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

84 hedge funds and large institutions have $96.8M invested in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 89 → 84 (-5)

5.62% less ownership

Funds ownership: 66.37% → 60.75% (-5.6%)

15% less capital invested

Capital invested by funds: $114M → $96.8M (-$16.8M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

45% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 44

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
84
Holders Change
-5
Holders Change %
-5.62%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
24
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.08M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$920K
3
Wells Fargo
Wells Fargo
California
+$899K
4
SA
SFI Advisors
New Jersey
+$355K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$234K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.08M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.89M
3
LPL Financial
LPL Financial
California
-$4.42M
4
Jane Street
Jane Street
New York
-$3.07M
5
IF
Integrity Financial
Wyoming
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$256K -$73.8K -1,676 -23%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$245K +$234K +5,306 New
Envestnet Portfolio Solutions
53
Envestnet Portfolio Solutions
Illinois
$230K – – –
JWCA
54
J.W. Cole Advisors
Florida
$218K +$208K +4,722 New
PFS
55
Prospera Financial Services
Texas
$218K -$973K -22,106 -82%
IAS
56
Insigneo Advisory Services
Florida
$217K -$115K -2,611 -36%
AO
57
Advisor OS
Illinois
$215K +$205K +4,648 New
AWM
58
Accel Wealth Management
Iowa
$209K -$58.7K -1,334 -23%
OMC
59
Old Mission Capital
Illinois
$205K +$196K +4,446 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$184K -$5.59K -127 -3%
CPA
61
Clear Point Advisors
New York
$160K +$176 +4 +0.1%
Comerica Bank
62
Comerica Bank
Texas
$158K +$2.07K +47 +1%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$116K +$132 +3 +0.1%
SPIA
64
Steward Partners Investment Advisory
New York
$71.6K -$17.6K -400 -21%
IA
65
IFP Advisors
Florida
$57.8K +$44 +1 +0.1%
CIR
66
Clear Investment Research
Georgia
$54.8K – – –
SSB
67
Sandy Spring Bank
Maryland
$53.8K +$132 +3 +0.3%
HIA
68
Harbor Investment Advisory
Maryland
$51.8K – – –
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$40.6K +$2.29K +52 +6%
IGWM
70
ICA Group Wealth Management
Colorado
$40.5K +$3.57K +81 +10%
JP Morgan Chase
71
JP Morgan Chase
New York
$38.2K +$11.9K +271 +49%
TRCT
72
Tower Research Capital (TRC)
New York
$32.3K +$18.2K +414 +145%
PTC
73
Private Trust Company
Ohio
$28.1K +$26.2K +594 +4,243%
WWMSC
74
Wagner Wealth Management (South Carolina)
South Carolina
$27K -$10.3K -234 -29%
CAM
75
Creekmur Asset Management
Illinois
$22.8K -$19.4K -441 -47%
1 2
3
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FPXI Hedge Fund Activity: Q1 2024 in Review

84 of the 6,942 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 2024, worth a combined $96.8M — down 15% from $114M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FPXI and 5 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 24 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.08M. The largest seller was Morgan Stanley, cutting an estimated $9.08M.

  • 84 institutional investors held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) as of Q1 2024, down from 89 in Q4 2023.
  • Funds reported $96.8M of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 5 funds opened new First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF positions in Q1 2024 and 8 closed out, a net change of -3 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.08M added.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF seller in Q1 2024 was Morgan Stanley, an estimated $9.08M sold.

Based on aggregated 13F filings for Q1 2024.