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

Walkner Condon 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
2021 Q4	–	Sell	-3,708	Closed	-$237K	–	141
2021 Q3	$237K	Buy	3,708 +71	+2%	+$4.78K	0.12%	125
2021 Q2	$249K	Buy	3,637 +235	+7%	+$15.8K	0.09%	146
2021 Q1	$224K	Sell	3,402 -188	-5%	-$13.3K	0.09%	160
2020 Q4	$247K	Buy	+3,590	New	+$221K	0.11%	119

Other funds holding FPXI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

KIG

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

Walkner Condon Financial Advisors's FPXI Position: Q4 2021 in Review

Walkner Condon Financial Advisors sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q4 2021, closing a stake of 3,708 shares — an estimated $237K sold.

Walkner Condon Financial Advisors first reported a position in FPXI in Q4 2020 and held it in 4 quarters. The position peaked at $249K in Q2 2021. 163 funds tracked by Wall St. Rank hold FPXI as of Q4 2021.

Walkner Condon Financial Advisors reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q4 2021 after selling out during the quarter.
Walkner Condon Financial Advisors sold 3,708 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q4 2021, an estimated $237K.
Walkner Condon Financial Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2020 and held it in 4 quarters.
Walkner Condon Financial Advisors's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $249K in Q2 2021.
163 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q4 2021.

Based on Walkner Condon Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.