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

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
2022 Q4	–	Sell	-14,000	Closed	-$500K	–	69
2022 Q3	$500K	Hold	14,000	–	–	0.25%	41
2022 Q2	$606K	Sell	14,000 -2,750	-16%	-$123K	0.29%	39
2022 Q1	$817K	Hold	16,750	–	–	0.3%	34
2021 Q4	$965K	Hold	16,750	–	–	0.33%	32
2021 Q3	$1.05M	Hold	16,750	–	–	0.41%	27
2021 Q2	$1.12M	Hold	16,750	–	–	0.41%	28
2021 Q1	$1.11M	Hold	16,750	–	–	0.44%	28
2020 Q4	$1.15M	Hold	16,750	–	–	0.51%	27
2020 Q3	$989K	Hold	16,750	–	–	0.46%	29
2020 Q2	$892K	Hold	16,750	–	–	0.47%	30
2020 Q1	$658K	Hold	16,750	–	–	0.44%	30
2019 Q4	$715K	Buy	+16,750	New	+$640K	0.41%	35

Other funds holding FPXI

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

OWA

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

BFS

Bickling Financial Services Lexington, Massachusetts $160M AUM 18.81% 1-Year Est. Return

Wealth Advisors's FPXI Position: Q4 2022 in Review

Wealth Advisors sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q4 2022, closing a stake of 14,000 shares — an estimated $500K sold.

Wealth Advisors first reported a position in FPXI in Q4 2019 and held it in 12 quarters. The position peaked at $1.15M in Q4 2020. 108 funds tracked by Wall St. Rank hold FPXI as of Q4 2022.

Wealth Advisors reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q4 2022 after selling out during the quarter.
Wealth Advisors sold 14,000 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q4 2022, an estimated $500K.
Wealth Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2019 and held it in 12 quarters.
Wealth Advisors's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $1.15M in Q4 2020.
108 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q4 2022.

Based on Wealth Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.