Lee Financial Group Hawaii’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Lee Financial Group Hawaii’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
2021 Q1	–	Sell	-7,453	Closed	-$513K	–	34
2020 Q4	$513K	Sell	7,453 -201	-3%	-$12.4K	0.43%	33
2020 Q3	$435K	Buy	7,654 +198	+3%	+$11.1K	0.36%	34
2020 Q2	$378K	Buy	+7,456	New	+$328K	0.33%	35

Other funds holding FPXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KIG

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Lee Financial Group Hawaii's FPXI Position: Q1 2021 in Review

Lee Financial Group Hawaii sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2021, closing a stake of 7,453 shares — an estimated $513K sold.

Lee Financial Group Hawaii first reported a position in FPXI in Q2 2020 and held it in 3 quarters. The position peaked at $513K in Q4 2020. 149 funds tracked by Wall St. Rank hold FPXI as of Q1 2021.

Lee Financial Group Hawaii reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q1 2021 after selling out during the quarter.
Lee Financial Group Hawaii sold 7,453 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2021, an estimated $513K.
Lee Financial Group Hawaii first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q2 2020 and held it in 3 quarters.
Lee Financial Group Hawaii's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $513K in Q4 2020.
149 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2021.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2021, filed 10 May 2021.