M +$224K +20,958 +31%
IWC
19
Integrated Wealth Concepts
Massachusetts
$770K +$548K +51,236 +310%
SI
20
Stephens Inc
Arkansas
$734K -$75.8K -7,090 -10%
CCA
21
Cottonwood Capital Advisors
Utah
$628K -$32.3K -3,020 -5%
KAS
22
Kestra Advisory Services
Texas
$544K +$511K +47,846 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$511K -$1.34K -125 -0.3%
RJA
24
Raymond James & Associates
Florida
$447K -$111K -10,357 -21%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$430K -$125K -11,688 -24%

FDD Hedge Fund Activity: Q4 2022 in Review

73 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q4 2022, worth a combined $75.7M — up 6.3% from $71.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FDD positions and 11 closed out — a net gain of 2 holders — while 10 added to existing stakes and 35 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $1.12M. The largest seller was Ameriprise, cutting an estimated $2.67M.

  • 73 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $75.7M of First Trust STOXX European Select Dividend Income Fund stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 13 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q4 2022 and 11 closed out, a net change of +2 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q4 2022 was Old Mission Capital, an estimated $1.12M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q4 2022 was Ameriprise, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2022.