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Steward Partners Investment Advisory’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Steward Partners Investment Advisory’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
2026
Q1 		$11.2K Hold
181
– – ﹤0.01% 3506
2025
Q4 		$10.7K Hold
181
– – ﹤0.01% 3422
2025
Q3 		$10.8K Sell
181
-926
-84% -$53.1K ﹤0.01% 3369
2025
Q2 		$62.5K Hold
1,107
– – ﹤0.01% 2362
2025
Q1 		$52.1K Hold
1,107
– – ﹤0.01% 2363
2024
Q4 		$52.2K Sell
1,107
-447
-29% -$21.9K ﹤0.01% 2312
2024
Q3 		$75.2K Buy
1,554
+3
+0.2% +$142 ﹤0.01% 2029
2024
Q2 		$73K Hold
1,551
– – ﹤0.01% 1923
2024
Q1 		$71.6K Sell
1,551
-400
-21% -$17.6K ﹤0.01% 1927
2023
Q4 		$82.4K Sell
1,951
-653
-25% -$25.9K ﹤0.01% 1770
2023
Q3 		$100K Sell
2,604
-2
-0.1% -$80 ﹤0.01% 1567
2023
Q2 		$102K Sell
2,606
-658
-20% -$26.1K ﹤0.01% 1577
2023
Q1 		$133K Buy
3,264
+200
+7% +$8.03K ﹤0.01% 1467
2022
Q4 		$119K Hold
3,064
– – ﹤0.01% 1477
2022
Q3 		$109K Sell
3,064
-934
-23% -$38.6K ﹤0.01% 1458
2022
Q2 		$173K Buy
3,998
+46
+1% +$2.06K ﹤0.01% 1265
2022
Q1 		$193K Sell
3,952
-1,178
-23% -$59.8K ﹤0.01% 1310
2021
Q4 		$296K Sell
5,130
-6,800
-57% -$425K ﹤0.01% 1145
2021
Q3 		$764K Buy
11,930
+728
+6% +$49K 0.01% 753
2021
Q2 		$766K Sell
11,202
-6,015
-35% -$404K 0.01% 777
2021
Q1 		$1.14M Buy
17,217
+10,198
+145% +$721K 0.02% 602
2020
Q4 		$483K Buy
7,019
+6,651
+1,807% +$410K 0.01% 770
2020
Q3 		$21K Buy
368
+207
+129% +$11.6K ﹤0.01% 1877
2020
Q2 		$8K Hold
161
– – ﹤0.01% 2120
2020
Q1 		$5K Hold
161
– – ﹤0.01% 2074
2019
Q4 		$6K Hold
161
– – ﹤0.01% 2178
2019
Q3 		$5K Hold
161
– – ﹤0.01% 2240
2019
Q2 		$5K Buy
+161
New +$5.65K ﹤0.01% 2215
2018
Q4 		– Sell
-161
Closed -$6K – 1259
2018
Q3 		$6K Hold
161
– – ﹤0.01% 2056
2018
Q2 		$6K Buy
+161
New +$5.91K ﹤0.01% 1927

Other funds holding FPXI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

Steward Partners Investment Advisory's FPXI Position: Q1 2026 in Review

Steward Partners Investment Advisory held its First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) position steady in Q1 2026 at 181 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3506.

Steward Partners Investment Advisory first reported a position in FPXI in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.14M in Q1 2021. 75 funds tracked by Wall St. Rank hold FPXI as of Q1 2026.

  • Steward Partners Investment Advisory held 181 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $11.2K as of Q1 2026.
  • Steward Partners Investment Advisory left its First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF share count unchanged in Q1 2026.
  • First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3506 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q2 2018 and has held it in 30 quarters since.
  • Steward Partners Investment Advisory's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $1.14M in Q1 2021.
  • 75 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.