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

77 hedge funds and large institutions have $81.3M invested in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% more ownership

Funds ownership: 61.08%61.45% (+0.37%)

4% less funds holding

Funds holding: 8077 (-3)

8% less capital invested

Capital invested by funds: $88.6M → $81.3M (-$7.25M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

37% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 35

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$15.8M +$691K +14,127 +4%
LPL Financial
2
LPL Financial
California
$14M +$2.07M +42,407 +17%
Morgan Stanley
3
Morgan Stanley
New York
$10.3M +$1.13M +23,100 +12%
SA
4
SFI Advisors
New Jersey
$3.51M +$88.6K +1,812 +2%
TPWA
5
Twin Peaks Wealth Advisors
California
$2.26M -$387K -7,917 -14%
AAS
6
Asset Allocation Strategies
Michigan
$2.12M -$666K -13,613 -25%
KAS
7
Kestra Advisory Services
Texas
$2.1M +$408K +8,348 +23%
Bank of America
8
Bank of America
North Carolina
$2.06M +$396K +8,101 +23%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.96M -$3.98M -81,401 -66%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.77M -$377K -7,715 -17%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.69M +$8.46K +173 +0.5%
BEI
12
Benjamin Edwards Inc
Missouri
$1.68M -$189K -3,856 -10%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.6M +$724K +14,798 +77%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$1.4M +$51.8K +1,059 +4%
WIP
15
WealthCare Investment Partners
Rhode Island
$1.36M +$4.16K +85 +0.3%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.32M -$465K -9,508 -25%
Raymond James Financial
17
Raymond James Financial
Florida
$1.14M +$1.19M +24,260 New
AWA
18
Arkadios Wealth Advisors
Georgia
$1.12M +$767K +15,696 +197%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.07M -$155K -3,180 -12%
Jane Street
20
Jane Street
New York
$1.03M -$660K -13,504 -38%
CA
21
CoreCap Advisors
Michigan
$932K +$16.5K +337 +2%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$808K +$55.5K +1,135 +7%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$807K -$33.2K -680 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$793K -$72.1K -1,475 -8%
NW
25
NewEdge Wealth
Pennsylvania
$578K -$68.5K -1,402 -10%

FPXI Hedge Fund Activity: Q4 2024 in Review

77 of the 7,592 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 2024, worth a combined $81.3M — down 8.2% from $88.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FPXI and 6 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 22 added.

The largest buyer was LPL Financial, adding an estimated $2.07M. The largest seller was Susquehanna International Group, cutting an estimated $3.98M.

  • 77 institutional investors held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) as of Q4 2024, down from 80 in Q3 2024.
  • Funds reported $81.3M of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF stock for Q4 2024, down 8.2% quarter-over-quarter.
  • 6 funds opened new First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF positions in Q4 2024 and 7 closed out, a net change of -1 holder.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF buyer in Q4 2024 was LPL Financial, an estimated $2.07M added.
  • The largest First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF seller in Q4 2024 was Susquehanna International Group, an estimated $3.98M sold.

Based on aggregated 13F filings for Q4 2024.