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 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-546- 5.21% |
$20.8K - $22.6K
|
9.93K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-606- 9.45% |
$23.1K - $25.1K
|
5.81K
$287K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-618- 3.86% |
$23.6K - $25.6K
|
15.4K
$761K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-635- 2.44% |
$24.2K - $26.3K
|
25.4K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-658- 20.16% |
$25.1K - $27.2K
|
2.61K
$129K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-776- 4.13% |
$29.6K - $32.1K
|
18K
$890K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-878- 2.33% |
$33.5K - $36.3K
|
36.7K
$1.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-996- 3.43% |
$38K - $41.2K
|
28.1K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.23K- 10.92% |
$47.1K - $51K
|
10.1K
$497K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.32K- 3.62% |
$50.5K - $54.8K
|
35.2K
$1.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.67K- 18.12% |
$63.7K - $69.1K
|
7.54K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.67K- 20.71% |
$63.7K - $69.1K
|
6.39K
$316K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.32K- 30.14% |
$88.5K - $96K
|
5.37K
$265K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.58K- 9.04% |
$136K - $148K
|
36K
$1.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.82K- 8.36% |
$146K - $158K
|
41.8K
$2.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.85K- 12.49% |
$147K - $160K
|
27K
$1.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.9K- 23.54% |
$149K - $161K
|
12.7K
$626K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.36K- 10.39% |
$167K - $181K
|
37.6K
$1.86M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.95KClosed |
$189K - $205K
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.27K- 8.23% |
$201K - $218K
|
58.7K
$2.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-7.5K- 47.8% |
$286K - $311K
|
8.19K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.32K- 19.86% |
$318K - $345K
|
33.6K
$1.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.16K- 3.07% |
$350K - $379K
|
289K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-9.66K- 63.69% |
$369K - $400K
|
5.51K
$272K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-12.7K- 49.55% |
$486K - $527K
|
13K
$641K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.4K- 56.41% |
$510K - $554K
|
10.3K
$510K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.8K- 3.62% |
$603K - $654K
|
421K
$20.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.1K- 9.74% |
$614K - $666K
|
149K
$7.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-38.7K- 54.33% |
$1.48M - $1.6M
|
32.5K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.6K- 15.11% |
$1.51M - $1.64M
|
222K
$11M
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
SELL
|
- |
-54K- 92.17% |
$2.06M - $2.24M
|
4.59K
$227K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-55.8K- 79.98% |
$2.13M - $2.31M
|
14K
$690K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-73.8K- 49.81% |
$2.82M - $3.06M
|
74.4K
$3.67M
|