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

Ballast Advisors’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
2026
Q1 		$72.8K Buy
+1,179
New +$75.7K 0.02% 186

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

Ballast Advisors's FPXI Position: Q1 2026 in Review

Ballast Advisors opened a new position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2026: 1,179 shares worth $72.8K. The stake represents 0.02% of the portfolio and ranks #186 among its holdings.

75 funds tracked by Wall St. Rank hold FPXI as of Q1 2026.

  • Ballast Advisors held 1,179 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $72.8K as of Q1 2026.
  • First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF was a new Ballast Advisors position in Q1 2026.
  • First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up 0.02% of Ballast Advisors's portfolio in Q1 2026, its #186 holding.
  • 75 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2026.

Based on Ballast Advisors's 13F filing for Q1 2026, filed 13 May 2026.