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Elevation Capital Advisory’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Elevation Capital Advisory’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
2021
Q2 		$14.3M Buy
+208,751
New +$14M 8.02% 6

Other funds holding FPXI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Elevation Capital Advisory's FPXI Position: Q2 2021 in Review

Elevation Capital Advisory opened a new position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q2 2021: 208,751 shares worth $14.3M. The stake represents 8.02% of the portfolio and ranks #6 among its holdings.

159 funds tracked by Wall St. Rank hold FPXI as of Q2 2021.

  • Elevation Capital Advisory held 208,751 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $14.3M as of Q2 2021.
  • First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF was a new Elevation Capital Advisory position in Q2 2021.
  • First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up 8.02% of Elevation Capital Advisory's portfolio in Q2 2021, its #6 holding.
  • 159 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q2 2021.

Based on Elevation Capital Advisory's 13F filing for Q2 2021, filed 12 Aug 2021.