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

HBW Advisory 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
2023
Q3 		– Sell
-11,217
Closed -$440K – 312
2023
Q2 		$440K Buy
11,217
+797
+8% +$31.6K 0.1% 189
2023
Q1 		$425K Buy
10,420
+467
+5% +$18.8K 0.11% 178
2022
Q4 		$387K Buy
9,953
+764
+8% +$28.6K 0.1% 184
2022
Q3 		$328K Buy
9,189
+38
+0.4% +$1.57K 0.09% 178
2022
Q2 		$396K Buy
9,151
+157
+2% +$7.01K 0.1% 166
2022
Q1 		$439K Sell
8,994
-7,980
-47% -$405K 0.15% 148
2021
Q4 		$978K Buy
16,974
+2,110
+14% +$132K 0.23% 106
2021
Q3 		$952K Buy
14,864
+843
+6% +$56.8K 0.25% 100
2021
Q2 		$959K Buy
14,021
+481
+4% +$32.3K 0.25% 102
2021
Q1 		$893K Buy
13,540
+2,145
+19% +$152K 0.24% 97
2020
Q4 		$784K Buy
11,395
+433
+4% +$26.7K 0.24% 93
2020
Q3 		$623K Buy
+10,962
New +$616K 0.26% 93

Other funds holding FPXI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
IF
Integrity Financial Cheyenne, Wyoming $209M AUM 21.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HBW Advisory Services's FPXI Position: Q3 2023 in Review

HBW Advisory Services sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q3 2023, closing a stake of 11,217 shares — an estimated $440K sold.

HBW Advisory Services first reported a position in FPXI in Q3 2020 and held it in 12 quarters. The position peaked at $978K in Q4 2021. 86 funds tracked by Wall St. Rank hold FPXI as of Q3 2023.

  • HBW Advisory Services reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q3 2023 after selling out during the quarter.
  • HBW Advisory Services sold 11,217 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q3 2023, an estimated $440K.
  • HBW Advisory Services first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q3 2020 and held it in 12 quarters.
  • HBW Advisory Services's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $978K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q3 2023.

Based on HBW Advisory Services's 13F filing for Q3 2023, filed 12 Oct 2023.