— Know what they know.
Not Investment Advice

FDD Institutional Ownership

First Trust STOXX European Select Dividend Index Fund
1W: -4.5% 1M: -7.8% 3M: -0.5% YTD: +5.8% 1Y: +17.2% 3Y: +99.6% 5Y: +71.4%
$18.84
+0.04 (+0.21%)
 
Weekly Expected Move ±2.3%
$18 $18 $19 $19 $20
ETF AMEX · AUM $772.1M

Institutional Ownership — FDD

153
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
474M
Total Invested
18
New Positions
60
Increased
50
Reduced
14
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (159 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 3,724,608 $70M +83,832 +2.3% 60Q SEC ↗
2 WELLS FARGO & COMPANY/MN 2,281,990 $43M -129,234 -5.4% 69Q SEC ↗
3 MANCHESTER FINANCIAL INC 1,919,602 $36M -47,144 -2.4% 5Q SEC ↗
4 RAYMOND JAMES FINANCIAL INC 1,761,355 $33M +44,475 +2.6% 7Q SEC ↗
5 LPL Financial LLC 1,463,835 $28M +51,267 +3.6% 53Q SEC ↗
6 AMERIPRISE FINANCIAL INC 1,461,977 $28M +117,249 +8.7% 16Q SEC ↗
7 UBS Group AG 1,352,087 $25M -119,628 -8.1% 47Q SEC ↗
8 ODonnell Financial Services, LLC 958,425 $18M +64,962 +7.3% 5Q SEC ↗
9 OSAIC HOLDINGS, INC. 890,206 $17M +88,260 +11.0% 26Q SEC ↗
10 BANK OF AMERICA CORP /DE 828,951 $16M +159,741 +23.9% 15Q SEC ↗
11 Prospera Financial Services Inc 587,578 $11M +34,848 +6.3% 5Q SEC ↗
12 Intellectus Partners, LLC 540,106 $10M -12,912 -2.3% 18Q SEC ↗
13 Warner Group LLC 399,427 $8M +174,299 +77.4% 4Q SEC ↗
14 ENVESTNET ASSET MANAGEMENT INC 390,954 $7M +18,831 +5.1% 31Q SEC ↗
15 Janney Montgomery Scott LLC 381,467 $7M -9,913 -2.5% 41Q SEC ↗
16 JONES FINANCIAL COMPANIES LLLP 274,367 $5M +27,720 +11.2% 8Q SEC ↗
17 Owen LaRue, LLC 255,152 $5M +7,904 +3.2% 6Q SEC ↗
18 Allie Family Office LLC 226,903 $4M — +0.0% 4Q SEC ↗
19 HARBOUR INVESTMENTS, INC. 223,991 $4M +529 +0.2% 17Q SEC ↗
20 Atria Investments, Inc 223,175 $4M +1,080 +0.5% 9Q SEC ↗
21 Equitable Holdings, Inc. 223,085 $4M +4,986 +2.3% 11Q SEC ↗
22 Sanctuary Advisors, LLC 218,120 $4M +1,284 +0.6% 5Q SEC ↗
23 FORESIGHT CAPITAL MANAGEMENT ADVISORS, 215,059 $4M +990 +0.5% 5Q SEC ↗
24 FLAGSHIP HARBOR ADVISORS, LLC 214,083 $4M +12,324 +6.1% 5Q SEC ↗
25 NewEdge Advisors, LLC 206,138 $4M +36,069 +21.2% 5Q SEC ↗
26 Next Level Private LLC 190,195 $4M +4,646 +2.5% 14Q SEC ↗
27 ROYAL BANK OF CANADA 184,112 $3M -19,542 -9.6% 62Q SEC ↗
28 Hobart Private Capital, LLC 178,103 $3M +1,057 +0.6% 11Q SEC ↗
29 Murphy, Middleton, Hinkle & Parker, In 169,415 $3M +30,955 +22.4% 2Q SEC ↗
30 Cetera Investment Advisers 167,079 $3M +4,050 +2.5% 8Q SEC ↗
31 Steward Partners Investment Advisory, 166,357 $3M +1,510 +0.9% 29Q SEC ↗
32 IFP Advisors, Inc 165,816 $3M -202,869 -55.0% 28Q SEC ↗
33 Waverly Advisors, LLC 155,046 $3M +2,569 +1.7% 2Q SEC ↗
34 TRUIST FINANCIAL CORP 152,671 $3M +3,151 +2.1% 27Q SEC ↗
35 Baird Financial Group, Inc. 148,140 $3M +1,946 +1.3% 6Q SEC ↗
36 Cambridge Investment Research Advisors 144,128 $3M -3,528 -2.4% 52Q SEC ↗
37 N.E.W. Advisory Services LLC 140,012 $3M +3,508 +2.6% 3Q SEC ↗
