Financial Advocates Investment Management’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Financial Advocates Investment Management’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
2022 Q1	–	Sell	-40,082	Closed	-$2.31M	–	756
2021 Q4	$2.31M	Buy	40,082 +10,415	+35%	+$651K	0.15%	163
2021 Q3	$1.9M	Buy	29,667 +5,051	+21%	+$340K	0.13%	191
2021 Q2	$1.68M	Buy	24,616 +2,654	+12%	+$178K	0.11%	223
2021 Q1	$1.45M	Buy	+21,962	New	+$1.55M	0.1%	234

Other funds holding FPXI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KIG

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advocates Investment Management's FPXI Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2022, closing a stake of 40,082 shares — an estimated $2.31M sold.

Financial Advocates Investment Management first reported a position in FPXI in Q1 2021 and held it in 4 quarters. The position peaked at $2.31M in Q4 2021. 127 funds tracked by Wall St. Rank hold FPXI as of Q1 2022.

Financial Advocates Investment Management reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q1 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 40,082 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2022, an estimated $2.31M.
Financial Advocates Investment Management first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q1 2021 and held it in 4 quarters.
Financial Advocates Investment Management's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $2.31M in Q4 2021.
127 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.