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First Trust STOXX European Select Dividend Income Fund

77 hedge funds and large institutions have $66.2M invested in First Trust STOXX European Select Dividend Income Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

33% more call options, than puts

Call options by funds: $112K | Put options by funds: $84K

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

1.43% more ownership

Funds ownership: 45.79%47.22% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 7877 (-1)

10% less capital invested

Capital invested by funds: $73.2M → $66.2M (-$7.07M)

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
38
Reduced
19
Closed
9
Calls
$112K
Puts
$84K
Net Calls
+$28K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.1M -$2.77M -236,032 -18%
IP
2
Intellectus Partners
California
$6.53M +$555K +47,261 +9%
Ameriprise
3
Ameriprise
Minnesota
$4.74M -$834 -71 -0%
LPL Financial
4
LPL Financial
California
$3.58M +$112K +9,502 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$3.31M +$3.45M +293,717 New
Wells Fargo
6
Wells Fargo
California
$2.8M -$1.1M -94,054 -27%
UBS Group
7
UBS Group
Switzerland
$2.37M -$94.1K -8,014 -4%
FTUS
8
Flow Traders U.S.
New York
$2.23M +$2.33M +198,380 New
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.17M -$301K -25,633 -12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.77M +$116K +9,912 +7%
HI
11
Harbour Investments
Wisconsin
$1.63M -$160K -13,631 -9%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.61M +$472K +40,156 +39%
NLP
13
Next Level Private
New York
$1.57M +$149K +12,671 +10%
Bank of America
14
Bank of America
North Carolina
$1.47M +$9.96K +848 +0.7%
HPC
15
Hobart Private Capital
North Carolina
$1.44M +$242K +20,641 +19%
MMHP
16
Murphy Middleton Hinkle & Parker
Georgia
$1.22M -$4.05K -345 -0.3%
EH
17
Equitable Holdings
New York
$1.19M +$244K +20,800 +25%
TWM
18
TCFG Wealth Management
California
$1.17M -$98.6K -8,397 -7%
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.03M +$11.3K +962 +1%
Jane Street
20
Jane Street
New York
$920K +$960K +81,691 New
BWA
21
BlueChip Wealth Advisors
Georgia
$632K -$121K -10,260 -15%
ECA
22
Elevated Capital Advisors
Utah
$629K +$1.35K +115 +0.2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$620K -$31.1K -2,646 -5%
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$607K -$29K -2,470 -4%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$584K +$11.9K +1,017 +2%

FDD Hedge Fund Activity: Q4 2024 in Review

77 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust STOXX European Select Dividend Income Fund (FDD) for Q4 2024, worth a combined $66.2M — down 9.6% from $73.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FDD positions and 9 closed out — a net gain of 2 holders — while 38 added to existing stakes and 19 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $2.33M. The largest seller was Morgan Stanley, cutting an estimated $2.77M.

  • 77 institutional investors held First Trust STOXX European Select Dividend Income Fund (FDD) as of Q4 2024, down from 78 in Q3 2024.
  • Funds reported $66.2M of First Trust STOXX European Select Dividend Income Fund stock for Q4 2024, down 9.6% quarter-over-quarter.
  • 11 funds opened new First Trust STOXX European Select Dividend Income Fund positions in Q4 2024 and 9 closed out, a net change of +2 holders.
  • The largest First Trust STOXX European Select Dividend Income Fund buyer in Q4 2024 was Flow Traders U.S., an estimated $2.33M added.
  • The largest First Trust STOXX European Select Dividend Income Fund seller in Q4 2024 was Morgan Stanley, an estimated $2.77M sold.

Based on aggregated 13F filings for Q4 2024.