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FPXI Institutional Ownership

First Trust International Equity Opportunities ETF
1W: -0.1% 1M: -1.7% 3M: -12.6% YTD: +13.2% 1Y: +13.1% 3Y: +82.8% 5Y: +5.3%
$68.21
+0.60 (+0.89%)
 
Weekly Expected Move ±2.9%
$64 $66 $68 $70 $72
ETF NASDAQ · AUM $191.0M

Institutional Ownership — FPXI

104
Institutional Holders
+22 vs prior quarter
0.0%
Ownership
+0.00pp
293M
Total Invested
29
New Positions
26
Increased
35
Reduced
11
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (109 total)

# Holder Shares Value Change Change % Holding Period Filing
1 FIRST TRUST ADVISORS LP NEW 842,208 57M — +0.0% 1Q SEC ↗
2 LPL Financial LLC 518,171 35M +55,190 +11.9% 37Q SEC ↗
3 Concurrent Investment Advisors, LLC NEW 409,072 28M — +0.0% 1Q SEC ↗
4 MORGAN STANLEY 274,227 19M +12,722 +4.9% 37Q SEC ↗
5 WELLS FARGO & COMPANY/MN 162,054 11M +8,640 +5.6% 23Q SEC ↗
6 &PARTNERS NEW 108,128 7M — +0.0% 1Q SEC ↗
7 NewEdge Advisors, LLC 83,990 6M +34,386 +69.3% 23Q SEC ↗
8 JANE STREET GROUP, LLC NEW 82,910 6M — +0.0% 1Q SEC ↗
9 COMMONWEALTH EQUITY SERVICES, LLC 76,173 5M +45,749 +150.4% 25Q SEC ↗
10 Kestra Advisory Services, LLC 58,299 4M +7,829 +15.5% 24Q SEC ↗
11 Advisory Services Network, LLC 52,796 4M +51,627 +4416.3% 2Q SEC ↗
12 UBS Group AG 50,915 3M +11,998 +30.8% 24Q SEC ↗
13 Cambridge Investment Research Advisors 44,661 3M -605 -1.3% 28Q SEC ↗
14 Vise Technologies, Inc. NEW 40,685 3M — +0.0% 1Q SEC ↗
15 SFI Advisors, LLC 38,282 3M -287 -0.7% 19Q SEC ↗
16 RAYMOND JAMES FINANCIAL INC 36,914 3M +11,457 +45.0% 7Q SEC ↗
17 WealthCare Investment Partners, LLC 35,606 2M +403 +1.1% 19Q SEC ↗
18 TWIN PEAKS WEALTH ADVISORS, LLC 34,965 2M -300 -0.9% 11Q SEC ↗
19 BANK OF AMERICA CORP /DE 33,521 2M -7,999 -19.3% 15Q SEC ↗
20 NORTHBRIDGE FINANCIAL GROUP, LLC 33,462 2M +10,270 +44.3% 3Q SEC ↗
21 ROYAL BANK OF CANADA 32,159 2M +7,877 +32.4% 37Q SEC ↗
22 Synergy Asset Management, LLC NEW 29,426 2M — +0.0% 1Q SEC ↗
23 Arkadios Wealth Advisors 28,244 2M -1,165 -4.0% 19Q SEC ↗
24 OSAIC HOLDINGS, INC. 27,421 2M +5,569 +25.5% 26Q SEC ↗
25 HighTower Advisors, LLC 26,102 2M -19 -0.1% 13Q SEC ↗
26 Cetera Investment Advisers 23,970 2M +773 +3.3% 10Q SEC ↗
27 Kingsview Wealth Management, LLC 23,847 2M +16,582 +228.2% 2Q SEC ↗
28 BENJAMIN EDWARDS INC 23,407 2M -1,670 -6.7% 8Q SEC ↗
29 Impact Partnership Wealth, LLC 17,373 1M +1,458 +9.2% 6Q SEC ↗
30 ENVESTNET ASSET MANAGEMENT INC 17,171 1M -430 -2.4% 24Q SEC ↗
31 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 16,732 1M +1,935 +13.1% 23Q SEC ↗
32 CoreCap Advisors, LLC 16,003 1M -469 -2.8% 13Q SEC ↗
33 Asset Allocation Strategies LLC 14,756 1M -738 -4.8% 15Q SEC ↗
34 CITADEL ADVISORS LLC 12,810 874K +8,319 +185.2% 2Q SEC ↗
35 True Blue Financial, LLC 12,749 870K -3,522 -21.6% 3Q SEC ↗
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,159 829K -8,254 -40.4% 12Q SEC ↗
