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

Sowell 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
2022 Q2	–	Sell	-15,463	Closed	-$850K	–	304
2022 Q1	$850K	Buy	+15,463	New	+$786K	0.15%	100
2021 Q2	–	Sell	-4,568	Closed	-$302K	–	1307
2021 Q1	$302K	Sell	4,568 -9,738	-68%	-$688K	0.01%	844
2020 Q4	$984K	Buy	14,306 +13,076	+1,063%	+$807K	0.04%	334
2020 Q3	$70K	Buy	1,230 +410	+50%	+$23K	﹤0.01%	1097
2020 Q2	$42K	Buy	+820	New	+$36.1K	﹤0.01%	1210

Other funds holding FPXI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KIG

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sowell Financial Services's FPXI Position: Q2 2022 in Review

Sowell Financial Services sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q2 2022, closing a stake of 15,463 shares — an estimated $850K sold.

Sowell Financial Services first reported a position in FPXI in Q2 2020 and held it in 5 quarters. The position peaked at $984K in Q4 2020. 124 funds tracked by Wall St. Rank hold FPXI as of Q2 2022.

Sowell Financial Services reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q2 2022 after selling out during the quarter.
Sowell Financial Services sold 15,463 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q2 2022, an estimated $850K.
Sowell Financial Services first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q2 2020 and held it in 5 quarters.
Sowell Financial Services's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $984K in Q4 2020.
124 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q2 2022.

Based on Sowell Financial Services's 13F filing for Q2 2022, filed 15 Aug 2022.