Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.21MNew |
$77.1M - $84.8M
|
1.21M
$59.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
195K+ 14.71% |
$12.5M - $13.7M
|
1.52M
$75.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
125K+ 1013.07% |
$7.97M - $8.76M
|
137K
$6.78M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
83.5KNew |
$5.33M - $5.86M
|
83.5K
$4.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
73.8K+ 410.14% |
$4.71M - $5.18M
|
91.8K
$4.54M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
63.8K+ 1218.46% |
$4.07M - $4.48M
|
69K
$3.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.2K+ 659.23% |
$3.97M - $4.37M
|
71.7K
$3.54M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
47.7KNew |
$3.05M - $3.35M
|
47.7K
$2.36M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
45.7KNew |
$2.92M - $3.21M
|
45.7K
$2.26M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
43.2K+ 80.13% |
$2.75M - $3.03M
|
97K
$4.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.4K+ 44.31% |
$2.38M - $2.62M
|
122K
$6.01M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.5K+ 8.24% |
$2.33M - $2.56M
|
480K
$23.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
33.3K+ 23.23% |
$2.12M - $2.33M
|
176K
$8.71M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
32.5K+ 21.59% |
$2.07M - $2.28M
|
183K
$9.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.1K+ 24.36% |
$1.86M - $2.04M
|
149K
$7.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
26.6K+ 45.11% |
$1.7M - $1.87M
|
85.7K
$4.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
26.6K+ 13.96% |
$1.7M - $1.87M
|
217K
$10.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.6K+ 6.93% |
$1.64M - $1.8M
|
396K
$19.6M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.5K+ 11.01% |
$1.63M - $1.79M
|
257K
$12.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
25.4K+ 80.58% |
$1.62M - $1.78M
|
57K
$2.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
21.1K+ 6.91% |
$1.35M - $1.48M
|
327K
$16.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.1K+ 10.18% |
$833K - $916K
|
141K
$6.98M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
12.8K+ 1437.51% |
$819K - $901K
|
13.7K
$678K
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10.6KNew |
$678K - $746K
|
10.6K
$525K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.6K+ 2.58% |
$678K - $746K
|
423K
$20.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
10.4KNew |
$665K - $731K
|
10.4K
$514K
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
8.4K+ 23.54% |
$536K - $589K
|
44.1K
$2.18M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
7.3K+ 23.11% |
$466K - $512K
|
38.9K
$1.92M
|
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
7.19K+ 28.09% |
$459K - $504K
|
32.8K
$1.62M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.05K+ 1.86% |
$450K - $495K
|
386K
$19.1M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.51KNew |
$416K - $457K
|
6.51K
$322K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.23K+ 5.16% |
$398K - $438K
|
127K
$6.27M
|
|
|
Nov 03, 2021
Q3 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
5.96K+ 7.41% |
$380K - $418K
|
86.4K
$4.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.87KNew |
$374K - $412K
|
5.87K
$290K
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
5.56K+ 3.66% |
$355K - $390K
|
157K
$7.78M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.05K+ 20.52% |
$322K - $355K
|
29.7K
$1.47M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
4.7KNew |
$300K - $330K
|
4.7K
$232K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4.34K+ 6.33% |
$277K - $305K
|
72.9K
$3.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.3K+ 39.94% |
$274K - $302K
|
15.1K
$744K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
4.12K+ 114.42% |
$263K - $289K
|
7.72K
$381K
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
3.89K+ 11.76% |
$248K - $273K
|
36.9K
$1.82M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.82K+ 53.57% |
$244K - $268K
|
11K
$541K
|
|
|
Nov 01, 2021
Q3 2021
|
Searcy Financial Services Inc
|
BUY
|
- |
3.54K+ 2.79% |
$226K - $248K
|
130K
$6.43M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.84K+ 34.69% |
$181K - $199K
|
11K
$545K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
2.82K+ 76.94% |
$180K - $198K
|
6.48K
$320K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.49K+ 12.45% |
$159K - $175K
|
22.5K
$1.11M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
2.46K+ 4.89% |
$157K - $173K
|
52.7K
$2.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.65K+ 0.46% |
$105K - $116K
|
357K
$17.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.57K+ 2.98% |
$99.9K - $110K
|
54K
$2.67M
|
|
|
Oct 15, 2021
Q3 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1.55K+ 2.6% |
$98.8K - $109K
|
61.1K
$3.02M
|