Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Fd Ii (FPXI)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
20New |
$759 - $846
|
20
$1K
|
|
|
Apr 24, 2023
Q1 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
5+ 0.09% |
$190 - $211
|
5.74K
$287K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
5+ 0.31% |
$190 - $211
|
1.61K
$80.4K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$38 - $42.3
|
6.68K
$334K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$38 - $42.3
|
10.3K
$516K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.22% |
$38 - $42.3
|
447
$22.4K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-31- 0.23% |
$1.18K - $1.31K
|
13.4K
$668K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-159- 75.36% |
$6.03K - $6.72K
|
52
$2.6K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-294- 1.0% |
$11.2K - $12.4K
|
29K
$1.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-376- 6.34% |
$14.3K - $15.9K
|
5.55K
$278K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-445- 22.8% |
$16.9K - $18.8K
|
1.51K
$75.4K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-546- 7.56% |
$20.7K - $23.1K
|
6.68K
$334K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-608- 24.99% |
$23.1K - $25.7K
|
1.83K
$91.3K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-800- 5.01% |
$30.4K - $33.8K
|
15.2K
$758K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-995- 50.79% |
$37.8K - $42.1K
|
964
$48.2K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.01K- 3.03% |
$38.3K - $42.7K
|
32.2K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.18K- 10.66% |
$44.9K - $50K
|
9.91K
$496K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.2K- 7.21% |
$45.4K - $50.6K
|
15.4K
$770K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.26K- 3.69% |
$47.7K - $53.1K
|
32.8K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.67K- 9.31% |
$63.5K - $70.7K
|
16.3K
$814K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.26K- 19.67% |
$85.6K - $95.4K
|
9.21K
$461K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.26K- 6.83% |
$85.9K - $95.7K
|
30.9K
$1.54M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.6K- 5.83% |
$98.7K - $110K
|
42K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.77K- 7.05% |
$105K - $117K
|
36.5K
$1.83M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.84K- 7.99% |
$108K - $120K
|
32.7K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.01K- 5.34% |
$152K - $170K
|
71.2K
$3.56M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.6K- 17.36% |
$212K - $237K
|
26.6K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.37K- 44.13% |
$242K - $269K
|
8.06K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-7.53K- 14.41% |
$286K - $318K
|
44.7K
$2.23M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.37K- 42.56% |
$317K - $354K
|
11.3K
$565K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.74K- 13.2% |
$369K - $412K
|
64K
$3.2M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-10.3K- 20.7% |
$392K - $436K
|
39.6K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.9K- 21.71% |
$415K - $462K
|
39.4K
$1.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.7K- 31.15% |
$784K - $873K
|
45.6K
$2.28M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-26.9K- 82.93% |
$1.02M - $1.14M
|
5.54K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-32.1K- 64.21% |
$1.22M - $1.36M
|
17.9K
$896K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.1K- 15.11% |
$2.02M - $2.25M
|
298K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-55.6K- 59.63% |
$2.11M - $2.35M
|
37.6K
$1.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-65.4K- 80.64% |
$2.48M - $2.76M
|
15.7K
$785K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-73.3KClosed |
$2.78M - $3.1M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-79K- 34.78% |
$3M - $3.34M
|
148K
$7.41M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-83K- 15.98% |
$3.15M - $3.51M
|
437K
$21.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-99.7K- 97.45% |
$3.78M - $4.21M
|
2.61K
$130K
|