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

96 hedge funds and large institutions have $115M invested in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.03% less ownership

Funds ownership: 59.96%58.93% (-1%)

5% less funds holding

Funds holding: 10196 (-5)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

29% less capital invested

Capital invested by funds: $162M → $115M (-$47.3M)

41% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 46

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
27
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$358K +$96.7K +2,436 +36%
CWA
52
Clarus Wealth Advisors
Arizona
$357K -$1.91K -48 -0.5%
AWA
53
Arkadios Wealth Advisors
Georgia
$349K +$70.8K +1,783 +25%
USCWA
54
U.S. Capital Wealth Advisors
Texas
$349K
LA
55
LexAurum Advisors
Kansas
$347K +$29.4K +742 +9%
CPRC
56
Consolidated Portfolio Review Corp
New York
$333K +$29.5K +743 +10%
US Bancorp
57
US Bancorp
Minnesota
$325K +$83.1K +2,094 +34%
KIG
58
Kowal Investment Group
Wisconsin
$322K -$298K -7,501 -48%
AWM
59
Accel Wealth Management
Iowa
$308K +$91K +2,293 +41%
AWA
60
Arete Wealth Advisors
Illinois
$300K +$303K +7,645 New
IAS
61
Insigneo Advisory Services
Florida
$297K +$300K +7,555 New
WMWM
62
Whitaker-Myers Wealth Managers
Ohio
$296K -$66.2K -1,669 -18%
WEG
63
World Equity Group
Illinois
$265K +$33.3K +839 +14%
HI
64
Harbour Investments
Wisconsin
$251K -$66.2K -1,669 -21%
JWCA
65
J.W. Cole Advisors
Florida
$246K -$16.4K -414 -6%
AWM
66
Apollon Wealth Management
South Carolina
$238K +$241K +6,067 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$228K -$24K -606 -9%
OBWG
68
Onyx Bridge Wealth Group
New York
$227K +$230K +5,785 New
RRWA
69
Rainey & Randall Wealth Advisors
Florida
$225K
Marshall Wace
70
Marshall Wace
United Kingdom
$216K -$383K -9,658 -64%
PAG
71
Private Advisor Group
New Jersey
$211K -$92K -2,318 -30%
Mariner
72
Mariner
Kansas
$209K -$8.89K -224 -4%
SL
73
Savior LLC
Massachusetts
$180K -$2.14M -54,029 -92%
SPIA
74
Steward Partners Investment Advisory
New York
$102K -$26.1K -658 -20%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$98K -$4.25K -107 -4%

FPXI Hedge Fund Activity: Q2 2023 in Review

96 of the 6,369 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 Q2 2023, worth a combined $115M — down 29% from $162M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FPXI and 9 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 27 added.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $3.05M. The largest seller was Octavia Wealth Advisors, exiting entirely with an estimated $21.3M sold.

  • 96 institutional investors held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) as of Q2 2023, down from 101 in Q1 2023.
  • Funds reported $115M of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF stock for Q2 2023, down 29% quarter-over-quarter.
  • 9 funds opened new First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF positions in Q2 2023 and 11 closed out, a net change of -2 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF buyer in Q2 2023 was HighTower Advisors, an estimated $3.05M added.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF seller in Q2 2023 was Octavia Wealth Advisors, an estimated $21.3M sold.

Based on aggregated 13F filings for Q2 2023.