AWM
FPXI icon

Able Wealth Management’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Able Wealth Management’s Portfolio FPXI Stock Details FPXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,395
Closed -$58.9K – 261
2023
Q4 		$58.9K Buy
+1,395
New +$55.4K 0.05% 126

Other funds holding FPXI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TPWA
Twin Peaks Wealth Advisors Burlingame, California $397M AUM 23.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Able Wealth Management's FPXI Position: Q1 2024 in Review

Able Wealth Management sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2024, closing a stake of 1,395 shares — an estimated $58.9K sold.

Able Wealth Management first reported a position in FPXI in Q4 2023 and held it in 1 quarter. The position peaked at $58.9K in Q4 2023. 84 funds tracked by Wall St. Rank hold FPXI as of Q1 2024.

  • Able Wealth Management reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 1,395 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2024, an estimated $58.9K.
  • Able Wealth Management first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $58.9K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.