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

HHM Wealth Advisors’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 Q3	–	Sell	-168	Closed	-$7K	–	704
2022 Q2	$7K	Buy	+168	New	+$7.5K	﹤0.01%	591

Other funds holding FPXI

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

KIG

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

HHM Wealth Advisors's FPXI Position: Q3 2022 in Review

HHM Wealth Advisors sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q3 2022, closing a stake of 168 shares — an estimated $7K sold.

HHM Wealth Advisors first reported a position in FPXI in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 112 funds tracked by Wall St. Rank hold FPXI as of Q3 2022.

HHM Wealth Advisors reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 168 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q3 2022, an estimated $7K.
HHM Wealth Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q2 2022 and held it in 1 quarter.
HHM Wealth Advisors's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $7K in Q2 2022.
112 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.