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

Buckingham Strategic Wealth’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
2022 Q1	–	Sell	-6,510	Closed	-$375K	–	608
2021 Q4	$375K	Sell	6,510 -199	-3%	-$12.4K	0.01%	420
2021 Q3	$430K	Buy	6,709 +299	+5%	+$20.1K	0.01%	386
2021 Q2	$438K	Buy	6,410 +200	+3%	+$13.4K	0.01%	392
2021 Q1	$410K	Buy	6,210 +14	+0.2%	+$990	0.02%	370
2020 Q4	$426K	Buy	+6,196	New	+$382K	0.02%	347

Other funds holding FPXI

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

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

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KIG

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

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

Buckingham Strategic Wealth's FPXI Position: Q1 2022 in Review

Buckingham Strategic Wealth sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2022, closing a stake of 6,510 shares — an estimated $375K sold.

Buckingham Strategic Wealth first reported a position in FPXI in Q4 2020 and held it in 5 quarters. The position peaked at $438K in Q2 2021. 127 funds tracked by Wall St. Rank hold FPXI as of Q1 2022.

Buckingham Strategic Wealth reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q1 2022 after selling out during the quarter.
Buckingham Strategic Wealth sold 6,510 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2022, an estimated $375K.
Buckingham Strategic Wealth first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2020 and held it in 5 quarters.
Buckingham Strategic Wealth's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $438K in Q2 2021.
127 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2022, filed 10 May 2022.