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

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: 17 (+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: 72114 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Wealth Advisors
California
$1.15M
Stifel Financial
52
Stifel Financial
Missouri
$1.04M +$149K +2,411 +19%
US Bancorp
53
US Bancorp
Minnesota
$1.01M +$903K +14,639 New
OIA
54
OneDigital Investment Advisors
Kansas
$1M -$62 -1 -0%
SFS
55
Sowell Financial Services
Arkansas
$984K +$807K +13,076 +1,063%
CAS
56
Coppell Advisory Solutions
Texas
$974K +$873K +14,157 New
SPC
57
Sigma Planning Corp
Michigan
$969K +$530K +8,599 +157%
Truist Financial
58
Truist Financial
North Carolina
$959K +$580K +9,403 +208%
BRWM
59
B. Riley Wealth Management
Tennessee
$940K +$843K +13,664 New
TCWM
60
Total Clarity Wealth Management
Illinois
$896K +$803K +13,017 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$875K +$443K +7,177 +130%
APA
62
American Portfolios Advisors
New York
$866K -$7.4K -120 -0.9%
IA
63
IFG Advisory
Georgia
$840K +$391K +6,341 +108%
HAS
64
HBW Advisory Services
California
$784K +$26.7K +433 +4%
NFG
65
Next Financial Group
Texas
$754K +$85.8K +1,391 +15%
BWM
66
BCGM Wealth Management
Indiana
$718K +$565K +9,153 New
CA
67
Cetera Advisors
Colorado
$693K -$432 -7 -0.1%
BBA
68
Braun-Bostich & Associates
Pennsylvania
$655K +$587K +9,523 New
NA
69
NewEdge Advisors
Louisiana
$649K +$581K +9,427 New
MAG
70
MRA Advisory Group
New Jersey
$637K +$571K +9,264 New
GTAM
71
Global Trust Asset Management
Florida
$632K -$353K -5,720 -38%
DAS
72
Dynamic Advisor Solutions
Arizona
$618K +$30.2K +490 +6%
LFAS
73
Level Four Advisory Services
Texas
$527K +$472K +7,656 New
LFGH
74
Lee Financial Group Hawaii
Hawaii
$513K -$12.4K -201 -3%
JWCA
75
J.W. Cole Advisors
Florida
$510K +$457K +7,408 New

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.