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

NewEdge Wealth’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	$528K	Sell	8,548 -37	-0.4%	-$2.38K	0.01%	798
2025 Q4	$508K	Hold	8,585	–	–	0.01%	833
2025 Q3	$513K	Sell	8,585 -100	-1%	-$5.73K	0.01%	743
2025 Q2	$486K	Sell	8,685 -2,582	-23%	-$132K	0.01%	720
2025 Q1	$531K	Sell	11,267 -999	-8%	-$49.6K	0.01%	633
2024 Q4	$578K	Sell	12,266 -1,402	-10%	-$68.5K	0.01%	609
2024 Q3	$661K	Sell	13,668 -1,796	-12%	-$84.9K	0.01%	558
2024 Q2	$728K	Hold	15,464	–	–	0.02%	465
2024 Q1	$701K	Sell	15,464 -1,183	-7%	-$52.1K	0.02%	485
2023 Q4	$703K	Sell	16,647 -923	-5%	-$36.6K	0.02%	449
2023 Q3	$675K	Buy	17,570 +7,158	+69%	+$288K	0.02%	421
2023 Q2	$409K	Buy	+10,412	New	+$413K	0.01%	489

Other funds holding FPXI

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NewEdge Wealth's FPXI Position: Q1 2026 in Review

NewEdge Wealth reduced its First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) stake by 0.43% in Q1 2026, selling an estimated $2.38K and leaving 8,548 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #798.

NewEdge Wealth first reported a position in FPXI in Q2 2023 and has held it in 12 quarters since. The position peaked at $728K in Q2 2024. 75 funds tracked by Wall St. Rank hold FPXI as of Q1 2026.

NewEdge Wealth held 8,548 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $528K as of Q1 2026.
NewEdge Wealth sold 37 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2026, an estimated $2.38K.
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #798 holding.
NewEdge Wealth first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q2 2023 and has held it in 12 quarters since.
NewEdge Wealth's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $728K in Q2 2024.
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 NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.