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

84 hedge funds and large institutions have $96.8M invested in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 8984 (-5)

5.62% less ownership

Funds ownership: 66.37%60.75% (-5.6%)

15% less capital invested

Capital invested by funds: $114M → $96.8M (-$16.8M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

45% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 44

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
84
Holders Change
-5
Holders Change %
-5.62%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
24
Reduced
44
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
CoreCap Advisors
Michigan
$872K +$62.5K +1,420 +8%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$819K -$549K -12,477 -41%
MML Investors Services
28
MML Investors Services
Massachusetts
$808K +$61.6K +1,399 +9%
NW
29
NewEdge Wealth
Pennsylvania
$701K -$52.1K -1,183 -7%
MF
30
Meridian Financial
Massachusetts
$610K +$132 +3 +0%
CA
31
Cetera Advisors
Colorado
$602K -$74.7K -1,697 -12%
Truist Financial
32
Truist Financial
North Carolina
$539K -$31.9K -724 -6%
CAN
33
Cetera Advisor Networks
California
$522K -$276K -6,264 -36%
SEP
34
Southland Equity Partners
Missouri
$507K -$45.9K -1,043 -9%
NS
35
NBC Securities
Alabama
$448K -$153K -3,485 -26%
US Bancorp
36
US Bancorp
Minnesota
$437K +$27.7K +628 +7%
AAS
37
Avantax Advisory Services
Texas
$428K -$197K -4,485 -33%
USCWA
38
U.S. Capital Wealth Advisors
Texas
$410K
WI
39
Wintrust Investments
Illinois
$400K -$47.3K -1,075 -11%
DAS
40
Dynamic Advisor Solutions
Arizona
$398K -$24.5K -557 -6%
CWA
41
Clarus Wealth Advisors
Arizona
$382K -$35.4K -803 -9%
PS
42
Principal Securities
Iowa
$367K +$16.6K +378 +5%
AWA
43
Arkadios Wealth Advisors
Georgia
$361K -$8.63K -196 -2%
NWMG
44
National Wealth Management Group
Ohio
$354K -$12.8K -291 -4%
PPP
45
Private Portfolio Partners
New Jersey
$295K
HWP
46
Hibernia Wealth Partners
Louisiana
$281K -$11.8K -269 -4%
HI
47
Harbour Investments
Wisconsin
$278K +$5.02K +114 +2%
RJA
48
Raymond James & Associates
Florida
$274K -$40K -908 -13%
RRWA
49
Rainey & Randall Wealth Advisors
Florida
$266K +$132 +3 +0.1%
CBFP
50
Cedar Brook Financial Partners
Ohio
$261K -$14.3K -325 -5%

FPXI Hedge Fund Activity: Q1 2024 in Review

84 of the 6,942 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 2024, worth a combined $96.8M — down 15% from $114M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FPXI and 5 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 24 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.08M. The largest seller was Morgan Stanley, cutting an estimated $9.08M.

  • 84 institutional investors held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) as of Q1 2024, down from 89 in Q4 2023.
  • Funds reported $96.8M of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 5 funds opened new First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF positions in Q1 2024 and 8 closed out, a net change of -3 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.08M added.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF seller in Q1 2024 was Morgan Stanley, an estimated $9.08M sold.

Based on aggregated 13F filings for Q1 2024.