Advisor Resource Council’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Advisor Resource Council’s Portfolio HFXI Stock Details HFXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,400	Closed	-$208K	–	254
2025 Q4	$208K	Buy	+6,400	New	+$205K	0.07%	227
2025 Q3	–	Sell	-7,050	Closed	-$208K	–	97
2025 Q2	$208K	Buy	+7,050	New	+$199K	0.08%	173
2025 Q1	–	Sell	-14,100	Closed	-$367K	–	601
2024 Q4	$367K	Buy	+14,100	New	+$378K	0.26%	44

Other funds holding HFXI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Advisor Resource Council's HFXI Position: Q1 2026 in Review

Advisor Resource Council sold out of NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q1 2026, closing a stake of 6,400 shares — an estimated $208K sold.

Advisor Resource Council first reported a position in HFXI in Q4 2024 and held it in 3 quarters. The position peaked at $367K in Q4 2024. 99 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

Advisor Resource Council reported no remaining NYLI FTSE International Equity Currency Neutral ETF position as of Q1 2026 after selling out during the quarter.
Advisor Resource Council sold 6,400 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2026, an estimated $208K.
Advisor Resource Council first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q4 2024 and held it in 3 quarters.
Advisor Resource Council's NYLI FTSE International Equity Currency Neutral ETF position peaked at $367K in Q4 2024.
99 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.