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

149 hedge funds and large institutions have $721M invested in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 83 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

592% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 12

336% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 11

56% more capital invested

Capital invested by funds: $462M → $721M (+$259M)

31% more funds holding

Funds holding: 114149 (+35)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1.72% less ownership

Funds ownership: 65.98%64.26% (-1.7%)

Holders
149
Holders Change
+35
Holders Change %
+30.7%
% of All Funds
2.62%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
48
Increased
83
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
126
Holloway Wealth Management
Florida
$206K
CIR
127
Clear Investment Research
Georgia
$200K -$6.22K -88 -3%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$181K +$194K +2,750 New
Citigroup
129
Citigroup
New York
$147K +$158K +2,230 New
TF
130
TimeScale Financial
Massachusetts
$101K +$109K +1,539 New
GTAM
131
Global Trust Asset Management
Florida
$89K -$554K -7,833 -85%
BEI
132
Benjamin Edwards Inc
Missouri
$59K +$4.81K +68 +8%
HIA
133
Harbor Investment Advisory
Maryland
$45K +$7.42K +105 +18%
MCC
134
Money Concepts Capital
Florida
$45K +$48.5K +686 New
WWMSC
135
Wagner Wealth Management (South Carolina)
South Carolina
$38K -$13K -184 -24%
PA
136
Parallel Advisors
California
$27K +$29K +410 New
IAS
137
IMA Advisory Services
Colorado
$24K +$25.4K +359 New
CIAS
138
Capital Investment Advisory Services
North Carolina
$23K +$21.4K +303 +606%
IWP
139
IAG Wealth Partners
Wisconsin
$17K
SSB
140
Sandy Spring Bank
Maryland
$16K
CHC
141
City Holding Co
West Virginia
$10K +$10.3K +145 New
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$10K +$10.5K +148 New
ACA
143
Aptus Capital Advisors
Alabama
$7K -$4.45K -63 -38%
LFG
144
Larson Financial Group
Missouri
$6K
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$424 +6 +7%
CFD
146
Creative Financial Designs
Indiana
$6K +$6.71K +95 New
RG
147
Retirement Group
California
$5K +$5.3K +75 New
LAS
148
Lloyd Advisory Services
Georgia
$4K +$424 +6 +12%
TAM
149
Tucker Asset Management
Colorado
$1.45K
SS
150
Simplicity Solutions
Minnesota
-$8.71M -126,534 Closed

FPXI Hedge Fund Activity: Q1 2021 in Review

149 of the 5,695 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 2021, worth a combined $721M — up 56% from $462M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FPXI positions and 11 closed out — a net gain of 37 holders — while 83 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.6M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $8.71M sold.

  • 149 institutional investors held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) as of Q1 2021, up from 114 in Q4 2020.
  • Funds reported $721M of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF stock for Q1 2021, up 56% quarter-over-quarter.
  • 48 funds opened new First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF positions in Q1 2021 and 11 closed out, a net change of +37 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF buyer in Q1 2021 was Morgan Stanley, an estimated $54.6M added.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF seller in Q1 2021 was Simplicity Solutions, an estimated $8.71M sold.

Based on aggregated 13F filings for Q1 2021.