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

Atria Wealth Solutions’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
2023 Q3	–	Sell	-33,251	Closed	-$1.31M	–	1904
2023 Q2	$1.31M	Buy	33,251 +1,009	+3%	+$40K	0.02%	731
2023 Q1	$1.31M	Buy	32,242 +5,598	+21%	+$225K	0.02%	701
2022 Q4	$1.04M	Sell	26,644 -998	-4%	-$37.4K	0.02%	727
2022 Q3	$987K	Buy	27,642 +3,924	+17%	+$162K	0.02%	716
2022 Q2	$1.03M	Sell	23,718 -11,086	-32%	-$495K	0.02%	683
2022 Q1	$1.7M	Buy	+34,804	New	+$1.77M	0.03%	532

Other funds holding FPXI

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Integrity Financial Cheyenne, Wyoming $201M AUM 16.41% 1-Year Est. Return

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

AAS

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Atria Wealth Solutions's FPXI Position: Q3 2023 in Review

Atria Wealth Solutions sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q3 2023, closing a stake of 33,251 shares — an estimated $1.31M sold.

Atria Wealth Solutions first reported a position in FPXI in Q1 2022 and held it in 6 quarters. The position peaked at $1.7M in Q1 2022. 86 funds tracked by Wall St. Rank hold FPXI as of Q3 2023.

Atria Wealth Solutions reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 33,251 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q3 2023, an estimated $1.31M.
Atria Wealth Solutions first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q1 2022 and held it in 6 quarters.
Atria Wealth Solutions's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $1.7M in Q1 2022.
86 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.