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

Hibernia Wealth Partners’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
2024
Q4 		– Sell
-4,761
Closed -$230K – 81
2024
Q3 		$230K Buy
+4,761
New +$225K 0.07% 112
2024
Q2 		– Sell
-6,078
Closed -$281K – 100
2024
Q1 		$281K Sell
6,078
-269
-4% -$11.8K 0.19% 63
2023
Q4 		$268K Sell
6,347
-3,006
-32% -$119K 0.2% 52
2023
Q3 		$359K Buy
+9,353
New +$376K 0.28% 40

Other funds holding FPXI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
TPWA
Twin Peaks Wealth Advisors Burlingame, California $397M AUM 23.23% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Hibernia Wealth Partners's FPXI Position: Q4 2024 in Review

Hibernia Wealth Partners sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q4 2024, closing a stake of 4,761 shares — an estimated $230K sold.

Hibernia Wealth Partners first reported a position in FPXI in Q3 2023 and held it in 4 quarters. The position peaked at $359K in Q3 2023. 77 funds tracked by Wall St. Rank hold FPXI as of Q4 2024.

  • Hibernia Wealth Partners reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • Hibernia Wealth Partners sold 4,761 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q4 2024, an estimated $230K.
  • Hibernia Wealth Partners first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q3 2023 and held it in 4 quarters.
  • Hibernia Wealth Partners's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $359K in Q3 2023.
  • 77 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q4 2024.

Based on Hibernia Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.