Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.3K+ 16.72% |
$626K - $693K
|
100K
$4.94M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.4KNew |
$367K - $406K
|
8.4K
$415K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6KNew |
$262K - $290K
|
6K
$296K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.98KNew |
$217K - $240K
|
4.98K
$246K
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.79K+ 5.57% |
$166K - $183K
|
71.9K
$3.55M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.45K+ 27.33% |
$63.4K - $70.1K
|
6.76K
$334K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.29K+ 13.63% |
$56.4K - $62.4K
|
10.8K
$532K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.13K+ 6.49% |
$49.5K - $54.8K
|
18.6K
$919K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.11K+ 3.84% |
$48.6K - $53.8K
|
30.1K
$1.49M
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
1K+ 21.51% |
$43.7K - $48.3K
|
5.65K
$279K
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
968+ 21.42% |
$42.3K - $46.8K
|
5.49K
$271K
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
561+ 2.06% |
$24.5K - $27.1K
|
27.8K
$1.37M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
357New |
$15.6K - $17.3K
|
357
$17.6K
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
239+ 2.89% |
$10.4K - $11.6K
|
8.51K
$420K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
137+ 1.17% |
$5.99K - $6.62K
|
11.8K
$583K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
112+ 0.34% |
$4.89K - $5.41K
|
33.3K
$1.65M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
90New |
$3.93K - $4.35K
|
90
$4.45K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
77New |
$3.36K - $3.72K
|
77
$3.8K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58+ 0.33% |
$2.53K - $2.8K
|
17.6K
$867K
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
36+ 0.42% |
$1.57K - $1.74K
|
8.71K
$430K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
12+ 0.35% |
$524 - $580
|
3.47K
$171K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
7+ 0.6% |
$306 - $338
|
1.17K
$57.9K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4+ 0.46% |
$175 - $193
|
880
$43.5K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.16% |
$87.4 - $96.7
|
1.25K
$61.9K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.04% |
$43.7 - $48.3
|
2.52K
$124K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-22- 2.52% |
$961 - $1.06K
|
852
$42.1K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-24- 4.87% |
$1.05K - $1.16K
|
469
$23.2K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50- 50.0% |
$2.18K - $2.42K
|
50
$2.47K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-132- 0.74% |
$5.77K - $6.38K
|
17.6K
$869K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-200- 2.56% |
$8.74K - $9.67K
|
7.63K
$377K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-259- 5.48% |
$11.3K - $12.5K
|
4.46K
$220K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-274- 6.88% |
$12K - $13.2K
|
3.71K
$183K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-280- 8.2% |
$12.2K - $13.5K
|
3.14K
$155K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-297- 1.06% |
$13K - $14.4K
|
27.6K
$1.36M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-307- 37.08% |
$13.4K - $14.8K
|
521
$25.7K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-365- 6.16% |
$15.9K - $17.6K
|
5.56K
$275K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-483- 69.1% |
$21.1K - $23.3K
|
216
$10.7K
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-501- 6.53% |
$21.9K - $24.2K
|
7.17K
$354K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-652- 8.2% |
$28.5K - $31.5K
|
7.3K
$361K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-713- 1.77% |
$31.2K - $34.5K
|
39.6K
$1.96M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-802- 8.26% |
$35K - $38.8K
|
8.91K
$440K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-859- 9.97% |
$37.5K - $41.5K
|
7.75K
$383K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-913- 15.19% |
$39.9K - $44.1K
|
5.1K
$252K
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-981- 7.43% |
$42.9K - $47.4K
|
12.2K
$604K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.16K- 4.31% |
$50.7K - $56.1K
|
25.8K
$1.27M
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-1.2K- 1.51% |
$52.5K - $58.1K
|
78.4K
$3.87M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.27K- 22.87% |
$55.4K - $61.3K
|
4.28K
$211K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.48K- 15.99% |
$64.7K - $71.5K
|
7.78K
$384K
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.51K- 2.55% |
$66.1K - $73.1K
|
57.7K
$2.85M
|