Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.5KNew |
$1.01M - $1.16M
|
24.5K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.9K+ 32.21% |
$861K - $988K
|
85.7K
$4.08M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.4K+ 6.57% |
$842K - $966K
|
331K
$15.8M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.3K+ 40.78% |
$548K - $629K
|
45.9K
$2.18M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10K+ 5.01% |
$412K - $473K
|
210K
$9.98M
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
8.05K+ 13.41% |
$332K - $381K
|
68.1K
$3.24M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.31KNew |
$219K - $251K
|
5.31K
$252K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.72KNew |
$195K - $223K
|
4.72K
$225K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
4.65KNew |
$192K - $220K
|
4.65K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.45KNew |
$183K - $210K
|
4.45K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.95K+ 7.89% |
$121K - $139K
|
40.3K
$1.92M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.78K+ 0.85% |
$73.3K - $84.1K
|
210K
$9.98M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.78K+ 0.85% |
$73.3K - $84.1K
|
210K
$9.98M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.4K+ 8.69% |
$57.7K - $66.2K
|
17.5K
$833K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
822+ 2.54% |
$33.9K - $38.9K
|
33.2K
$1.58M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
628+ 7.1% |
$25.9K - $29.7K
|
9.47K
$451K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
594+ 4242.86% |
$24.5K - $28.1K
|
608
$28.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
546+ 2.05% |
$22.5K - $25.8K
|
27.2K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
414+ 145.26% |
$17.1K - $19.6K
|
699
$33.3K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
378+ 4.99% |
$15.6K - $17.9K
|
7.96K
$378K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
286+ 1.54% |
$11.8K - $13.5K
|
18.9K
$899K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
271+ 48.65% |
$11.2K - $12.8K
|
828
$39.4K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
114+ 1.93% |
$4.7K - $5.39K
|
6.01K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
81+ 10.19% |
$3.34K - $3.83K
|
876
$41.7K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
52+ 6.33% |
$2.14K - $2.46K
|
874
$41.6K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
47+ 1.4% |
$1.94K - $2.22K
|
3.42K
$162K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 0.12% |
$165 - $189
|
3.46K
$164K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3+ 0.02% |
$124 - $142
|
13.2K
$628K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3+ 0.05% |
$124 - $142
|
5.75K
$274K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 0.12% |
$124 - $142
|
2.51K
$120K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.26% |
$124 - $142
|
1.17K
$55.5K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.08% |
$41.2 - $47.3
|
1.25K
$59.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-8- 0.17% |
$330 - $378
|
4.71K
$224K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-105- 45.65% |
$4.33K - $4.97K
|
125
$5.95K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-127- 3.09% |
$5.23K - $6.01K
|
3.98K
$189K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-196- 2.44% |
$8.08K - $9.27K
|
7.83K
$372K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 66.67% |
$8.24K - $9.46K
|
100
$4.76K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-234- 28.57% |
$9.64K - $11.1K
|
585
$27.8K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-269- 4.24% |
$11.1K - $12.7K
|
6.08K
$289K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-291- 3.66% |
$12K - $13.8K
|
7.67K
$365K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-325- 5.43% |
$13.4K - $15.4K
|
5.66K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-400- 20.5% |
$16.5K - $18.9K
|
1.55K
$73.8K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-441- 47.22% |
$18.2K - $20.9K
|
493
$23.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-557- 6.07% |
$23K - $26.3K
|
8.61K
$410K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-724- 5.84% |
$29.8K - $34.2K
|
11.7K
$555K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-803- 8.85% |
$33.1K - $38K
|
8.27K
$393K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-886- 2.16% |
$36.5K - $41.9K
|
40.1K
$1.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-908- 13.28% |
$37.4K - $42.9K
|
5.93K
$282K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-968- 1.2% |
$39.9K - $45.8K
|
79.6K
$3.79M
|