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

Spire 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
2023 Q3	–	Sell	-503	Closed	-$19.7K	–	2398
2023 Q2	$19.7K	Sell	503 -19	-4%	-$754	﹤0.01%	1595
2023 Q1	$21.3K	Buy	+522	New	+$21K	﹤0.01%	1589
2022 Q4	–	Sell	-2,409	Closed	-$86K	–	2348
2022 Q3	$86K	Sell	2,409 -3,511	-59%	-$145K	0.01%	753
2022 Q2	$256K	Buy	5,920 +973	+20%	+$43.5K	0.01%	678
2022 Q1	$241K	Sell	4,947 -15,265	-76%	-$775K	0.01%	809
2021 Q4	$1.16M	Buy	20,212 +15,510	+330%	+$969K	0.03%	432
2021 Q3	$301K	Buy	+4,702	New	+$317K	0.01%	754
2021 Q2	–	Sell	-12,062	Closed	-$782K	–	2713
2021 Q1	$782K	Buy	+12,062	New	+$853K	0.02%	525

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

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

Integrity Financial Cheyenne, Wyoming $201M AUM 16.41% 1-Year Est. Return

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

AAS

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Spire Wealth Management's FPXI Position: Q3 2023 in Review

Spire Wealth Management sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q3 2023, closing a stake of 503 shares — an estimated $19.7K sold.

Spire Wealth Management first reported a position in FPXI in Q1 2021 and held it in 8 quarters. The position peaked at $1.16M in Q4 2021. 86 funds tracked by Wall St. Rank hold FPXI as of Q3 2023.

Spire Wealth Management reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q3 2023 after selling out during the quarter.
Spire Wealth Management sold 503 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q3 2023, an estimated $19.7K.
Spire Wealth Management first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $1.16M in Q4 2021.
86 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.