We are live on ! Find out more
FDD icon

First Trust STOXX European Select Dividend Income Fund

73 hedge funds and large institutions have $96.1M invested in First Trust STOXX European Select Dividend Income Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

6% more funds holding

Funds holding: 6973 (+4)

5% more capital invested

Capital invested by funds: $91.4M → $96.1M (+$4.7M)

4.07% more ownership

Funds ownership: 49.55%53.62% (+4.1%)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
23
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.6M +$2.51M +220,134 +12%
UBS Group
2
UBS Group
Switzerland
$9.56M -$423K -37,091 -4%
SMF
3
Sterling Manor Financial
New York
$8.74M +$127K +11,093 +1%
Jane Street
4
Jane Street
New York
$6.28M +$6.58M +576,681 New
Ameriprise
5
Ameriprise
Minnesota
$5.36M -$240K -21,066 -4%
IP
6
Intellectus Partners
California
$4.34M +$377K +33,048 +9%
LPL Financial
7
LPL Financial
California
$4.27M -$45.5K -3,989 -1%
Wells Fargo
8
Wells Fargo
California
$3.46M +$58K +5,084 +2%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.91M -$422 -37 -0%
Bank of America
10
Bank of America
North Carolina
$2.72M -$380K -33,339 -12%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.43M +$6.66K +584 +0.3%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.75M +$579K +50,729 +46%
HI
13
Harbour Investments
Wisconsin
$1.64M +$45.5K +3,988 +3%
Citadel Advisors
14
Citadel Advisors
Florida
$1.6M -$529K -46,413 -24%
ECA
15
Elevated Capital Advisors
Utah
$1.58M +$1.14M +100,077 +221%
SPL
16
Smart Portfolios LLC
Washington
$1.47M -$2.96K -260 -0.2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.31M -$668K -58,565 -33%
MMHP
18
Murphy Middleton Hinkle & Parker
Georgia
$1.3M +$2.18K +191 +0.2%
NLP
19
Next Level Private
New York
$1.08M +$99.9K +8,762 +9%
IWC
20
Integrated Wealth Concepts
Massachusetts
$868K +$73.8K +6,470 +9%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$773K +$766K +67,198 New
BCI
22
Brinker Capital Investments
Pennsylvania
$747K -$141K -12,340 -15%
OPS
23
Orion Portfolio Solutions
Nebraska
$747K -$141K -12,340 -15%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$706K +$1.86K +163 +0.3%
SI
25
Stephens Inc
Arkansas
$668K -$35.2K -3,089 -5%

FDD Hedge Fund Activity: Q3 2023 in Review

73 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q3 2023, worth a combined $96.1M — up 5.1% from $91.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FDD positions and 8 closed out — a net gain of 4 holders — while 23 added to existing stakes and 26 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $6.58M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $2.44M sold.

  • 73 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q3 2023, up from 69 in Q2 2023.
  • Funds reported $96.1M of First Trust STOXX European Select Dividend Income Fund stock for Q3 2023, up 5.1% quarter-over-quarter.
  • 12 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q3 2023 and 8 closed out, a net change of +4 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q3 2023 was Jane Street, an estimated $6.58M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q3 2023 was Mirae Asset Global Investments, an estimated $2.44M sold.

Based on aggregated 13F filings for Q3 2023.