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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
18,292
shares
|
$873,443
0.0% of portfolio
|
Q3 2024
Reduced 43.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
17,806
shares
|
$850,236
0.0% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
15,993
shares
|
$763,665
0.0% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
15,841
shares
|
$756,407
0.5% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
13,668
shares
|
$652,647
0.01% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
12,875
shares
|
$614,781
0.0% of portfolio
|
Q3 2024
Reduced 26.66%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
12,720
shares
|
$607,380
0.0% of portfolio
|
Q3 2024
Added 10.02%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
12,025
shares
|
$574,193
0.39% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
11,100
shares
|
$530,025
0.0% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
9,594
shares
|
$458,113
0.0% of portfolio
|
Q3 2024
Reduced 18.69%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
8,763
shares
|
$418,433
0.26% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
8,367
shares
|
$399,524
0.21% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
7,978
shares
|
$380,949
0.02% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
7,305
shares
|
$348,813
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
7,053
shares
|
$336,780
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
7,025
shares
|
$335,443
0.03% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
6,928
shares
|
$330,812
0.01% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,681
shares
|
$319,017
0.0% of portfolio
|
Q3 2024
Added 80.28%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
6,513
shares
|
$310,995
0.03% of portfolio
|
Q3 2024
Reduced 26.89%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
6,396
shares
|
$305,409
0.06% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
6,242
shares
|
$298,055
0.0% of portfolio
|
Q3 2024
Reduced 19.75%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
6,217
shares
|
$296,861
0.24% of portfolio
|
Q1 2023
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
6,154
shares
|
$293,853
0.2% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
5,556
shares
|
$265,299
0.03% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,059
shares
|
$241,567
0.0% of portfolio
|
Q3 2024
Reduced 9.04%
|