Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Fd Ii (FPXI)

FPXI Quotes by TradingView

This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (FPXI) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED FD II.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
124K
New
$4.7M - $5.23M
124K $6.19M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
124K
New
$4.7M - $5.23M
124K $6.19M
Apr 20, 2023 Q1 2023
Octavia Wealth Advisors, LLC

BUY
 -
97.2K
+ 22.88%
$3.69M - $4.11M
522K $26.1M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
73.5K
+ 80.13%
$2.79M - $3.11M
165K $8.26M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
30.7K
+ 332.39%
$1.17M - $1.3M
39.9K $2M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
25.8K
+ 10.94%
$980K - $1.09M
262K $13.1M
May 15, 2023 Q1 2023
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
13.3K
+ 35.6%
$505K - $563K
50.7K $2.54M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
12.5K
+ 21.74%
$473K - $527K
69.8K $3.49M
May 15, 2023 Q1 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
10.5K
New
$397K - $443K
10.5K $524K
Apr 10, 2023 Q1 2023
Clarus Wealth Advisors

BUY
 -
9.12K
New
$346K - $386K
9.12K $456K
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
7.73K
New
$293K - $327K
7.73K $387K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
7.69K
New
$292K - $325K
7.69K $385K
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
7.43K
New
$282K - $314K
7.43K $371K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
7.04K
+ 2.31%
$267K - $298K
312K $15.6M
Apr 10, 2023 Q1 2023
Wealth Care Investment Partners, LLC

BUY
 -
6.61K
+ 34.02%
$251K - $280K
26K $1.3M
May 12, 2023 Q1 2023
Private Portfolio Partners LLC

BUY
 -
6.4K
+ 85.99%
$243K - $271K
13.8K $692K
Apr 11, 2023 Q1 2023
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
6.22K
New
$236K - $263K
6.22K $311K
Apr 24, 2023 Q1 2023
Advisor Os, LLC

BUY
 -
6.01K
+ 60.04%
$228K - $254K
16K $802K
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
5.9K
New
$224K - $249K
5.9K $295K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.6K
+ 21.01%
$212K - $237K
32.2K $1.61M
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
5.44K
+ 723.67%
$207K - $230K
6.19K $310K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
5.11K
+ 24.82%
$194K - $216K
25.7K $1.29M
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
4.95K
New
$188K - $209K
4.95K $247K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
4.43K
+ 99.64%
$168K - $187K
8.88K $444K
May 08, 2023 Q1 2023
Empire Life Investments Inc.

BUY
 -
4.4K
+ 66.67%
$167K - $186K
11K $550K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
4.33K
+ 22.33%
$164K - $183K
23.7K $1.19M
May 09, 2023 Q1 2023
Integrity Financial Corp

BUY
 -
3.69K
+ 5.1%
$140K - $156K
76K $3.8M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.6K
New
$98.6K - $110K
2.6K $130K
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
2.05K
+ 12.58%
$77.9K - $86.8K
18.4K $919K
Apr 07, 2023 Q1 2023
Hbw Advisory Services LLC

BUY
 -
1.23K
+ 13.4%
$46.7K - $52K
10.4K $521K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
1.21K
+ 14.03%
$46K - $51.3K
9.86K $493K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
883
+ 15.97%
$33.5K - $37.3K
6.41K $321K
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
879
+ 4.9%
$33.4K - $37.2K
18.8K $940K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
700
+ 10.92%
$26.6K - $29.6K
7.11K $356K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
522
New
$19.8K - $22.1K
522 $26.1K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
510
New
$19.4K - $21.6K
510 $25.5K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
410
New
$15.6K - $17.3K
410 $20.5K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
387
+ 0.93%
$14.7K - $16.4K
41.9K $2.1M
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
375
+ 3.99%
$14.2K - $15.9K
9.78K $489K
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
309
+ 4.65%
$11.7K - $13.1K
6.95K $348K
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
260
New
$9.87K - $11K
260 $13K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
200
+ 6.53%
$7.59K - $8.46K
3.26K $163K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
170
+ 1.04%
$6.45K - $7.19K
16.6K $829K
Aug 13, 2024 Q1 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
151
+ 1.13%
$5.73K - $6.38K
13.5K $677K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
102
+ 167.21%
$3.87K - $4.31K
163 $8.15K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
74
+ 0.65%
$2.81K - $3.13K
11.5K $576K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
67
New
$2.54K - $2.83K
67 $3.35K
Apr 05, 2023 Q1 2023
Savior LLC

BUY
 -
63
+ 0.11%
$2.39K - $2.66K
58.6K $2.93M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
26
+ 1.83%
$987 - $1.1K
1.45K $72.3K

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