CP
FPXI icon

Castleview Partners’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-231
Closed -$10.9K – 314
2024
Q4 		$10.9K Buy
+231
New +$11.3K 0.01% 567

Other funds holding FPXI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TPWA
Twin Peaks Wealth Advisors Burlingame, California $397M AUM 23.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Castleview Partners's FPXI Position: Q1 2025 in Review

Castleview Partners sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2025, closing a stake of 231 shares — an estimated $10.9K sold.

Castleview Partners first reported a position in FPXI in Q4 2024 and held it in 1 quarter. The position peaked at $10.9K in Q4 2024. 69 funds tracked by Wall St. Rank hold FPXI as of Q1 2025.

  • Castleview Partners reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 231 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2025, an estimated $10.9K.
  • Castleview Partners first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2024 and held it in 1 quarter.
  • Castleview Partners's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $10.9K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.