Caliber Wealth Management (Utah)’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Caliber Wealth Management (Utah)’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	-25,879	Closed	-$1.71M	–	80
2021 Q1	$1.71M	Buy	25,879 +4,457	+21%	+$315K	1.24%	28
2020 Q4	$1.47M	Buy	+21,422	New	+$1.32M	1.45%	27

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

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

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

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

Caliber Wealth Management (Utah)'s FPXI Position: Q2 2021 in Review

Caliber Wealth Management (Utah) sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q2 2021, closing a stake of 25,879 shares — an estimated $1.71M sold.

Caliber Wealth Management (Utah) first reported a position in FPXI in Q4 2020 and held it in 2 quarters. The position peaked at $1.71M in Q1 2021. 159 funds tracked by Wall St. Rank hold FPXI as of Q2 2021.

Caliber Wealth Management (Utah) 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.
Caliber Wealth Management (Utah) sold 25,879 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q2 2021, an estimated $1.71M.
Caliber Wealth Management (Utah) first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2020 and held it in 2 quarters.
Caliber Wealth Management (Utah)'s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $1.71M 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 Caliber Wealth Management (Utah)'s 13F filing for Q2 2021, filed 22 Jul 2021.