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

89 hedge funds and large institutions have $114M invested in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

21% more capital invested

Capital invested by funds: $93.9M → $114M (+$19.7M)

10.22% more ownership

Funds ownership: 56.15%66.37% (+10%)

3% more funds holding

Funds holding: 8689 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

63% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 43

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
16
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.6M +$7.33M +184,504 +80%
LPL Financial
2
LPL Financial
California
$15.1M -$1M -25,216 -7%
Wells Fargo
3
Wells Fargo
California
$13.1M -$627K -15,790 -5%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.53M -$600K -15,117 -9%
Jane Street
5
Jane Street
New York
$5.77M +$3.96M +99,857 +273%
IF
6
Integrity Financial
Wyoming
$3.43M -$146K -3,688 -4%
AAS
7
Asset Allocation Strategies
Michigan
$3.4M +$388K +9,762 +14%
HighTower Advisors
8
HighTower Advisors
Illinois
$3.35M +$212K +5,332 +7%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.74M +$1.67M +42,152 +186%
TPWA
10
Twin Peaks Wealth Advisors
California
$2.71M +$2.54M +64,090 New
SA
11
SFI Advisors
New Jersey
$2.54M -$87.9K -2,215 -4%
NA
12
NewEdge Advisors
Louisiana
$2.35M -$14.1K -356 -0.6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.31M -$72.1K -1,817 -3%
Citadel Advisors
14
Citadel Advisors
Florida
$1.99M +$596K +15,017 +47%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.98M -$221K -5,576 -11%
KAS
16
Kestra Advisory Services
Texas
$1.73M -$17.8K -449 -1%
Bank of America
17
Bank of America
North Carolina
$1.58M -$84.5K -2,129 -5%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$1.51M -$125K -3,159 -8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.37M +$7.86K +198 +0.6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.32M +$78.4K +1,975 +7%
SCM
21
Sebold Capital Management
Illinois
$1.3M -$250K -6,296 -17%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.28M -$55.7K -1,403 -4%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.26M -$91K -2,293 -7%
PFS
24
Prospera Financial Services
Texas
$1.13M -$10.3K -260 -1%
WIP
25
WealthCare Investment Partners
Rhode Island
$1.12M +$2.62K +66 +0.2%

FPXI Hedge Fund Activity: Q4 2023 in Review

89 of the 6,859 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 2023, worth a combined $114M — up 21% from $93.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FPXI positions and 13 closed out — a net gain of 3 holders — while 16 added to existing stakes and 43 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.33M. The largest seller was LPL Financial, cutting an estimated $1M.

  • 89 institutional investors held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) as of Q4 2023, up from 86 in Q3 2023.
  • Funds reported $114M of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 16 funds opened new First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF positions in Q4 2023 and 13 closed out, a net change of +3 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF buyer in Q4 2023 was Morgan Stanley, an estimated $7.33M added.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF seller in Q4 2023 was LPL Financial, an estimated $1M sold.

Based on aggregated 13F filings for Q4 2023.