Braun-Bostich & Associates’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Braun-Bostich & Associates’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 Q1	–	Sell	-12,553	Closed	-$488K	–	69
2022 Q4	$488K	Buy	12,553 +821	+7%	+$30.8K	1.41%	27
2022 Q3	$419K	Buy	11,732 +430	+4%	+$17.7K	1.28%	37
2022 Q2	$490K	Sell	11,302 -156	-1%	-$6.97K	1.27%	33
2022 Q1	$559K	Buy	+11,458	New	+$582K	1.2%	26
2021 Q4	–	Sell	-9,955	Closed	-$638K	–	115
2021 Q3	$638K	Sell	9,955 -15	-0.2%	-$1.01K	1.2%	25
2021 Q2	$682K	Buy	9,970 +9	+0.1%	+$604	1.24%	22
2021 Q1	$657K	Buy	9,961 +438	+5%	+$31K	1.26%	22
2020 Q4	$655K	Buy	+9,523	New	+$587K	1.32%	25

Other funds holding FPXI

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

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

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

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Braun-Bostich & Associates's FPXI Position: Q1 2023 in Review

Braun-Bostich & Associates sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2023, closing a stake of 12,553 shares — an estimated $488K sold.

Braun-Bostich & Associates first reported a position in FPXI in Q4 2020 and held it in 8 quarters. The position peaked at $682K in Q2 2021. 101 funds tracked by Wall St. Rank hold FPXI as of Q1 2023.

Braun-Bostich & Associates reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q1 2023 after selling out during the quarter.
Braun-Bostich & Associates sold 12,553 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2023, an estimated $488K.
Braun-Bostich & Associates first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2020 and held it in 8 quarters.
Braun-Bostich & Associates's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $682K in Q2 2021.
101 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2023.

Based on Braun-Bostich & Associates's 13F filing for Q1 2023, filed 2 May 2023.