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

Next Financial Group’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 Q4	$1.29M	Buy	22,325 +2,893	+15%	+$181K	0.08%	264
2021 Q3	$1.25M	Buy	19,432 +1,599	+9%	+$108K	0.1%	225
2021 Q2	$1.22M	Buy	17,833 +3,818	+27%	+$256K	0.1%	222
2021 Q1	$925K	Buy	14,015 +3,057	+28%	+$216K	0.08%	258
2020 Q4	$754K	Buy	10,958 +1,391	+15%	+$85.8K	0.07%	273
2020 Q3	$544K	Buy	+9,567	New	+$537K	0.06%	313

Other funds holding FPXI

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

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

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

RJA

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

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

KIG

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

Next Financial Group's FPXI Position: Q4 2021 in Review

Next Financial Group increased its First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) stake by 15% in Q4 2021, buying an estimated $181K and bringing the position to 22,325 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #264.

Next Financial Group first reported a position in FPXI in Q3 2020 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold FPXI as of Q4 2021.

Next Financial Group held 22,325 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $1.29M as of Q4 2021.
Next Financial Group bought 2,893 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q4 2021, an estimated $181K.
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up 0.08% of Next Financial Group's portfolio in Q4 2021, its #264 holding.
Next Financial Group first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q3 2020 and has held it in 6 quarters since.
163 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.