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Lane & Associates’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Lane & Associates’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
Q1 		– Sell
-73,344
Closed -$2.85M – 99
2022
Q4 		$2.85M Buy
+73,344
New +$2.75M 2.7% 9

Other funds holding FPXI

OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IF
Integrity Financial Cheyenne, Wyoming $201M AUM 16.41% 1-Year Est. Return

Lane & Associates's FPXI Position: Q1 2023 in Review

Lane & Associates sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2023, closing a stake of 73,344 shares — an estimated $2.85M sold.

Lane & Associates first reported a position in FPXI in Q4 2022 and held it in 1 quarter. The position peaked at $2.85M in Q4 2022. 101 funds tracked by Wall St. Rank hold FPXI as of Q1 2023.

  • Lane & Associates reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q1 2023 after selling out during the quarter.
  • Lane & Associates sold 73,344 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2023, an estimated $2.85M.
  • Lane & Associates first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2022 and held it in 1 quarter.
  • Lane & Associates's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $2.85M in Q4 2022.
  • 101 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2023.

Based on Lane & Associates's 13F filing for Q1 2023, filed 12 Apr 2024.