Purchases and Sales Made in Q1 2025 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 2025. 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.2K+ 18.55% |
$2.57M - $2.93M
|
353K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23KNew |
$1.07M - $1.22M
|
23K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16.8K+ 47.09% |
$781K - $892K
|
52.5K
$2.77M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
12K+ 40.63% |
$560K - $639K
|
41.6K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
11.8K+ 126.62% |
$548K - $625K
|
21.1K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.81K+ 24.67% |
$410K - $468K
|
44.5K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.83K+ 24.01% |
$271K - $309K
|
30.1K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.9KNew |
$228K - $260K
|
4.9K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.44KNew |
$207K - $236K
|
4.44K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.36KNew |
$203K - $232K
|
4.36K
$230K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.95K+ 78980.0% |
$184K - $210K
|
3.95K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.96K+ 10.28% |
$138K - $157K
|
31.8K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.6K+ 3945.45% |
$121K - $138K
|
2.67K
$141K
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.24K+ 3.02% |
$104K - $119K
|
76.6K
$4.04M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.57K+ 6.64% |
$73.2K - $83.6K
|
25.2K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.37KNew |
$63.5K - $72.5K
|
1.37K
$72.1K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
948+ 169.89% |
$44.1K - $50.4K
|
1.51K
$79.5K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
657+ 5.7% |
$30.6K - $34.9K
|
12.2K
$643K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
510+ 11.88% |
$23.7K - $27.1K
|
4.8K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
494+ 4.09% |
$23K - $26.2K
|
12.6K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
494+ 2.94% |
$23K - $26.2K
|
17.3K
$914K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
257New |
$12K - $13.7K
|
257
$13.6K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
185+ 1.75% |
$8.61K - $9.83K
|
10.7K
$567K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
92+ 38.82% |
$4.28K - $4.89K
|
329
$17.4K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
73+ 8.57% |
$3.4K - $3.88K
|
925
$48.8K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31+ 0.69% |
$1.44K - $1.65K
|
4.54K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 29.87% |
$1.07K - $1.22K
|
100
$5.28K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19+ 0.4% |
$884 - $1.01K
|
4.75K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1Closed |
$46.5 - $53.1
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-33- 0.72% |
$1.54K - $1.75K
|
4.58K
$242K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-38- 3.23% |
$1.77K - $2.02K
|
1.14K
$60.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-53- 0.94% |
$2.47K - $2.82K
|
5.59K
$295K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-74- 5.91% |
$3.44K - $3.93K
|
1.18K
$62.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-92- 0.54% |
$4.28K - $4.89K
|
17K
$899K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-182- 16.24% |
$8.47K - $9.67K
|
939
$49.6K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-437- 1.0% |
$20.3K - $23.2K
|
43.2K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-449- 2.62% |
$20.9K - $23.9K
|
16.7K
$880K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-450- 3.74% |
$20.9K - $23.9K
|
11.6K
$611K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-569- 6.68% |
$26.5K - $30.2K
|
7.95K
$420K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-658- 3.33% |
$30.6K - $35K
|
19.1K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-954- 4.22% |
$44.4K - $50.7K
|
21.6K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-999- 8.14% |
$46.5K - $53.1K
|
11.3K
$595K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.13K- 20.99% |
$52.7K - $60.1K
|
4.26K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.16K- 42.33% |
$54K - $61.7K
|
1.58K
$83.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.33K- 17.5% |
$61.9K - $70.7K
|
6.27K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.41K- 32.31% |
$65.4K - $74.6K
|
2.94K
$155K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.42K- 4.18% |
$66.2K - $75.5K
|
32.6K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.2K- 1.46% |
$149K - $170K
|
216K
$11.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-4.27K- 40.79% |
$199K - $227K
|
6.2K
$327K
|