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First Trust STOXX European Select Dividend Income Fund

79 hedge funds and large institutions have $67.9M invested in First Trust STOXX European Select Dividend Income Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

13% more funds holding

Funds holding: 7079 (+9)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less ownership

Funds ownership: 46.93%43.93% (-3%)

11% less capital invested

Capital invested by funds: $76M → $67.9M (-$8.1M)

Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
28
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.9M -$3.89M -319,373 -19%
IP
2
Intellectus Partners
California
$5.95M +$80.1K +6,572 +1%
Ameriprise
3
Ameriprise
Minnesota
$5.01M -$130K -10,668 -2%
Wells Fargo
4
Wells Fargo
California
$3.61M +$631K +51,806 +20%
LPL Financial
5
LPL Financial
California
$2.94M -$502K -41,197 -14%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.55M -$74K -6,073 -3%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.34M +$19.4K +1,590 +0.8%
Bank of America
8
Bank of America
North Carolina
$2.24M -$231K -18,928 -9%
UBS Group
9
UBS Group
Switzerland
$1.93M -$369K -30,331 -16%
HI
10
Harbour Investments
Wisconsin
$1.83M +$117K +9,590 +7%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.75M +$754K +61,879 +71%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.61M +$148K +12,163 +10%
NLP
13
Next Level Private
New York
$1.38M +$197K +16,206 +16%
MMHP
14
Murphy Middleton Hinkle & Parker
Georgia
$1.28M -$1.58K -130 -0.1%
HPC
15
Hobart Private Capital
North Carolina
$1.09M +$327K +26,885 +40%
IWC
16
Integrated Wealth Concepts
Massachusetts
$1.09M -$73.8K -6,060 -6%
NIWA
17
New Insight Wealth Advisors
California
$1.03M -$897K -73,670 -45%
Citadel Advisors
18
Citadel Advisors
Florida
$861K +$154K +12,669 +21%
BWA
19
BlueChip Wealth Advisors
Georgia
$812K +$206K +16,894 +32%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$710K +$20.4K +1,673 +3%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$663K -$25.6K -2,100 -4%
ECA
22
Elevated Capital Advisors
Utah
$656K -$1.2M -98,700 -64%
EH
23
Equitable Holdings
New York
$649K +$100K +8,250 +17%
BCI
24
Brinker Capital Investments
Pennsylvania
$604K -$43.8K -3,594 -7%
OPS
25
Orion Portfolio Solutions
Nebraska
$604K -$43.8K -3,594 -7%

FDD Hedge Fund Activity: Q2 2024 in Review

79 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q2 2024, worth a combined $67.9M — down 11% from $76M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FDD positions and 4 closed out — a net gain of 9 holders — while 28 added to existing stakes and 26 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $754K. The largest seller was Morgan Stanley, cutting an estimated $3.89M.

  • 79 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q2 2024, up from 70 in Q1 2024.
  • Funds reported $67.9M of First Trust STOXX European Select Dividend Income Fund stock for Q2 2024, down 11% quarter-over-quarter.
  • 13 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q2 2024 and 4 closed out, a net change of +9 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q2 2024 was Susquehanna International Group, an estimated $754K added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q2 2024 was Morgan Stanley, an estimated $3.89M sold.

Based on aggregated 13F filings for Q2 2024.