Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
77KNew |
$2.94M - $3.19M
|
77K
$3.8M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52.3K+ 3617.44% |
$2M - $2.16M
|
53.7K
$2.65M
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
46.4K+ 259.25% |
$1.77M - $1.92M
|
64.4K
$3.18M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
20.7K+ 51.8% |
$790K - $856K
|
60.6K
$2.99M
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.4KNew |
$397K - $431K
|
10.4K
$514K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.65KNew |
$292K - $317K
|
7.65K
$378K
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.56KNew |
$288K - $313K
|
7.56K
$373K
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
7.16K+ 9.43% |
$273K - $297K
|
83.1K
$4.11M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.61K+ 24.8% |
$252K - $274K
|
33.3K
$1.64M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.28K+ 15.94% |
$240K - $260K
|
45.7K
$2.26M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.2K+ 1.99% |
$237K - $257K
|
318K
$15.7M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.07KNew |
$232K - $251K
|
6.07K
$300K
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.79KNew |
$221K - $239K
|
5.79K
$286K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.08K+ 35.41% |
$156K - $169K
|
15.6K
$771K
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.73K+ 8.34% |
$142K - $154K
|
48.4K
$2.39M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.16K+ 40.16% |
$121K - $131K
|
11K
$544K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.44K+ 36.47% |
$93K - $101K
|
9.12K
$450K
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
2.29K+ 41.29% |
$87.5K - $94.9K
|
7.85K
$388K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.09K+ 33.81% |
$79.9K - $86.7K
|
8.29K
$409K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.78K+ 25.08% |
$68.1K - $73.8K
|
8.89K
$439K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.5KNew |
$57.1K - $62K
|
1.5K
$74K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.4K+ 859.51% |
$53.5K - $58K
|
1.56K
$77.3K
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
839+ 14.22% |
$32K - $34.7K
|
6.74K
$333K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
797+ 7.65% |
$30.4K - $33K
|
11.2K
$554K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
743+ 9.61% |
$28.4K - $30.8K
|
8.47K
$419K
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
742+ 9.17% |
$28.3K - $30.7K
|
8.83K
$436K
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
700+ 6.36% |
$26.7K - $29K
|
11.7K
$578K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
666+ 6.81% |
$25.4K - $27.6K
|
10.5K
$516K
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
651+ 1.28% |
$24.8K - $27K
|
51.4K
$2.54M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
586+ 1.79% |
$22.4K - $24.3K
|
33.3K
$1.65M
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
266+ 1.92% |
$10.2K - $11K
|
14.1K
$697K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
174New |
$6.64K - $7.2K
|
174
$8.6K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
98+ 10.17% |
$3.74K - $4.06K
|
1.06K
$52.5K
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
23+ 0.22% |
$878 - $952
|
10.3K
$511K
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6+ 0.04% |
$229 - $248
|
13.5K
$669K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.33% |
$38.2 - $41.4
|
76
$3.75K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2- 0.66% |
$76.3 - $82.8
|
300
$14.8K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-19- 3.64% |
$725 - $787
|
503
$24.8K
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-48- 0.53% |
$1.83K - $1.99K
|
9.08K
$448K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-107- 4.1% |
$4.08K - $4.43K
|
2.5K
$124K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-108- 0.59% |
$4.12K - $4.47K
|
18.3K
$902K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-162- 0.49% |
$6.18K - $6.71K
|
32.6K
$1.61M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-170- 11.28% |
$6.49K - $7.04K
|
1.34K
$66K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-224- 4.04% |
$8.55K - $9.27K
|
5.32K
$263K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-250- 1.54% |
$9.54K - $10.4K
|
16K
$792K
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-257- 1.92% |
$9.81K - $10.6K
|
13.1K
$647K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-291- 1.89% |
$11.1K - $12K
|
15.1K
$747K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-414- 6.2% |
$15.8K - $17.1K
|
6.27K
$309K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-459- 4.66% |
$17.5K - $19K
|
9.4K
$464K
|