Atria Investments’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Atria Investments’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 Q3	–	Sell	-5,996	Closed	-$282K	–	1951
2024 Q2	$282K	Buy	+5,996	New	+$279K	﹤0.01%	1626
2022 Q2	–	Sell	-31,491	Closed	-$1.54M	–	794
2022 Q1	$1.54M	Sell	31,491 -6,696	-18%	-$340K	0.03%	666
2021 Q4	$2.2M	Buy	38,187 +1,501	+4%	+$93.8K	0.04%	526
2021 Q3	$2.35M	Sell	36,686 -9,724	-21%	-$655K	0.04%	457
2021 Q2	$3.17M	Sell	46,410 -10,497	-18%	-$704K	0.06%	359
2021 Q1	$3.75M	Buy	56,907 +21,074	+59%	+$1.49M	0.08%	282
2020 Q4	$2.46M	Buy	35,833 +5,371	+18%	+$331K	0.06%	356
2020 Q3	$1.73M	Buy	+30,462	New	+$1.71M	0.05%	381

Other funds holding FPXI

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

TPWA

Twin Peaks Wealth Advisors Burlingame, California $397M AUM 23.23% 1-Year Est. Return

AAS

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Atria Investments's FPXI Position: Q3 2024 in Review

Atria Investments sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q3 2024, closing a stake of 5,996 shares — an estimated $282K sold.

Atria Investments first reported a position in FPXI in Q3 2020 and held it in 8 quarters. The position peaked at $3.75M in Q1 2021. 80 funds tracked by Wall St. Rank hold FPXI as of Q3 2024.

Atria Investments reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q3 2024 after selling out during the quarter.
Atria Investments sold 5,996 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q3 2024, an estimated $282K.
Atria Investments first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q3 2020 and held it in 8 quarters.
Atria Investments's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $3.75M in Q1 2021.
80 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.