Creative Planning’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Creative Planning’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	$244K	Sell	3,959 -12	-0.3%	-$770	﹤0.01%	3591
2025 Q4	$235K	Sell	3,971 -273	-6%	-$16.3K	﹤0.01%	3428
2025 Q3	$254K	Sell	4,244 -569	-12%	-$32.6K	﹤0.01%	3281
2025 Q2	$272K	Buy	4,813 +375	+8%	+$19.2K	﹤0.01%	2987
2025 Q1	$209K	Buy	+4,438	New	+$220K	﹤0.01%	3029

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

Creative Planning's FPXI Position: Q1 2026 in Review

Creative Planning reduced its First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) stake by 0.3% in Q1 2026, selling an estimated $770 and leaving 3,959 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #3591.

Creative Planning first reported a position in FPXI in Q1 2025 and has held it in 5 quarters since. The position peaked at $272K in Q2 2025. 75 funds tracked by Wall St. Rank hold FPXI as of Q1 2026.

Creative Planning held 3,959 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $244K as of Q1 2026.
Creative Planning sold 12 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2026, an estimated $770.
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3591 holding.
Creative Planning first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q1 2025 and has held it in 5 quarters since.
Creative Planning's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $272K in Q2 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 Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.