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

108 hedge funds and large institutions have $163M invested in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% more ownership

Funds ownership: 63.06%63.5% (+0.44%)

4% less funds holding

Funds holding: 112108 (-4)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

20% less capital invested

Capital invested by funds: $203M → $163M (-$39.8M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

56% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 55

Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
1.74%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
24
Reduced
55
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
51
National Wealth Management Group
Ohio
$465K -$91.9K -2,453 -17%
WMWM
52
Whitaker-Myers Wealth Managers
Ohio
$446K +$430K +11,468 New
MML Investors Services
53
MML Investors Services
Massachusetts
$445K -$21.1K -564 -5%
BAM
54
Belpointe Asset Management
Nevada
$431K +$131K +3,491 +46%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$425K -$28.7K -767 -7%
WI
56
Wintrust Investments
Illinois
$401K -$3.48K -93 -0.9%
MCC
57
Money Concepts Capital
Florida
$394K +$360K +9,606 +1,769%
AO
58
Advisor OS
Illinois
$389K -$105K -2,816 -22%
HAS
59
HBW Advisory Services
California
$387K +$28.6K +764 +8%
TRCT
60
Tower Research Capital (TRC)
New York
$366K +$151K +4,031 +75%
OMC
61
Old Mission Capital
Illinois
$359K +$94.1K +2,511 +37%
CBFP
62
Cedar Brook Financial Partners
Ohio
$336K -$33.6K -896 -9%
WEG
63
World Equity Group
Illinois
$333K +$899 +24 +0.3%
CA
64
CoreCap Advisors
Michigan
$306K -$22.5K -601 -7%
PPP
65
Private Portfolio Partners
New Jersey
$289K +$62.2K +1,660 +29%
EH
66
Equitable Holdings
New York
$281K +$4.16K +111 +2%
JWCA
67
J.W. Cole Advisors
Florida
$260K -$16.2K -433 -6%
GIA
68
Gladstone Institutional Advisory
Florida
$258K +$7.98K +213 +3%
ELI
69
Empire Life Investments
Ontario, Canada
$256K -$15K -400 -6%
SG
70
StoneX Group
New York
$251K -$12.2K -326 -5%
AWA
71
Arkadios Wealth Advisors
Georgia
$249K -$178K -4,753 -43%
AWM
72
Accel Wealth Management
Iowa
$230K -$725K -19,354 -77%
RRWA
73
Rainey & Randall Wealth Advisors
Florida
$223K +$75 +2 +0%
CAG
74
Csenge Advisory Group
Florida
$216K +$208K +5,557 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$215K +$12.7K +340 +7%

FPXI Hedge Fund Activity: Q4 2022 in Review

108 of the 6,221 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 2022, worth a combined $163M — down 20% from $203M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FPXI and 14 opened new positions — a net loss of 2 holders — while 55 trimmed existing stakes and 24 added.

The largest buyer was Octavia Wealth Advisors, adding an estimated $3.53M. The largest seller was Total Investment Management, exiting entirely with an estimated $22.7M sold.

  • 108 institutional investors held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) as of Q4 2022, down from 112 in Q3 2022.
  • Funds reported $163M of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF stock for Q4 2022, down 20% quarter-over-quarter.
  • 14 funds opened new First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF positions in Q4 2022 and 16 closed out, a net change of -2 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF buyer in Q4 2022 was Octavia Wealth Advisors, an estimated $3.53M added.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF seller in Q4 2022 was Total Investment Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2022.