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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

Meridian Financial's FPXI Position: Q1 2026 in Review

Meridian Financial reduced its First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) stake by 15% in Q1 2026, selling an estimated $83.4K and leaving 7,161 shares worth $442K. The position accounts for 0.24% of the portfolio, ranked #80.

Meridian Financial first reported a position in FPXI in Q4 2021 and has held it in 18 quarters since. The position peaked at $842K in Q4 2021. 75 funds tracked by Wall St. Rank hold FPXI as of Q1 2026.

  • Meridian Financial held 7,161 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $442K as of Q1 2026.
  • Meridian Financial sold 1,299 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2026, an estimated $83.4K.
  • First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up 0.24% of Meridian Financial's portfolio in Q1 2026, its #80 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 18 quarters since.
  • Meridian Financial's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $842K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2026.

Based on Meridian Financial's 13F filing for Q1 2026, filed 21 Apr 2026.