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 1.95 Million shares, which have been reported (via 13F filing form) to have a value of $119 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
20,730
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
18,991
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
18,242
shares
|
$1.11 Million
0.22% of portfolio
|
Q3 2025
Reduced 29.25%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
17,945
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
16,189
shares
|
$987,852
0.0% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
11,928
shares
|
$727,846
0.0% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
10,573
shares
|
$645,164
0.0% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
10,384
shares
|
$633,631
0.02% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,301
shares
|
$628,567
0.0% of portfolio
|
Q2 2025
Reduced 33.98%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
9,590
shares
|
$585,181
0.32% of portfolio
|
Q3 2025
Reduced 15.78%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
8,685
shares
|
$529,958
0.01% of portfolio
|
Q2 2025
Reduced 22.92%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
7,379
shares
|
$450,266
0.23% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
6,950
shares
|
$424,089
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
6,770
shares
|
$413,105
0.0% of portfolio
|
Q3 2025
Reduced 61.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
6,600
shares
|
$402,732
0.0% of portfolio
|
Q2 2025
Reduced 45.82%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
6,480
shares
|
$395,409
0.0% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
6,402
shares
|
$390,650
0.07% of portfolio
|
Q2 2025
Added 30.63%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
6,217
shares
|
$379,361
0.24% of portfolio
|
Q1 2023
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
5,970
shares
|
$364,289
0.21% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,136
shares
|
$313,398
0.04% of portfolio
|
Q4 2024
Reduced 19.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,059
shares
|
$308,700
0.0% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
4,993
shares
|
$304,672
0.01% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
4,878
shares
|
$297,655
0.09% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
4,813
shares
|
$293,689
0.0% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,803
shares
|
$293,079
0.01% of portfolio
|
Q2 2025
Added 0.02%
|