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First Trust STOXX European Select Dividend Income Fund

78 hedge funds and large institutions have $73.2M invested in First Trust STOXX European Select Dividend Income Fund in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $67.9M → $73.2M (+$5.32M)

1.85% more ownership

Funds ownership: 43.93%45.79% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 7978 (-1)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
25
Reduced
32
Closed
10
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.4M -$520K -42,709 -3%
IP
2
Intellectus Partners
California
$6.64M +$303K +24,872 +5%
Ameriprise
3
Ameriprise
Minnesota
$5.26M -$81.4K -6,676 -2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.29M +$1.54M +126,760 +58%
Wells Fargo
5
Wells Fargo
California
$4.27M +$414K +33,939 +11%
LPL Financial
6
LPL Financial
California
$3.84M +$701K +57,493 +23%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.72M +$229K +18,813 +9%
UBS Group
8
UBS Group
Switzerland
$2.72M +$655K +53,740 +33%
HI
9
Harbour Investments
Wisconsin
$1.97M +$25.4K +2,081 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.84M +$127K +10,450 +8%
Bank of America
11
Bank of America
North Carolina
$1.61M -$751K -61,586 -32%
NLP
12
Next Level Private
New York
$1.58M +$115K +9,434 +8%
TWM
13
TCFG Wealth Management
California
$1.4M +$1.37M +112,601 New
MMHP
14
Murphy Middleton Hinkle & Parker
Georgia
$1.36M -$9.2K -755 -0.7%
HPC
15
Hobart Private Capital
North Carolina
$1.34M +$169K +13,872 +15%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.28M -$563K -46,171 -31%
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.13M -$30.4K -2,496 -3%
EH
18
Equitable Holdings
New York
$1.05M +$355K +29,100 +53%
BWA
19
BlueChip Wealth Advisors
Georgia
$827K -$36.2K -2,973 -4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$719K -$35.7K -2,929 -5%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$702K -$3.11K -255 -0.5%
ECA
22
Elevated Capital Advisors
Utah
$695K -$2.44K -200 -0.4%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$634K +$21.6K +1,773 +4%
BCI
24
Brinker Capital Investments
Pennsylvania
$586K -$55.4K -4,549 -9%
OPS
25
Orion Portfolio Solutions
Nebraska
$586K -$55.4K -4,549 -9%

FDD Hedge Fund Activity: Q3 2024 in Review

78 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q3 2024, worth a combined $73.2M — up 7.8% from $67.9M a quarter earlier.

Fund positioning in FDD was balanced in Q3 2024: 10 funds opened new positions, 10 closed out, 25 added to existing stakes and 32 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.54M. The largest seller was Citadel Advisors, exiting entirely with an estimated $861K sold.

  • 78 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q3 2024, down from 79 in Q2 2024.
  • Funds reported $73.2M of First Trust STOXX European Select Dividend Income Fund stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 10 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q3 2024 and 10 closed out, a net change of 0 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $1.54M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q3 2024 was Citadel Advisors, an estimated $861K sold.

Based on aggregated 13F filings for Q3 2024.