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ICA Group Wealth Management’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

ICA Group Wealth Management’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
Q2 		$41.5K Buy
880
+4
+0.5% +$186 0.02% 265
2024
Q1 		$40.5K Buy
876
+81
+10% +$3.57K 0.01% 605
2023
Q4 		$33.6K Buy
+795
New +$31.6K 0.01% 600

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ICA Group Wealth Management's FPXI Position: Q2 2024 in Review

ICA Group Wealth Management increased its First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) stake by 0.46% in Q2 2024, buying an estimated $186 and bringing the position to 880 shares worth $41.5K. The position accounts for 0.02% of the portfolio, ranked #265.

ICA Group Wealth Management first reported a position in FPXI in Q4 2023 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold FPXI as of Q2 2024.

  • ICA Group Wealth Management held 880 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $41.5K as of Q2 2024.
  • ICA Group Wealth Management bought 4 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q2 2024, an estimated $186.
  • First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #265 holding.
  • ICA Group Wealth Management first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2023 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.