Clear Investment Research’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Clear Investment Research’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
2026 Q1	$73.2K	Buy	+1,186	New	+$76.1K	0.11%	88
2025 Q4	–	Sell	-1,186	Closed	-$71.1K	–	111
2025 Q3	$71.1K	Hold	1,186	–	–	0.1%	101
2025 Q2	$67K	Hold	1,186	–	–	0.08%	99
2025 Q1	$55.9K	Hold	1,186	–	–	0.07%	102
2024 Q4	$55.9K	Hold	1,186	–	–	0.07%	102
2024 Q3	$57.4K	Hold	1,186	–	–	0.07%	99
2024 Q2	$55.8K	Hold	1,186	–	–	0.07%	96
2024 Q1	$54.8K	Hold	1,186	–	–	0.07%	94
2023 Q4	$50.1K	Sell	1,186 -639	-35%	-$25.4K	0.07%	106
2023 Q3	$70.1K	Hold	1,825	–	–	0.12%	77
2023 Q2	$71.7K	Hold	1,825	–	–	0.12%	76
2023 Q1	$74.4K	Sell	1,825 -608	-25%	-$24.4K	0.13%	70
2022 Q4	$94K	Hold	2,433	–	–	0.18%	62
2022 Q3	$87K	Sell	2,433 -92	-4%	-$3.8K	0.18%	62
2022 Q2	$109K	Sell	2,525 -152	-6%	-$6.79K	0.24%	61
2022 Q1	$131K	Buy	2,677 +70	+3%	+$3.56K	0.26%	62
2021 Q4	$150K	Buy	2,607 +17	+0.7%	+$1.06K	0.23%	59
2021 Q3	$166K	Buy	2,590 +159	+7%	+$10.7K	0.27%	57
2021 Q2	$166K	Sell	2,431 -605	-20%	-$40.6K	0.28%	54
2021 Q1	$200K	Sell	3,036 -88	-3%	-$6.22K	0.36%	40
2020 Q4	$215K	Buy	3,124 +765	+32%	+$47.2K	0.39%	38
2020 Q3	$134K	Buy	2,359 +344	+17%	+$19.3K	0.27%	47
2020 Q2	$102K	Buy	+2,015	New	+$88.7K	0.22%	52

Other funds holding FPXI

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

Clear Investment Research's FPXI Position: Q1 2026 in Review

Clear Investment Research opened a new position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2026: 1,186 shares worth $73.2K. The stake represents 0.11% of the portfolio and ranks #88 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in FPXI as recently as Q3 2025.

Clear Investment Research first reported a position in FPXI in Q2 2020 and has held it in 23 quarters since. The position peaked at $215K in Q4 2020. 75 funds tracked by Wall St. Rank hold FPXI as of Q1 2026.

Clear Investment Research held 1,186 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $73.2K as of Q1 2026.
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF was a new Clear Investment Research position in Q1 2026.
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up 0.11% of Clear Investment Research's portfolio in Q1 2026, its #88 holding.
Clear Investment Research first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q2 2020 and has held it in 23 quarters since.
Clear Investment Research's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $215K in Q4 2020.
75 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.