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

WFG 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
2017 Q2	$63K	Buy	2,001 +151	+8%	+$4.67K	0.01%	642
2017 Q1	$53K	Buy	1,850 +950	+106%	+$26.1K	0.01%	646
2016 Q4	$23K	Hold	900	–	–	0.01%	899
2016 Q3	$25K	Hold	900	–	–	0.01%	889
2016 Q2	$22K	Hold	900	–	–	0.01%	892
2016 Q1	$24K	Buy	900 +100	+13%	+$2.46K	0.01%	837
2015 Q4	$22K	Buy	800 +500	+167%	+$13.5K	0.01%	869
2015 Q3	$8K	Hold	300	–	–	﹤0.01%	1142
2015 Q2	$9K	Hold	300	–	–	﹤0.01%	1213
2015 Q1	$9K	Hold	300	–	–	﹤0.01%	1233
2014 Q4	$9K	Buy	+300	New	+$8.88K	﹤0.01%	1495

Other funds holding FPXI

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

WFG Advisors's FPXI Position: Q2 2017 in Review

WFG Advisors increased its First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) stake by 8.2% in Q2 2017, buying an estimated $4.67K and bringing the position to 2,001 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #642.

WFG Advisors first reported a position in FPXI in Q4 2014 and has held it in 11 quarters since. 8 funds tracked by Wall St. Rank hold FPXI as of Q2 2017.

WFG Advisors held 2,001 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $63K as of Q2 2017.
WFG Advisors bought 151 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q2 2017, an estimated $4.67K.
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #642 holding.
WFG Advisors first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2014 and has held it in 11 quarters since.
8 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.