BFC Planning, Inc.’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

BFC Planning, Inc.’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 Q2	$53.3K	Sell	637 -11	-2%	-$812	﹤0.01%	1526
2026 Q1	$40K	Sell	648 -6	-0.9%	-$385	﹤0.01%	1425
2025 Q4	$38.7K	Sell	654 -45	-6%	-$2.69K	﹤0.01%	1474
2025 Q3	$41.9K	Sell	699 -16	-2%	-$917	﹤0.01%	1262
2025 Q2	$40.4K	Sell	715 -469	-40%	-$24K	﹤0.01%	1212
2025 Q1	$55.8K	Sell	1,184 -19	-2%	-$943	﹤0.01%	1066
2024 Q4	$56.7K	Buy	+1,203	New	+$58.8K	﹤0.01%	1056

Other funds holding FPXI

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

BFC Planning, Inc.'s FPXI Position: Q2 2026 in Review

BFC Planning, Inc. reduced its First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) stake by 1.7% in Q2 2026, selling an estimated $812 and leaving 637 shares worth $53.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

BFC Planning, Inc. first reported a position in FPXI in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.7K in Q4 2024. 92 funds tracked by Wall St. Rank hold FPXI as of Q2 2026.

BFC Planning, Inc. held 637 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $53.3K as of Q2 2026.
BFC Planning, Inc. sold 11 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q2 2026, an estimated $812.
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1526 holding.
BFC Planning, Inc. first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $56.7K in Q4 2024.
92 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.