Glassman Wealth Services’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Glassman Wealth Services’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
2025 Q2	–	Sell	-257	Closed	-$12.1K	–	197
2025 Q1	$12.1K	Buy	+257	New	+$12.8K	﹤0.01%	151

Other funds holding FPXI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TPWA

Twin Peaks Wealth Advisors Burlingame, California $397M AUM 23.23% 1-Year Est. Return

Glassman Wealth Services's FPXI Position: Q2 2025 in Review

Glassman Wealth Services sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q2 2025, closing a stake of 257 shares — an estimated $12.1K sold.

Glassman Wealth Services first reported a position in FPXI in Q1 2025 and held it in 1 quarter. The position peaked at $12.1K in Q1 2025. 73 funds tracked by Wall St. Rank hold FPXI as of Q2 2025.

Glassman Wealth Services reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q2 2025 after selling out during the quarter.
Glassman Wealth Services sold 257 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q2 2025, an estimated $12.1K.
Glassman Wealth Services first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q1 2025 and held it in 1 quarter.
Glassman Wealth Services's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $12.1K in Q1 2025.
73 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q2 2025.

Based on Glassman Wealth Services's 13F filing for Q2 2025, filed 8 Aug 2025.