We are live on ! Find out more
FPXI icon

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

101 hedge funds and large institutions have $162M invested in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $163M → $162M (-$929K)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

3.54% less ownership

Funds ownership: 63.5%59.96% (-3.5%)

6% less funds holding

Funds holding: 108101 (-7)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
101
Holders Change
-7
Holders Change %
-6.48%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
37
Reduced
38
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$1.33M -$114K -2,844 -8%
AWS
27
Atria Wealth Solutions
New York
$1.31M +$225K +5,598 +21%
CA
28
Cetera Advisors
Colorado
$1.26M -$91K -2,264 -7%
PFS
29
Prospera Financial Services
Texas
$1.18M -$11.8K -294 -1%
WIP
30
WealthCare Investment Partners
Rhode Island
$1.06M +$266K +6,612 +34%
LNC
31
Lincoln National Corp
Pennsylvania
$1.05M +$205K +5,111 +25%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$967K +$174K +4,327 +22%
DAS
33
Dynamic Advisor Solutions
Arizona
$767K +$35.3K +879 +5%
SWP
34
Stratos Wealth Partners
Ohio
$749K +$82.5K +2,053 +13%
AAS
35
Asset Allocation Strategies
Michigan
$731K -$1.29M -32,145 -64%
Truist Financial
36
Truist Financial
North Carolina
$676K +$6.83K +170 +1%
CAN
37
Cetera Advisor Networks
California
$664K -$67.2K -1,672 -9%
AO
38
Advisor OS
Illinois
$654K +$242K +6,013 +60%
KIG
39
Kowal Investment Group
Wisconsin
$640K -$2.63M -65,377 -81%
AAS
40
Avantax Advisory Services
Texas
$628K -$48.1K -1,197 -7%
Marshall Wace
41
Marshall Wace
United Kingdom
$618K -$32.1K -800 -5%
PPP
42
Private Portfolio Partners
New Jersey
$565K +$257K +6,402 +86%
MF
43
Meridian Financial
Massachusetts
$552K +$6.07K +151 +1%
SEP
44
Southland Equity Partners
Missouri
$545K -$1.25K -31 -0.2%
MML Investors Services
45
MML Investors Services
Massachusetts
$470K +$2.97K +74 +0.6%
Stifel Financial
46
Stifel Financial
Missouri
$460K -$336K -8,365 -43%
ELI
47
Empire Life Investments
Ontario, Canada
$449K +$177K +4,400 +67%
HAS
48
HBW Advisory Services
California
$425K +$18.8K +467 +5%
WI
49
Wintrust Investments
Illinois
$421K +$40 +1 +0%
NWMG
50
National Wealth Management Group
Ohio
$410K -$59.9K -1,490 -12%

FPXI Hedge Fund Activity: Q1 2023 in Review

101 of the 6,275 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 Q1 2023, worth a combined $162M — down 0.57% from $163M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FPXI and 14 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 37 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.97M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4M.

  • 101 institutional investors held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) as of Q1 2023, down from 108 in Q4 2022.
  • Funds reported $162M of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF stock for Q1 2023, down 0.57% quarter-over-quarter.
  • 14 funds opened new First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF positions in Q1 2023 and 19 closed out, a net change of -5 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF buyer in Q1 2023 was Goldman Sachs, an estimated $4.97M added.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF seller in Q1 2023 was Carson Wealth (CWM LLC), an estimated $4M sold.

Based on aggregated 13F filings for Q1 2023.