WCG Wealth Advisors’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

WCG Wealth 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
2023 Q1	–	Sell	-18,730	Closed	-$728K	–	160
2022 Q4	$728K	Sell	18,730 -197	-1%	-$7.38K	0.1%	123
2022 Q3	$676K	Sell	18,927 -48	-0.3%	-$1.98K	0.09%	158
2022 Q2	$822K	Buy	+18,975	New	+$848K	0.11%	136

Other funds holding FPXI

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Integrity Financial Cheyenne, Wyoming $201M AUM 16.41% 1-Year Est. Return

WCG Wealth Advisors's FPXI Position: Q1 2023 in Review

WCG Wealth Advisors sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q1 2023, closing a stake of 18,730 shares — an estimated $728K sold.

WCG Wealth Advisors first reported a position in FPXI in Q2 2022 and held it in 3 quarters. The position peaked at $822K in Q2 2022. 101 funds tracked by Wall St. Rank hold FPXI as of Q1 2023.

WCG Wealth Advisors reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q1 2023 after selling out during the quarter.
WCG Wealth Advisors sold 18,730 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2023, an estimated $728K.
WCG Wealth Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q2 2022 and held it in 3 quarters.
WCG Wealth Advisors's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $822K in Q2 2022.
101 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2023.

Based on WCG Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.