37 MCF Advisors LLC NEW 11,030 752K — +0.0% 1Q SEC ↗
38 MML INVESTORS SERVICES, LLC 10,577 721K +3,911 +58.7% 26Q SEC ↗
39 CWM, LLC 10,472 714K -66 -0.6% 18Q SEC ↗
40 NewEdge Wealth, LLC 8,548 583K — +0.0% 13Q SEC ↗
41 Equitable Holdings, Inc. 7,015 478K +141 +2.1% 2Q SEC ↗
42 Transamerica Financial Advisors, LLC NEW 6,987 477K — +0.0% 1Q SEC ↗
43 Belpointe Asset Management LLC 6,222 424K -125 -2.0% 8Q SEC ↗
44 TRUIST FINANCIAL CORP NEW 5,683 388K — +0.0% 1Q SEC ↗
45 J.W. COLE ADVISORS, INC. NEW 5,494 375K — +0.0% 1Q SEC ↗
46 Meridian Financial Advisors, LLC 5,463 373K -1,698 -23.7% 19Q SEC ↗
47 Private Advisor Group, LLC NEW 5,335 364K — +0.0% 1Q SEC ↗
48 IFG Advisory, LLC NEW 5,302 362K — +0.0% 1Q SEC ↗
49 GREAT VALLEY ADVISOR GROUP, INC. 5,010 342K +450 +9.9% 5Q SEC ↗
50 Accel Wealth Management 4,680 319K -57 -1.2% 23Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +55,190 +11.9% 518,171
Advisory Services Network, LLC +51,627 +4416.3% 52,796
COMMONWEALTH EQUITY SERVICES, LLC +45,749 +150.4% 76,173
NewEdge Advisors, LLC +34,386 +69.3% 83,990
Kingsview Wealth Management, LLC +16,582 +228.2% 23,847
MORGAN STANLEY +12,722 +4.9% 274,227
UBS Group AG +11,998 +30.8% 50,915
RAYMOND JAMES FINANCIAL INC +11,457 +45.0% 36,914
NORTHBRIDGE FINANCIAL GROUP, LLC +10,270 +44.3% 33,462
WELLS FARGO & COMPANY/MN +8,640 +5.6% 162,054
CITADEL ADVISORS LLC +8,319 +185.2% 12,810
ROYAL BANK OF CANADA +7,877 +32.4% 32,159
Kestra Advisory Services, LLC +7,829 +15.5% 58,299
OSAIC HOLDINGS, INC. +5,569 +25.5% 27,421
MML INVESTORS SERVICES, LLC +3,911 +58.7% 10,577
NORTHWESTERN MUTUAL WEALTH MANAGEME +1,935 +13.1% 16,732
Impact Partnership Wealth, LLC +1,458 +9.2% 17,373
Cetera Investment Advisers +773 +3.3% 23,970
JPMORGAN CHASE & CO +582 +58200.0% 583
GREAT VALLEY ADVISOR GROUP, INC. +450 +9.9% 5,010
Biggest Decreases (20)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -8,254 -40.4% 12,159
BANK OF AMERICA CORP /DE -7,999 -19.3% 33,521
True Blue Financial, LLC -3,522 -21.6% 12,749
Meridian Financial Advisors, LLC -1,698 -23.7% 5,463
BENJAMIN EDWARDS INC -1,670 -6.7% 23,407
Arkadios Wealth Advisors -1,165 -4.0% 28,244
Asset Allocation Strategies LLC -738 -4.8% 14,756
Cambridge Investment Research Advis -605 -1.3% 44,661
Dynamic Advisor Solutions LLC -579 -12.5% 4,060
Creative Planning -566 -14.3% 3,393
CoreCap Advisors, LLC -469 -2.8% 16,003
ENVESTNET ASSET MANAGEMENT INC -430 -2.4% 17,171
TWIN PEAKS WEALTH ADVISORS, LLC -300 -0.9% 34,965
SFI Advisors, LLC -287 -0.7% 38,282
Janney Montgomery Scott LLC -186 -3.9% 4,608
Qube Research & Technologies Ltd -169 -61.2% 107
Belpointe Asset Management LLC -125 -2.0% 6,222
Steward Partners Investment Advisor -100 -55.2% 81
HARBOUR INVESTMENTS, INC. -93 -2.0% 4,576
CWM, LLC -66 -0.6% 10,472

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms