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

Catalyst Private 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
2020 Q4	–	Sell	-2,200	Closed	-$125K	–	137
2020 Q3	$125K	Buy	+2,200	New	+$124K	0.12%	72

Other funds holding FPXI

LPL Financial San Diego, California $377B AUM 19.32% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KIG

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

BAAM

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

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

RJA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Catalyst Private Wealth's FPXI Position: Q4 2020 in Review

Catalyst Private Wealth sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q4 2020, closing a stake of 2,200 shares — an estimated $125K sold.

Catalyst Private Wealth first reported a position in FPXI in Q3 2020 and held it in 1 quarter. The position peaked at $125K in Q3 2020. 114 funds tracked by Wall St. Rank hold FPXI as of Q4 2020.

Catalyst Private Wealth reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 2,200 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q4 2020, an estimated $125K.
Catalyst Private Wealth first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $125K in Q3 2020.
114 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.