We are live on ! Find out more
FPXI icon

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
USCWA
76
U.S. Capital Wealth Advisors
Texas
$173K +$167K +4,450 New
SPIA
77
Steward Partners Investment Advisory
New York
$119K
CIR
78
Clear Investment Research
Georgia
$94K
IA
79
IFP Advisors
Florida
$77K -$230K -6,151 -76%
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$76.1K -$81.5K -2,175 -53%
SSB
81
Sandy Spring Bank
Maryland
$62.3K -$85.1K -2,272 -59%
HIA
82
Harbor Investment Advisory
Maryland
$43.6K
Simplex Trading
83
Simplex Trading
Illinois
$42K +$41.2K +1,100 New
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$31.9K -$2.66K -71 -8%
WWMSC
85
Wagner Wealth Management (South Carolina)
South Carolina
$31.8K -$2.55K -68 -8%
US Bancorp
86
US Bancorp
Minnesota
$29.2K -$3.52K -94 -11%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$27.3K +$23.6K +631 +889%
NA
88
NewEdge Advisors
Louisiana
$17.8K -$430K -11,484 -89%
BAAM
89
Baker Avenue Asset Management
California
$17.4K -$9.09M -242,725 -100%
PA
90
Parallel Advisors
California
$15.9K
CIAS
91
Capital Investment Advisory Services
North Carolina
$11.7K
BWL
92
Bogart Wealth LLC
Virginia
$11.7K
FWA
93
Freedom Wealth Alliance
Wisconsin
$9.71K +$9.37K +250 New
GWM
94
Geneos Wealth Management
Colorado
$8.94K
PMFA
95
Plante Moran Financial Advisors
Michigan
$8.94K +$8.62K +230 New
ACA
96
Aptus Capital Advisors
Alabama
$7.77K
KFI
97
Key Financial Inc
Pennsylvania
$7.53K
FFA
98
Founders Financial Alliance
North Carolina
$6.76K
FFA
99
Farther Finance Advisors
California
$4.31K +$4.16K +111 New
TWC
100
TD Waterhouse Canada
Ontario, Canada
$3.95K

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.