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

Searcy Financial Services’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	–	Sell	-130,190	Closed	-$8.34M	–	24
2021 Q3	$8.34M	Buy	130,190 +3,539	+3%	+$238K	5.1%	8
2021 Q2	$8.66M	Buy	126,651 +4,382	+4%	+$294K	5.25%	8
2021 Q1	$8.06M	Buy	122,269 +1,214	+1%	+$85.8K	5.11%	10
2020 Q4	$8.33M	Buy	+121,055	New	+$7.47M	4.98%	11

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 $79.5B AUM 27.1% 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 $5.28B AUM 39.19% 1-Year Est. Return

KIG

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

Searcy Financial Services's FPXI Position: Q4 2021 in Review

Searcy Financial Services sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q4 2021, closing a stake of 130,190 shares — an estimated $8.34M sold.

Searcy Financial Services first reported a position in FPXI in Q4 2020 and held it in 4 quarters. The position peaked at $8.66M in Q2 2021. 163 funds tracked by Wall St. Rank hold FPXI as of Q4 2021.

Searcy Financial Services reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q4 2021 after selling out during the quarter.
Searcy Financial Services sold 130,190 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q4 2021, an estimated $8.34M.
Searcy Financial Services first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2020 and held it in 4 quarters.
Searcy Financial Services's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $8.66M in Q2 2021.
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 Searcy Financial Services's 13F filing for Q4 2021, filed 18 Jan 2022.