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

Robertson Stephens Wealth Management’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
2024 Q4	–	Sell	-7,053	Closed	-$341K	–	593
2024 Q3	$341K	Buy	+7,053	New	+$333K	0.01%	501

Other funds holding FPXI

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

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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

TPWA

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

AAS

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

KAS

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Robertson Stephens Wealth Management's FPXI Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q4 2024, closing a stake of 7,053 shares — an estimated $341K sold.

Robertson Stephens Wealth Management first reported a position in FPXI in Q3 2024 and held it in 1 quarter. The position peaked at $341K in Q3 2024. 77 funds tracked by Wall St. Rank hold FPXI as of Q4 2024.

Robertson Stephens Wealth Management reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q4 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 7,053 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q4 2024, an estimated $341K.
Robertson Stephens Wealth Management first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q3 2024 and held it in 1 quarter.
Robertson Stephens Wealth Management's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $341K in Q3 2024.
77 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.