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

Catalyst Wealth Management’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 		$254K Buy
+6,217
New +$250K 0.24% 108

Other funds holding FPXI

OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IF
Integrity Financial Cheyenne, Wyoming $209M AUM 21.37% 1-Year Est. Return

Catalyst Wealth Management's FPXI Position: Q1 2023 in Review

Catalyst Wealth Management opened a new position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2023: 6,217 shares worth $254K. The stake represents 0.24% of the portfolio and ranks #108 among its holdings.

101 funds tracked by Wall St. Rank hold FPXI as of Q1 2023.

  • Catalyst Wealth Management held 6,217 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $254K as of Q1 2023.
  • First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF was a new Catalyst Wealth Management position in Q1 2023.
  • First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up 0.24% of Catalyst Wealth Management's portfolio in Q1 2023, its #108 holding.
  • 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 Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.