Avantax Advisory Services’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Avantax Advisory Services’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
2025 Q2	$207K	Sell	3,663 -597	-14%	-$30.5K	﹤0.01%	2180
2025 Q1	$201K	Sell	4,260 -1,132	-21%	-$56.2K	﹤0.01%	2102
2024 Q4	$254K	Sell	5,392 -850	-14%	-$41.6K	﹤0.01%	1897
2024 Q3	$302K	Sell	6,242 -1,536	-20%	-$72.6K	﹤0.01%	1743
2024 Q2	$366K	Sell	7,778 -1,480	-16%	-$68.9K	﹤0.01%	1568
2024 Q1	$428K	Sell	9,258 -4,485	-33%	-$197K	﹤0.01%	1120
2023 Q4	$581K	Sell	13,743 -1,016	-7%	-$40.3K	0.01%	924
2023 Q3	$567K	Sell	14,759 -356	-2%	-$14.3K	0.01%	895
2023 Q2	$593K	Sell	15,115 -291	-2%	-$11.5K	0.01%	884
2023 Q1	$628K	Sell	15,406 -1,197	-7%	-$48.1K	0.01%	819
2022 Q4	$645K	Sell	16,603 -986	-6%	-$36.9K	0.01%	766
2022 Q3	$628K	Sell	17,589 -1,471	-8%	-$60.7K	0.01%	687
2022 Q2	$826K	Sell	19,060 -13,735	-42%	-$614K	0.01%	604
2022 Q1	$1.59M	Sell	32,795 -40,969	-56%	-$2.08M	0.02%	431
2021 Q4	$4.25M	Buy	73,764 +2,111	+3%	+$132K	0.06%	227
2021 Q3	$4.58M	Sell	71,653 -6,213	-8%	-$419K	0.08%	186
2021 Q2	$5.32M	Buy	77,866 +28,792	+59%	+$1.93M	0.1%	163
2021 Q1	$3.24M	Buy	49,074 +2,869	+6%	+$203K	0.07%	208
2020 Q4	$3.17M	Buy	+46,205	New	+$2.85M	0.08%	185

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

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

TPWA

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

Avantax Advisory Services's FPXI Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) stake by 14% in Q2 2025, selling an estimated $30.5K and leaving 3,663 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

Avantax Advisory Services first reported a position in FPXI in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.32M in Q2 2021. 73 funds tracked by Wall St. Rank hold FPXI as of Q2 2025.

Avantax Advisory Services held 3,663 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $207K as of Q2 2025.
Avantax Advisory Services sold 597 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q2 2025, an estimated $30.5K.
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2180 holding.
Avantax Advisory Services first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2020 and has held it in 19 quarters since.
Avantax Advisory Services's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $5.32M in Q2 2021.
73 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.