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

Aspire 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
2022
Q1 		– Sell
-3,637
Closed -$210K – 180
2021
Q4 		$210K Buy
+3,637
New +$227K 0.17% 82

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
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aspire Wealth Management's FPXI Position: Q1 2022 in Review

Aspire Wealth Management sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2022, closing a stake of 3,637 shares — an estimated $210K sold.

Aspire Wealth Management first reported a position in FPXI in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 127 funds tracked by Wall St. Rank hold FPXI as of Q1 2022.

  • Aspire Wealth Management reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q1 2022 after selling out during the quarter.
  • Aspire Wealth Management sold 3,637 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2022, an estimated $210K.
  • Aspire Wealth Management first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2021 and held it in 1 quarter.
  • Aspire Wealth Management's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $210K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2022.

Based on Aspire Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.