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Kowal Investment Group’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Kowal Investment Group’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
2023
Q4 		– Sell
-6,731
Closed -$259K – 170
2023
Q3 		$259K Sell
6,731
-1,461
-18% -$58.7K 0.07% 126
2023
Q2 		$322K Sell
8,192
-7,501
-48% -$298K 0.09% 116
2023
Q1 		$640K Sell
15,693
-65,377
-81% -$2.63M 0.18% 65
2022
Q4 		$3.15M Sell
81,070
-140,147
-63% -$5.25M 0.94% 15
2022
Q3 		$7.9M Sell
221,217
-21,305
-9% -$879K 2.67% 6
2022
Q2 		$10.5M Buy
242,522
+1,887
+0.8% +$84.3K 3.44% 5
2022
Q1 		$11.7M Sell
240,635
-920
-0.4% -$46.7K 3.58% 5
2021
Q4 		$13.9M Buy
241,555
+24,145
+11% +$1.51M 4.13% 5
2021
Q3 		$13.9M Buy
217,410
+26,631
+14% +$1.79M 4.4% 5
2021
Q2 		$13M Sell
190,779
-130,349
-41% -$8.74M 4.7% 5
2021
Q1 		$21.2M Buy
321,128
+9,160
+3% +$648K 8.57% 4
2020
Q4 		$21.9M Buy
+311,968
New +$19.2M 10.17% 4

Other funds holding FPXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IF
Integrity Financial Cheyenne, Wyoming $201M AUM 16.41% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TPWA
Twin Peaks Wealth Advisors Burlingame, California $397M AUM 23.23% 1-Year Est. Return

Kowal Investment Group's FPXI Position: Q4 2023 in Review

Kowal Investment Group sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q4 2023, closing a stake of 6,731 shares — an estimated $259K sold.

Kowal Investment Group first reported a position in FPXI in Q4 2020 and held it in 12 quarters. The position peaked at $21.9M in Q4 2020. 89 funds tracked by Wall St. Rank hold FPXI as of Q4 2023.

  • Kowal Investment Group reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q4 2023 after selling out during the quarter.
  • Kowal Investment Group sold 6,731 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q4 2023, an estimated $259K.
  • Kowal Investment Group first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2020 and held it in 12 quarters.
  • Kowal Investment Group's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $21.9M in Q4 2020.
  • 89 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q4 2023.

Based on Kowal Investment Group's 13F filing for Q4 2023, filed 22 Jan 2024.