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First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI

114 hedge funds and large institutions have $462M invested in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 42 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

629% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 7

600% more funds holding in top 10

Funds holding in top 10: 1 → 7 (+6)

180% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 15

125% more capital invested

Capital invested by funds: $205M → $462M (+$256M)

58% more funds holding

Funds holding: 72 → 114 (+42)

4.85% more ownership

Funds ownership: 61.13% → 65.98% (+4.9%)

Holders
114
Holders Change
+42
Holders Change %
+58.33%
% of All Funds
2.02%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.12%
New
51
Increased
42
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$31.7M
2
Osaic Holdings
Osaic Holdings
Arizona
+$23.4M
3
LPL Financial
LPL Financial
California
+$16.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.29M
5
SFS
Searcy Financial Services
Kansas
+$7.47M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.39M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$2.61M
3
SWAG
Spectrum Wealth Advisory Group
California
-$2.37M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.27M
5
AO
Advisor OS
Illinois
-$978K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.57M +$962K +15,603 +43%
RA
27
RiverTree Advisors
Florida
$3.22M +$2.89M +46,789 New
TCWA
28
Ten Capital Wealth Advisors
Washington
$3.21M +$782K +12,675 +37%
AAS
29
Avantax Advisory Services
Texas
$3.17M +$2.85M +46,205 New
AWA
30
Arete Wealth Advisors
Illinois
$2.98M +$2.68M +43,389 New
LWAC
31
Laurel Wealth Advisors (California)
California
$2.98M +$2.67M +43,252 New
SWAG
32
Spectrum Wealth Advisory Group
California
$2.85M -$2.37M -38,416 -48%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.72M +$1.26M +20,508 +108%
AI
34
Atria Investments
North Carolina
$2.46M +$331K +5,371 +18%
KPWS
35
Kestra Private Wealth Services
Texas
$2.45M +$2.19M +35,501 New
OWA
36
Octavia Wealth Advisors
Ohio
$2.41M +$2.16M +35,059 New
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$2.17M – – –
OMC
38
Old Mission Capital
Illinois
$2.07M +$1.86M +30,127 New
KAS
39
Kestra Advisory Services
Texas
$2.07M +$1.2M +19,394 +183%
BCM
40
Brookstone Capital Management
Illinois
$2.02M -$234K -3,787 -11%
FI
41
FormulaFolio Investments
Michigan
$2M +$1.79M +29,023 New
AWM
42
Accel Wealth Management
Iowa
$1.91M +$1.71M +27,766 New
IA
43
IFP Advisors
Florida
$1.81M +$1.48M +24,045 +1,096%
PFS
44
Prospera Financial Services
Texas
$1.76M +$1.55M +25,185 +7,216%
DSN
45
D. Scott Neal
Kentucky
$1.64M +$572K +9,278 +64%
CWMU
46
Caliber Wealth Management (Utah)
Utah
$1.47M +$1.32M +21,422 New
MWM
47
Merriman Wealth Management
Washington
$1.46M -$24.6K -399 -2%
CWM
48
Capital Wealth Management
Rhode Island
$1.43M +$913K +14,802 +246%
Wells Fargo
49
Wells Fargo
California
$1.42M +$1.27M +20,595 New
VAS
50
Vestmark Advisory Solutions
Massachusetts
$1.23M +$1.11M +17,922 New
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FPXI Hedge Fund Activity: Q4 2020 in Review

114 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) for Q4 2020, worth a combined $462M — up 125% from $205M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FPXI positions and 7 closed out — a net gain of 44 holders — while 42 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.7M. The largest seller was Susquehanna International Group, cutting an estimated $3.39M.

  • 114 institutional investors held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) as of Q4 2020, up from 72 in Q3 2020.
  • Funds reported $462M of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF stock for Q4 2020, up 125% quarter-over-quarter.
  • 51 funds opened new First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF positions in Q4 2020 and 7 closed out, a net change of +44 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF buyer in Q4 2020 was Morgan Stanley, an estimated $31.7M added.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF seller in Q4 2020 was Susquehanna International Group, an estimated $3.39M sold.

Based on aggregated 13F filings for Q4 2020.