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Advisor Resource Council’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Advisor Resource Council’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
2021
Q3 		– Sell
-3,650
Closed -$250K – 305
2021
Q2 		$250K Buy
+3,650
New +$245K 0.03% 426

Other funds holding FPXI

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Resource Council's FPXI Position: Q3 2021 in Review

Advisor Resource Council sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q3 2021, closing a stake of 3,650 shares — an estimated $250K sold.

Advisor Resource Council first reported a position in FPXI in Q2 2021 and held it in 1 quarter. The position peaked at $250K in Q2 2021. 147 funds tracked by Wall St. Rank hold FPXI as of Q3 2021.

  • Advisor Resource Council reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q3 2021 after selling out during the quarter.
  • Advisor Resource Council sold 3,650 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q3 2021, an estimated $250K.
  • Advisor Resource Council first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q2 2021 and held it in 1 quarter.
  • Advisor Resource Council's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $250K in Q2 2021.
  • 147 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q3 2021.

Based on Advisor Resource Council's 13F filing for Q3 2021, filed 16 Nov 2021.