Institutional Ownership First Tr Exchange Traded Fd Ii (FPXI)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (FPXI). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 2.02 Million shares, which have been reported (via 13F filing form) to have a value of $96.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
320,231
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
255,020
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
196,042
shares
|
$9.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
123,009
shares
|
$5.87 Million
0.0% of portfolio
|
Q3 2024
Added 22.96%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
88,161
shares
|
$4.21 Million
2.15% of portfolio
|
Q4 2022
Reduced 30.38%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
72,561
shares
|
$3.46 Million
2.51% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
55,771
shares
|
$2.66 Million
1.24% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
54,402
shares
|
$2.6 Million
0.75% of portfolio
|
Q3 2024
Reduced 30.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
49,762
shares
|
$2.38 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
45,277
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.94%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
39,516
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
37,394
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
36,121
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
35,977
shares
|
$1.72 Million
0.41% of portfolio
|
Q2 2023
Reduced 9.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
35,559
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 18.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
35,507
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,283
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 104.33%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
28,737
shares
|
$1.37 Million
0.63% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
28,554
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Added 1035.35%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
27,591
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,968
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2022
Reduced 17.3%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
25,770
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,373
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
19,422
shares
|
$927,400
0.05% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
19,209
shares
|
$917,229
0.0% of portfolio
|
Q3 2024
Reduced 10.06%
|