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

Insigneo 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
2024 Q2	–	Sell	-4,697	Closed	-$217K	–	615
2024 Q1	$217K	Sell	4,697 -2,611	-36%	-$115K	0.03%	446
2023 Q4	$309K	Sell	7,308 -148	-2%	-$5.88K	0.04%	324
2023 Q3	$286K	Sell	7,456 -99	-1%	-$3.98K	0.06%	294
2023 Q2	$297K	Buy	+7,555	New	+$300K	0.06%	284

Other funds holding FPXI

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

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Insigneo Advisory Services's FPXI Position: Q2 2024 in Review

Insigneo Advisory Services sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q2 2024, closing a stake of 4,697 shares — an estimated $217K sold.

Insigneo Advisory Services first reported a position in FPXI in Q2 2023 and held it in 4 quarters. The position peaked at $309K in Q4 2023. 83 funds tracked by Wall St. Rank hold FPXI as of Q2 2024.

Insigneo Advisory Services reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q2 2024 after selling out during the quarter.
Insigneo Advisory Services sold 4,697 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q2 2024, an estimated $217K.
Insigneo Advisory Services first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q2 2023 and held it in 4 quarters.
Insigneo Advisory Services's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $309K in Q4 2023.
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 Insigneo Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.