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

86 hedge funds and large institutions have $93.9M invested in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.79% less ownership

Funds ownership: 58.93%56.15% (-2.8%)

10% less funds holding

Funds holding: 9686 (-10)

18% less capital invested

Capital invested by funds: $115M → $93.9M (-$20.7M)

40% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 40

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
86
Holders Change
-10
Holders Change %
-10.42%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
24
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$309K -$81.4K -2,025 -20%
PPP
52
Private Portfolio Partners
New Jersey
$295K -$259K -6,444 -46%
IAS
53
Insigneo Advisory Services
Florida
$286K -$3.98K -99 -1%
LNC
54
Lincoln National Corp
Pennsylvania
$284K -$224K -5,583 -43%
KIG
55
Kowal Investment Group
Wisconsin
$259K -$58.7K -1,461 -18%
WMWM
56
Whitaker-Myers Wealth Managers
Ohio
$250K -$41.4K -1,030 -14%
TRCT
57
Tower Research Capital (TRC)
New York
$244K -$164K -4,090 -39%
JWCA
58
J.W. Cole Advisors
Florida
$241K +$362 +9 +0.1%
AWM
59
Accel Wealth Management
Iowa
$231K -$74.2K -1,846 -24%
EH
60
Equitable Holdings
New York
$226K -$130K -3,224 -35%
RRWA
61
Rainey & Randall Wealth Advisors
Florida
$221K +$241 +6 +0.1%
HI
62
Harbour Investments
Wisconsin
$220K -$26.8K -666 -10%
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$209K +$218K +5,433 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$169K -$56.6K -1,409 -24%
Comerica Bank
65
Comerica Bank
Texas
$129K +$135K +3,368 New
SPIA
66
Steward Partners Investment Advisory
New York
$100K -$80 -2 -0.1%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$96K +$201 +5 +0.2%
CIR
68
Clear Investment Research
Georgia
$70.1K
PWMG
69
Provence Wealth Management Group
California
$69.7K +$72.9K +1,814 New
JP Morgan Chase
70
JP Morgan Chase
New York
$51.8K -$8.68K -216 -14%
IA
71
IFP Advisors
Florida
$48.1K -$3.38K -84 -6%
SSB
72
Sandy Spring Bank
Maryland
$44.6K -$18K -447 -28%
HIA
73
Harbor Investment Advisory
Maryland
$43.1K
WWMSC
74
Wagner Wealth Management (South Carolina)
South Carolina
$31.5K
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$31.3K

FPXI Hedge Fund Activity: Q3 2023 in Review

86 of the 6,301 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 Q3 2023, worth a combined $93.9M — down 18% from $115M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FPXI and 9 opened new positions — a net loss of 8 holders — while 40 trimmed existing stakes and 24 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $911K. The largest seller was Osaic Holdings, cutting an estimated $4.81M.

  • 86 institutional investors held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) as of Q3 2023, down from 96 in Q2 2023.
  • Funds reported $93.9M of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF stock for Q3 2023, down 18% quarter-over-quarter.
  • 9 funds opened new First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF positions in Q3 2023 and 17 closed out, a net change of -8 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF buyer in Q3 2023 was Susquehanna International Group, an estimated $911K added.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF seller in Q3 2023 was Osaic Holdings, an estimated $4.81M sold.

Based on aggregated 13F filings for Q3 2023.