Key Financial Inc’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Key Financial Inc’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	$1.91K	Sell	31 -21	-40%	-$1.35K	﹤0.01%	1179
2025 Q4	$3.08K	Hold	52	–	–	﹤0.01%	1120
2025 Q3	$3.14K	Hold	52	–	–	﹤0.01%	1130
2025 Q2	$2.94K	Hold	52	–	–	﹤0.01%	1132
2025 Q1	$2.45K	Hold	52	–	–	﹤0.01%	1118
2024 Q4	$2.45K	Hold	52	–	–	﹤0.01%	1129
2024 Q3	$2.52K	Hold	52	–	–	﹤0.01%	1084
2024 Q2	$2.45K	Hold	52	–	–	﹤0.01%	1080
2024 Q1	$2.4K	Hold	52	–	–	﹤0.01%	1082
2023 Q4	$2.2K	Hold	52	–	–	﹤0.01%	1088
2023 Q3	$2K	Hold	52	–	–	﹤0.01%	1115
2023 Q2	$2.04K	Hold	52	–	–	﹤0.01%	1159
2023 Q1	$2.12K	Sell	52 -159	-75%	-$6.39K	﹤0.01%	950
2022 Q4	$7.53K	Hold	211	–	–	﹤0.01%	696
2022 Q3	$8K	Buy	+211	New	+$8.71K	﹤0.01%	677

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

Key Financial Inc's FPXI Position: Q1 2026 in Review

Key Financial Inc reduced its First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) stake by 40% in Q1 2026, selling an estimated $1.35K and leaving 31 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Key Financial Inc first reported a position in FPXI in Q3 2022 and has held it in 15 quarters since. The position peaked at $8K in Q3 2022. 75 funds tracked by Wall St. Rank hold FPXI as of Q1 2026.

Key Financial Inc held 31 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $1.91K as of Q1 2026.
Key Financial Inc sold 21 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2026, an estimated $1.35K.
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1179 holding.
Key Financial Inc first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q3 2022 and has held it in 15 quarters since.
Key Financial Inc's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $8K in Q3 2022.
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 Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.