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 |
---|---|---|---|---|---|---|---|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1.39K+ 19.12% |
$88.6K - $97.5K
|
8.66K
$428K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.33K+ 22.13% |
$84.8K - $93.2K
|
7.33K
$362K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.33K+ 22.13% |
$84.8K - $93.2K
|
7.33K
$362K
|
|
Nov 09, 2021
Q3 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
1.2K+ 24.0% |
$76.6K - $84.2K
|
6.2K
$306K
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.19K+ 508.09% |
$76.2K - $83.8K
|
1.43K
$70.6K
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.19K+ 2.61% |
$75.8K - $83.4K
|
46.8K
$2.31M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.16K+ 7.58% |
$74.3K - $81.7K
|
16.5K
$816K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.14K+ 7.6% |
$72.5K - $79.7K
|
16.1K
$794K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.13K+ 22.13% |
$72.3K - $79.5K
|
6.25K
$309K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
926+ 2.33% |
$59.1K - $65K
|
40.6K
$2.01M
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
843+ 6.01% |
$53.8K - $59.2K
|
14.9K
$734K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
728+ 6.5% |
$46.5K - $51.1K
|
11.9K
$589K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
715+ 6.04% |
$45.6K - $50.2K
|
12.6K
$620K
|
|
Nov 12, 2021
Q3 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
680+ 1.85% |
$43.4K - $47.7K
|
37.4K
$1.85M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
670New |
$42.8K - $47K
|
670
$33.1K
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
571+ 1.26% |
$36.4K - $40.1K
|
45.7K
$2.26M
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
557+ 6.52% |
$35.5K - $39.1K
|
9.1K
$449K
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
519+ 1.42% |
$33.1K - $36.4K
|
37.1K
$1.83M
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
494New |
$31.5K - $34.7K
|
494
$24.4K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
403+ 0.94% |
$25.7K - $28.3K
|
43.1K
$2.13M
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
397New |
$25.3K - $27.9K
|
397
$19.6K
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
367+ 2.05% |
$23.4K - $25.8K
|
18.3K
$904K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
299+ 4.66% |
$19.1K - $21K
|
6.71K
$331K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
273+ 6.39% |
$17.4K - $19.2K
|
4.55K
$225K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
262+ 2.59% |
$16.7K - $18.4K
|
10.4K
$513K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
247+ 3.35% |
$15.8K - $17.3K
|
7.61K
$376K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
113+ 1.38% |
$7.21K - $7.93K
|
8.33K
$411K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
110New |
$7.02K - $7.72K
|
110
$5.43K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
95+ 1.49% |
$6.06K - $6.67K
|
6.48K
$320K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
BUY
|
- |
95+ 0.17% |
$6.06K - $6.67K
|
55.7K
$2.75M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
91+ 36.4% |
$5.81K - $6.39K
|
341
$16.8K
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
71+ 1.95% |
$4.53K - $4.98K
|
3.71K
$183K
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
37+ 1.06% |
$2.36K - $2.6K
|
3.54K
$175K
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
30+ 0.76% |
$1.91K - $2.11K
|
3.99K
$197K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
22New |
$1.4K - $1.54K
|
22
$1.09K
|
|
Oct 21, 2021
Q3 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
6+ 0.1% |
$383 - $421
|
6.24K
$308K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3+ 3.7% |
$191 - $211
|
84
$4.15K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.16% |
$128 - $140
|
1.24K
$61.4K
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 8.7% |
$128 - $140
|
25
$1.24K
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.28% |
$63.8 - $70.2
|
352
$17.4K
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-6Closed |
$383 - $421
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14- 0.04% |
$893 - $983
|
36.4K
$1.8M
|
|
Nov 16, 2021
Q3 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-15- 0.15% |
$957 - $1.05K
|
9.96K
$492K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-35- 19.34% |
$2.23K - $2.46K
|
146
$7.21K
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-52- 1.31% |
$3.32K - $3.65K
|
3.92K
$193K
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-52- 0.44% |
$3.32K - $3.65K
|
11.8K
$581K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-101Closed |
$6.45K - $7.09K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-199- 14.68% |
$12.7K - $14K
|
1.16K
$57.2K
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-238Closed |
$15.2K - $16.7K
|
0
$0
|