LexAurum Advisors’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

LexAurum Advisors’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	-9,446	Closed	-$363K	–	303
2023 Q3	$363K	Buy	9,446 +614	+7%	+$24.7K	0.11%	185
2023 Q2	$347K	Buy	8,832 +742	+9%	+$29.4K	0.1%	175
2023 Q1	$330K	Buy	+8,090	New	+$325K	0.11%	175

Other funds holding FPXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Integrity Financial Cheyenne, Wyoming $209M AUM 21.37% 1-Year Est. Return

AAS

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

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

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

LexAurum Advisors's FPXI Position: Q4 2023 in Review

LexAurum Advisors sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q4 2023, closing a stake of 9,446 shares — an estimated $363K sold.

LexAurum Advisors first reported a position in FPXI in Q1 2023 and held it in 3 quarters. The position peaked at $363K in Q3 2023. 89 funds tracked by Wall St. Rank hold FPXI as of Q4 2023.

LexAurum Advisors 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.
LexAurum Advisors sold 9,446 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q4 2023, an estimated $363K.
LexAurum Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q1 2023 and held it in 3 quarters.
LexAurum Advisors's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $363K in Q3 2023.
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 LexAurum Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.