Purchases and Sales Made in Q3 2022 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 2022. 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 13, 2022
Q3 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
237K+ 59.71% |
$8.47M - $10.4M
|
635K
$38.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
178K+ 116.5% |
$6.35M - $7.77M
|
331K
$20.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
110K+ 67.01% |
$3.94M - $4.83M
|
275K
$16.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.5K+ 20.22% |
$1.8M - $2.21M
|
301K
$18.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.6K+ 25.41% |
$1.77M - $2.17M
|
245K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.6K+ 75.07% |
$773K - $946K
|
50.5K
$3.08M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
10.2K+ 13.13% |
$363K - $445K
|
87.7K
$5.35M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.54KNew |
$305K - $373K
|
8.54K
$521K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.33K+ 1.38% |
$298K - $364K
|
611K
$37.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.18K+ 137.82% |
$292K - $358K
|
14.1K
$861K
|
|
|
Nov 09, 2022
Q3 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
7.84K+ 21.43% |
$280K - $343K
|
44.4K
$2.71M
|
|
|
Aug 13, 2025
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
6.78KNew |
$242K - $297K
|
6.78K
$414K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.72K+ 6.53% |
$240K - $294K
|
110K
$6.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.62KNew |
$201K - $246K
|
5.62K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.96K+ 187.19% |
$177K - $217K
|
7.6K
$464K
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.59K+ 46.7% |
$164K - $201K
|
14.4K
$880K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.59K+ 64.45% |
$164K - $200K
|
11.7K
$714K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.92K+ 16.54% |
$140K - $172K
|
27.6K
$1.69M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.54K+ 46.4% |
$126K - $155K
|
11.2K
$681K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
3.13K+ 22.25% |
$112K - $137K
|
17.2K
$1.05M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.97K+ 4.58% |
$106K - $130K
|
67.7K
$4.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
2.5K+ 3.3% |
$89.1K - $109K
|
78.1K
$4.77M
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 33.92% |
$82.4K - $101K
|
9.12K
$556K
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
2.12K+ 19.76% |
$75.6K - $92.5K
|
12.8K
$783K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.93K+ 87.14% |
$68.7K - $84.1K
|
4.13K
$252K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.78K+ 8.73% |
$63.7K - $78K
|
22.2K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.77K+ 15.85% |
$63K - $77.1K
|
12.9K
$787K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.43K+ 36.08% |
$50.9K - $62.3K
|
5.38K
$328K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.25K+ 7.33% |
$44.5K - $54.5K
|
18.3K
$1.11M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2K+ 16.54% |
$42.9K - $52.5K
|
8.46K
$516K
|
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.13K+ 2.78% |
$40.3K - $49.4K
|
41.8K
$2.55M
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
1.06K+ 1.56% |
$37.7K - $46.2K
|
68.8K
$4.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
895+ 4.95% |
$32K - $39.1K
|
19K
$1.16M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
893New |
$31.9K - $39K
|
893
$54.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
819+ 1204.41% |
$29.2K - $35.8K
|
887
$54.1K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
726New |
$25.9K - $31.7K
|
726
$44.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
605+ 9.29% |
$21.6K - $26.4K
|
7.11K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
600+ 9.38% |
$21.4K - $26.2K
|
7K
$427K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
504+ 6.63% |
$18K - $22K
|
8.1K
$494K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
464+ 197.45% |
$16.6K - $20.3K
|
699
$42.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
430+ 3.8% |
$15.4K - $18.8K
|
11.7K
$716K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
420+ 6.99% |
$15K - $18.4K
|
6.43K
$392K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
420+ 6.99% |
$15K - $18.4K
|
6.43K
$392K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
380New |
$13.6K - $16.6K
|
380
$23.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
324New |
$11.6K - $14.2K
|
324
$19.8K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
278+ 3.0% |
$9.92K - $12.2K
|
9.54K
$582K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
237+ 376.19% |
$8.46K - $10.4K
|
300
$18.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
224+ 3.07% |
$8K - $9.79K
|
7.51K
$458K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
211New |
$7.53K - $9.22K
|
211
$12.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200New |
$7.14K - $8.74K
|
200
$12.2K
|