Independent Advisor Alliance’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Independent Advisor Alliance’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
2026 Q1	$351K	Buy	+5,687	New	+$365K	﹤0.01%	1260
2025 Q1	–	Sell	-4,682	Closed	-$221K	–	991
2024 Q4	$221K	Buy	+4,682	New	+$229K	﹤0.01%	1255

Other funds holding FPXI

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

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

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

KAS

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

Independent Advisor Alliance's FPXI Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2026: 5,687 shares worth $351K. The stake represents ﹤0.01% of the portfolio and ranks #1260 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in FPXI as recently as Q4 2024.

Independent Advisor Alliance first reported a position in FPXI in Q4 2024 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold FPXI as of Q1 2026.

Independent Advisor Alliance held 5,687 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $351K as of Q1 2026.
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF was a new Independent Advisor Alliance position in Q1 2026.
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1260 holding.
Independent Advisor Alliance first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2024 and has held it in 2 quarters since.
75 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.