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tru Independence’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

tru Independence’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
Q3 		– Sell
-812
Closed -$56K – 252
2021
Q2 		$56K Buy
+812
New +$54.5K 0.02% 193

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

tru Independence's FPXI Position: Q3 2021 in Review

tru Independence sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q3 2021, closing a stake of 812 shares — an estimated $56K sold.

tru Independence first reported a position in FPXI in Q2 2021 and held it in 1 quarter. The position peaked at $56K in Q2 2021. 147 funds tracked by Wall St. Rank hold FPXI as of Q3 2021.

  • tru Independence reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q3 2021 after selling out during the quarter.
  • tru Independence sold 812 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q3 2021, an estimated $56K.
  • tru Independence first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q2 2021 and held it in 1 quarter.
  • tru Independence's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $56K in Q2 2021.
  • 147 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.