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

Clear Point 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
2026 Q1	–	Sell	-3,489	Closed	-$206K	–	92
2025 Q4	$206K	Sell	3,489 -47	-1%	-$2.81K	0.16%	123
2025 Q3	$212K	Buy	+3,536	New	+$203K	0.16%	111
2024 Q4	–	Sell	-3,471	Closed	-$168K	–	265
2024 Q3	$168K	Buy	3,471 +2	+0.1%	+$95	0.13%	118
2024 Q2	$163K	Buy	3,469 +12	+0.3%	+$559	0.13%	115
2024 Q1	$160K	Buy	3,457 +4	+0.1%	+$176	0.13%	117
2023 Q4	$146K	Buy	+3,453	New	+$137K	0.13%	117

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 Point Advisors's FPXI Position: Q1 2026 in Review

Clear Point Advisors sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2026, closing a stake of 3,489 shares — an estimated $206K sold.

Clear Point Advisors first reported a position in FPXI in Q4 2023 and held it in 6 quarters. The position peaked at $212K in Q3 2025. 75 funds tracked by Wall St. Rank hold FPXI as of Q1 2026.

Clear Point Advisors reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 3,489 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2026, an estimated $206K.
Clear Point Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2023 and held it in 6 quarters.
Clear Point Advisors's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $212K in Q3 2025.
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 Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.