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

World Equity Group’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
Q3 		– Sell
-6,740
Closed -$265K – 353
2023
Q2 		$265K Buy
6,740
+839
+14% +$33.3K 0.08% 255
2023
Q1 		$300K Sell
5,901
-2,663
-31% -$107K 0.04% 378
2022
Q4 		$333K Buy
8,564
+24
+0.3% +$899 0.08% 235
2022
Q3 		$305K Buy
8,540
+2,071
+32% +$85.5K 0.08% 243
2022
Q2 		$280K Buy
+6,469
New +$289K 0.07% 265

Other funds holding FPXI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IF
Integrity Financial Cheyenne, Wyoming $201M AUM 16.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

World Equity Group's FPXI Position: Q3 2023 in Review

World Equity Group sold out of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q3 2023, closing a stake of 6,740 shares — an estimated $265K sold.

World Equity Group first reported a position in FPXI in Q2 2022 and held it in 5 quarters. The position peaked at $333K in Q4 2022. 86 funds tracked by Wall St. Rank hold FPXI as of Q3 2023.

  • World Equity Group reported no remaining First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position as of Q3 2023 after selling out during the quarter.
  • World Equity Group sold 6,740 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q3 2023, an estimated $265K.
  • World Equity Group first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q2 2022 and held it in 5 quarters.
  • World Equity Group's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $333K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q3 2023.

Based on World Equity Group's 13F filing for Q3 2023, filed 22 Jul 2024.