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

Meridian Financial’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 Q2	$457K	Sell	5,463 -1,698	-24%	-$125K	0.22%	85
2026 Q1	$442K	Sell	7,161 -1,299	-15%	-$83.4K	0.24%	80
2025 Q4	$500K	Sell	8,460 -1,130	-12%	-$67.5K	0.27%	72
2025 Q3	$575K	Sell	9,590 -1,797	-16%	-$103K	0.32%	60
2025 Q2	$643K	Sell	11,387 -191	-2%	-$9.76K	0.42%	50
2025 Q1	$545K	Sell	11,578 -450	-4%	-$22.3K	0.38%	55
2024 Q4	$567K	Buy	12,028 +3	+0%	+$147	0.39%	51
2024 Q3	$582K	Sell	12,025 -199	-2%	-$9.41K	0.39%	51
2024 Q2	$575K	Sell	12,224 -981	-7%	-$45.7K	0.42%	52
2024 Q1	$610K	Buy	13,205 +3	+0%	+$132	0.46%	47
2023 Q4	$558K	Sell	13,202 -337	-2%	-$13.4K	0.44%	46
2023 Q3	$520K	Hold	13,539	–	–	0.48%	43
2023 Q2	$532K	Buy	13,539 +6	+0%	+$238	0.48%	43
2023 Q1	$552K	Buy	13,533 +151	+1%	+$6.07K	0.54%	40
2022 Q4	$520K	Sell	13,382 -1,149	-8%	-$43K	0.55%	41
2022 Q3	$519K	Sell	14,531 -701	-5%	-$28.9K	0.6%	41
2022 Q2	$660K	Sell	15,232 -12	-0.1%	-$536	0.74%	30
2022 Q1	$743K	Buy	15,244 +625	+4%	+$31.8K	0.77%	32
2021 Q4	$842K	Buy	+14,619	New	+$913K	0.79%	32

Other funds holding FPXI

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Meridian Financial's FPXI Position: Q2 2026 in Review

Meridian Financial reduced its First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) stake by 24% in Q2 2026, selling an estimated $125K and leaving 5,463 shares worth $457K. The position accounts for 0.22% of the portfolio, ranked #85.

Meridian Financial first reported a position in FPXI in Q4 2021 and has held it in 19 quarters since. The position peaked at $842K in Q4 2021. 91 funds tracked by Wall St. Rank hold FPXI as of Q2 2026.

Meridian Financial held 5,463 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $457K as of Q2 2026.
Meridian Financial sold 1,698 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q2 2026, an estimated $125K.
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up 0.22% of Meridian Financial's portfolio in Q2 2026, its #85 holding.
Meridian Financial first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2021 and has held it in 19 quarters since.
Meridian Financial's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $842K in Q4 2021.
91 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.