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

OneDigital Investment 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
2025 Q1	–	Sell	-7,611	Closed	-$359K	–	1440
2024 Q4	$359K	Buy	+7,611	New	+$372K	﹤0.01%	1040
2022 Q2	–	Sell	-5,263	Closed	-$257K	–	746
2022 Q1	$257K	Sell	5,263 -11,659	-69%	-$592K	0.01%	643
2021 Q4	$975K	Buy	16,922 +1,859	+12%	+$116K	0.03%	292
2021 Q3	$965K	Buy	15,063 +4,299	+40%	+$290K	0.04%	276
2021 Q2	$736K	Sell	10,764 -4,971	-32%	-$333K	0.03%	317
2021 Q1	$1.04M	Buy	15,735 +1,134	+8%	+$80.2K	0.05%	233
2020 Q4	$1M	Sell	14,601 -1	-0%	-$62	0.05%	230
2020 Q3	$830K	Buy	14,602 +7,263	+99%	+$408K	0.06%	221
2020 Q2	$372K	Buy	+7,339	New	+$323K	0.03%	383

Other funds holding FPXI

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

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

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TPWA

Twin Peaks Wealth Advisors Burlingame, California $397M AUM 23.23% 1-Year Est. Return

KAS

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

OneDigital Investment Advisors's FPXI Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2025, closing a stake of 7,611 shares — an estimated $359K sold.

OneDigital Investment Advisors first reported a position in FPXI in Q2 2020 and held it in 9 quarters. The position peaked at $1.04M in Q1 2021. 69 funds tracked by Wall St. Rank hold FPXI as of Q1 2025.

OneDigital Investment Advisors reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q1 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 7,611 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2025, an estimated $359K.
OneDigital Investment Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q2 2020 and held it in 9 quarters.
OneDigital Investment Advisors's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $1.04M in Q1 2021.
69 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.