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

Clarus Wealth Advisors’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
-8,118
Closed -$385K – 105
2024
Q4 		$385K Sell
8,118
-249
-3% -$12.2K 0.19% 85
2024
Q3 		$400K Sell
8,367
-140
-2% -$6.62K 0.2% 87
2024
Q2 		$413K Buy
8,507
+239
+3% +$11.1K 0.22% 82
2024
Q1 		$382K Sell
8,268
-803
-9% -$35.4K 0.22% 87
2023
Q4 		$378K Buy
+9,071
New +$360K 0.22% 83
2023
Q2 		$357K Sell
9,075
-48
-0.5% -$1.91K 0.22% 91
2023
Q1 		$370K Buy
+9,123
New +$366K 0.23% 86
2021
Q4 		– Sell
-3,917
Closed -$248K – 108
2021
Q3 		$248K Sell
3,917
-52
-1% -$3.5K 0.15% 90
2021
Q2 		$269K Buy
3,969
+566
+17% +$38K 0.17% 84
2021
Q1 		$230K Buy
3,403
+136
+4% +$9.61K 0.14% 114
2020
Q4 		$228K Buy
+3,267
New +$202K 0.15% 117
2019
Q2 		– Sell
-2,100
Closed -$73K – 633
2019
Q1 		$73K Hold
2,100
– – 0.05% 240
2018
Q4 		$64K Hold
2,100
– – 0.1% 227
2018
Q3 		$74K Buy
2,100
+100
+5% +$3.48K 0.05% 241
2018
Q2 		$74K Buy
+2,000
New +$73.4K 0.06% 228

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

Clarus Wealth Advisors's FPXI Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2025, closing a stake of 8,118 shares — an estimated $385K sold.

Clarus Wealth Advisors first reported a position in FPXI in Q2 2018 and held it in 15 quarters. The position peaked at $413K in Q2 2024. 69 funds tracked by Wall St. Rank hold FPXI as of Q1 2025.

  • Clarus Wealth Advisors 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.
  • Clarus Wealth Advisors sold 8,118 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2025, an estimated $385K.
  • Clarus Wealth Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q2 2018 and held it in 15 quarters.
  • Clarus Wealth Advisors's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $413K in Q2 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 Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.