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

Acorn Wealth Advisors’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
2018 Q3	–	Sell	-781	Closed	-$27K	–	230
2018 Q2	$27K	Buy	781 +561	+255%	+$20.6K	0.02%	351
2018 Q1	$8K	Sell	220 -106	-33%	-$3.99K	0.01%	546
2017 Q4	$12K	Buy	+326	New	+$11.4K	0.01%	455

Other funds holding FPXI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Acorn Wealth Advisors's FPXI Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q3 2018, closing a stake of 781 shares — an estimated $27K sold.

Acorn Wealth Advisors first reported a position in FPXI in Q4 2017 and held it in 3 quarters. The position peaked at $27K in Q2 2018. 14 funds tracked by Wall St. Rank hold FPXI as of Q3 2018.

Acorn Wealth Advisors reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 781 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q3 2018, an estimated $27K.
Acorn Wealth Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $27K in Q2 2018.
14 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.