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

TrueWealth Financial Partners’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	–	Sell	-18,201	Closed	-$1.08M	–	84
2025 Q4	$1.08M	Buy	+18,201	New	+$1.09M	0.89%	30

Other funds holding FPXI

LPL Financial San Diego, California $445B AUM 25.58% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return

TrueWealth Financial Partners's FPXI Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2026, closing a stake of 18,201 shares — an estimated $1.08M sold.

TrueWealth Financial Partners first reported a position in FPXI in Q4 2025 and held it in 1 quarter. The position peaked at $1.08M in Q4 2025. 75 funds tracked by Wall St. Rank hold FPXI as of Q1 2026.

TrueWealth Financial Partners reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q1 2026 after selling out during the quarter.
TrueWealth Financial Partners sold 18,201 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2026, an estimated $1.08M.
TrueWealth Financial Partners first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2025 and held it in 1 quarter.
TrueWealth Financial Partners's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $1.08M in Q4 2025.
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 TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.