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True Link Financial Advisors’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

True Link Financial Advisors’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
Q1 		– Sell
-491
Closed -$28K – 175
2021
Q4 		$28K Buy
+491
New +$30.7K ﹤0.01% 524

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
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

True Link Financial Advisors's FPXI Position: Q1 2022 in Review

True Link Financial Advisors sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2022, closing a stake of 491 shares — an estimated $28K sold.

True Link Financial Advisors first reported a position in FPXI in Q4 2021 and held it in 1 quarter. The position peaked at $28K in Q4 2021. 127 funds tracked by Wall St. Rank hold FPXI as of Q1 2022.

  • True Link Financial Advisors reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 491 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2022, an estimated $28K.
  • True Link Financial Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2021 and held it in 1 quarter.
  • True Link Financial Advisors's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $28K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.