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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
BAM
51
Belpointe Asset Management
Nevada
$404K -$47.5K -1,183 -11%
CBFP
52
Cedar Brook Financial Partners
Ohio
$402K +$48.7K +1,213 +14%
TRCT
53
Tower Research Capital (TRC)
New York
$399K +$15.1K +375 +4%
WMWM
54
Whitaker-Myers Wealth Managers
Ohio
$376K -$90.6K -2,256 -20%
CWA
55
Clarus Wealth Advisors
Arizona
$370K +$366K +9,123 New
USCWA
56
U.S. Capital Wealth Advisors
Texas
$362K +$178K +4,434 +100%
LA
57
LexAurum Advisors
Kansas
$330K +$325K +8,090 New
HI
58
Harbour Investments
Wisconsin
$329K -$256K -6,367 -44%
CPRC
59
Consolidated Portfolio Review Corp
New York
$315K +$311K +7,731 New
PAG
60
Private Advisor Group
New Jersey
$314K +$309K +7,692 New
FTUS
61
Flow Traders U.S.
New York
$303K +$298K +7,425 New
WEG
62
World Equity Group
Illinois
$300K -$107K -2,663 -31%
AWA
63
Arkadios Wealth Advisors
Georgia
$290K +$28.1K +700 +11%
GIA
64
Gladstone Institutional Advisory
Florida
$284K +$12.4K +309 +5%
JWCA
65
J.W. Cole Advisors
Florida
$272K +$40 +1 +0%
EH
66
Equitable Holdings
New York
$272K -$21.9K -546 -8%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$261K +$35.5K +883 +16%
CWM
68
Catalyst Wealth Management
Georgia
$254K +$250K +6,217 New
US Bancorp
69
US Bancorp
Minnesota
$253K +$219K +5,442 +724%
RRWA
70
Rainey & Randall Wealth Advisors
Florida
$234K +$201 +5 +0.1%
AWM
71
Accel Wealth Management
Iowa
$226K -$15.1K -376 -6%
Mariner
72
Mariner
Kansas
$226K -$1.08M -26,920 -83%
WWM
73
Western Wealth Management
Colorado
$202K +$199K +4,948 New
SPIA
74
Steward Partners Investment Advisory
New York
$133K +$8.03K +200 +7%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$106K -$4M -99,662 -97%

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.