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

PCG Wealth 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
2022 Q4	–	Sell	-9,116	Closed	-$326K	–	126
2022 Q3	$326K	Buy	9,116 +2,309	+34%	+$95.3K	0.12%	95
2022 Q2	$295K	Sell	6,807 -734	-10%	-$32.8K	0.21%	69
2022 Q1	$368K	Sell	7,541 -12,706	-63%	-$645K	0.23%	58
2021 Q4	$1.17M	Buy	+20,247	New	+$1.27M	0.81%	28

Other funds holding FPXI

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Bickling Financial Services Lexington, Massachusetts $160M AUM 18.81% 1-Year Est. Return