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First Trust STOXX European Select Dividend Income Fund

72 hedge funds and large institutions have $88.4M invested in First Trust STOXX European Select Dividend Income Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

17% more capital invested

Capital invested by funds: $75.7M → $88.4M (+$12.7M)

3.95% more ownership

Funds ownership: 43.52%47.47% (+3.9%)

1% less funds holding

Funds holding: 7372 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
25
Reduced
20
Closed
9
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.9M +$6.48M +536,025 +38%
UBS Group
2
UBS Group
Switzerland
$10.5M -$2.79M -230,986 -20%
Ameriprise
3
Ameriprise
Minnesota
$4.53M +$30.9K +2,554 +0.7%
LPL Financial
4
LPL Financial
California
$4.43M +$2.34M +193,503 +104%
IP
5
Intellectus Partners
California
$4M -$381K -31,528 -8%
Wells Fargo
6
Wells Fargo
California
$3.58M +$2.52M +208,633 +212%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$3.28M +$178K +14,722 +6%
Jane Street
8
Jane Street
New York
$3.2M +$1.2M +99,157 +57%
Bank of America
9
Bank of America
North Carolina
$3.14M -$280K -23,190 -8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.56M -$275K -22,777 -9%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$2.51M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.02M +$32.1K +2,657 +2%
SPL
13
Smart Portfolios LLC
Washington
$1.58M -$25.2K -2,088 -2%
OMC
14
Old Mission Capital
Illinois
$1.56M -$1.2M -99,203 -43%
HI
15
Harbour Investments
Wisconsin
$1.53M +$316K +26,170 +25%
Citadel Advisors
16
Citadel Advisors
Florida
$1.45M +$1.15M +94,883 +321%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.39M +$166K +13,762 +13%
MMHP
18
Murphy Middleton Hinkle & Parker
Georgia
$1.38M +$1.28K +106 +0.1%
OPS
19
Orion Portfolio Solutions
Nebraska
$1.06M +$25.5K +2,108 +2%
BCI
20
Brinker Capital Investments
Pennsylvania
$1.06M +$1.1M +90,913 New
IWC
21
Integrated Wealth Concepts
Massachusetts
$865K +$76.9K +6,363 +9%
SI
22
Stephens Inc
Arkansas
$754K
BAM
23
Belpointe Asset Management
Nevada
$743K +$760K +62,882 +7,763%
CCA
24
Cottonwood Capital Advisors
Utah
$569K -$78.5K -6,491 -12%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$505K +$64.9K +5,372 +14%

FDD Hedge Fund Activity: Q1 2023 in Review

72 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q1 2023, worth a combined $88.4M — up 17% from $75.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FDD and 8 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 25 added.

The largest buyer was Morgan Stanley, adding an estimated $6.48M. The largest seller was UBS Group, cutting an estimated $2.79M.

  • 72 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q1 2023, down from 73 in Q4 2022.
  • Funds reported $88.4M of First Trust STOXX European Select Dividend Income Fund stock for Q1 2023, up 17% quarter-over-quarter.
  • 8 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q1 2023 and 9 closed out, a net change of -1 holder.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q1 2023 was Morgan Stanley, an estimated $6.48M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q1 2023 was UBS Group, an estimated $2.79M sold.

Based on aggregated 13F filings for Q1 2023.