38 COMMONWEALTH EQUITY SERVICES, LLC 137,347 $3M +10,332 +8.1% 35Q SEC ↗
39 MML INVESTORS SERVICES, LLC 131,593 $2M +28,773 +28.0% 6Q SEC ↗
40 Ignite Planners, LLC 123,190 $2M -4,049 -3.2% 3Q SEC ↗
41 Foundations Investment Advisors, LLC 122,478 $2M +43,218 +54.5% 2Q SEC ↗
42 Rockefeller Capital Management L.P. 109,225 $2M +6,461 +6.3% 9Q SEC ↗
43 TCFG Investment Advisors, LLC 102,067 $2M +127 +0.1% 2Q SEC ↗
44 TCFG WEALTH MANAGEMENT, LLC 101,940 $2M +6 +0.0% 7Q SEC ↗
45 KESTRA PRIVATE WEALTH SERVICES, LLC 85,067 $2M +2,765 +3.4% 15Q SEC ↗
46 Concurrent Investment Advisors, LLC 82,864 $2M +6,769 +8.9% 11Q SEC ↗
47 Kestra Advisory Services, LLC 80,106 $2M -6,817 -7.8% 9Q SEC ↗
48 Farther Finance Advisors, LLC 79,917 $2M +784 +1.0% 6Q SEC ↗
49 HRT FINANCIAL LP NEW 68,314 $1M — +0.0% 1Q SEC ↗
50 Moors & Cabot, Inc. 59,995 $1M +250 +0.4% 5Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
Warner Group LLC +174,299 +77.4% 399,427
BANK OF AMERICA CORP /DE +159,741 +23.9% 828,951
AMERIPRISE FINANCIAL INC +117,249 +8.7% 1,461,977
OSAIC HOLDINGS, INC. +88,260 +11.0% 890,206
MORGAN STANLEY +83,832 +2.3% 3,724,608
ODonnell Financial Services, LLC +64,962 +7.3% 958,425
LPL Financial LLC +51,267 +3.6% 1,463,835
RAYMOND JAMES FINANCIAL INC +44,475 +2.6% 1,761,355
Foundations Investment Advisors, LL +43,218 +54.5% 122,478
NewEdge Advisors, LLC +36,069 +21.2% 206,138
Prospera Financial Services Inc +34,848 +6.3% 587,578
Murphy, Middleton, Hinkle & Parker, +30,955 +22.4% 169,415
MML INVESTORS SERVICES, LLC +28,773 +28.0% 131,593
JONES FINANCIAL COMPANIES LLLP +27,720 +11.2% 274,367
ENVESTNET ASSET MANAGEMENT INC +18,831 +5.1% 390,954
Sigma Planning Corp +15,138 +96.6% 30,809
FLAGSHIP HARBOR ADVISORS, LLC +12,324 +6.1% 214,083
Compound Planning, Inc. +11,151 +74.8% 26,065
COMMONWEALTH EQUITY SERVICES, LLC +10,332 +8.1% 137,347
Cullen/Frost Bankers, Inc. +8,905 +34.4% 34,755
Biggest Decreases (20)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -321,871 -92.5% 26,022
IFP Advisors, Inc -202,869 -55.0% 165,816
WELLS FARGO & COMPANY/MN -129,234 -5.4% 2,281,990
UBS Group AG -119,628 -8.1% 1,352,087
CITADEL ADVISORS LLC -88,032 -73.8% 31,244
MANCHESTER FINANCIAL INC -47,144 -2.4% 1,919,602
Gateway Wealth Partners, LLC -44,764 -47.7% 49,148
MERCER GLOBAL ADVISORS INC /ADV -26,132 -49.4% 26,798
Navis Wealth Advisors, LLC -25,650 -35.3% 47,001
ROYAL BANK OF CANADA -19,542 -9.6% 184,112
NORTHWESTERN MUTUAL WEALTH MANAGEME -14,588 -26.5% 40,381
Intellectus Partners, LLC -12,912 -2.3% 540,106
Janney Montgomery Scott LLC -9,913 -2.5% 381,467
WEALTH ENHANCEMENT ADVISORY SERVICE -7,938 -17.2% 38,205
Kestra Advisory Services, LLC -6,817 -7.8% 80,106
BlueChip Wealth Advisors LLC -5,090 -8.6% 53,882
HighPoint Advisor Group LLC -4,379 -19.5% 18,065
Ignite Planners, LLC -4,049 -3.2% 123,190
Cambridge Investment Research Advis -3,528 -2.4% 144,128
FIFTH THIRD BANCORP -2,683 -5.6% 45,454

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms