Capital Analysts LLC’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Capital Analysts LLC’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	-49	Closed	-$2K	–	1004
2022 Q4	$2K	Hold	49	–	–	﹤0.01%	986
2022 Q3	$2K	Hold	49	–	–	﹤0.01%	994
2022 Q2	$2K	Buy	+49	New	+$2.19K	﹤0.01%	941

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

Capital Analysts LLC's FPXI Position: Q1 2023 in Review

Capital Analysts LLC sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2023, closing a stake of 49 shares — an estimated $2K sold.

Capital Analysts LLC first reported a position in FPXI in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q4 2022. 101 funds tracked by Wall St. Rank hold FPXI as of Q1 2023.

Capital Analysts LLC 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.
Capital Analysts LLC sold 49 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2023, an estimated $2K.
Capital Analysts LLC first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q2 2022 and held it in 3 quarters.
Capital Analysts LLC's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $2K in Q4 2022.
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 Capital Analysts LLC's 13F filing for Q1 2023, filed 5 May 2023.