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

Carolinas Wealth Consulting’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
2024 Q1	–	Sell	-112	Closed	-$4.74K	–	1088
2023 Q4	$4.74K	Buy	+112	New	+$4.45K	﹤0.01%	632

Other funds holding FPXI

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

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

TPWA

Twin Peaks Wealth Advisors Burlingame, California $397M AUM 23.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Carolinas Wealth Consulting's FPXI Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2024, closing a stake of 112 shares — an estimated $4.74K sold.

Carolinas Wealth Consulting first reported a position in FPXI in Q4 2023 and held it in 1 quarter. The position peaked at $4.74K in Q4 2023. 84 funds tracked by Wall St. Rank hold FPXI as of Q1 2024.

Carolinas Wealth Consulting reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q1 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 112 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2024, an estimated $4.74K.
Carolinas Wealth Consulting first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2023 and held it in 1 quarter.
Carolinas Wealth Consulting's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $4.74K in Q4 2023.
84 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.