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

Beacon Harbor Wealth 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
2021
Q2 		– Sell
-54,077
Closed -$3.57M – 72
2021
Q1 		$3.57M Buy
+54,077
New +$3.82M 1.42% 40

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Harbor Wealth Advisors's FPXI Position: Q2 2021 in Review

Beacon Harbor Wealth Advisors sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q2 2021, closing a stake of 54,077 shares — an estimated $3.57M sold.

Beacon Harbor Wealth Advisors first reported a position in FPXI in Q1 2021 and held it in 1 quarter. The position peaked at $3.57M in Q1 2021. 159 funds tracked by Wall St. Rank hold FPXI as of Q2 2021.

  • Beacon Harbor Wealth Advisors reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q2 2021 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 54,077 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q2 2021, an estimated $3.57M.
  • Beacon Harbor Wealth Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q1 2021 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $3.57M in Q1 2021.
  • 159 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q2 2021.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.