Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.7KNew |
$853K - $973K
|
22.7K
$1.12M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.4KNew |
$618K - $705K
|
16.4K
$811K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.3KNew |
$536K - $612K
|
14.3K
$704K
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
10.9K+ 21.23% |
$410K - $468K
|
62.3K
$3.08M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
9.35KNew |
$352K - $401K
|
9.35K
$462K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.16K+ 4.12% |
$345K - $393K
|
232K
$11.4M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.28K+ 2.6% |
$311K - $355K
|
326K
$16.1M
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.16K+ 68.75% |
$269K - $307K
|
17.6K
$868K
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
6.44K+ 10.01% |
$242K - $276K
|
70.8K
$3.5M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.62K+ 16.85% |
$211K - $241K
|
39K
$1.92M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.43KNew |
$204K - $233K
|
5.43K
$268K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.8K+ 90.31% |
$181K - $206K
|
10.1K
$500K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.73K+ 12.88% |
$178K - $203K
|
41.5K
$2.05M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.37KNew |
$127K - $145K
|
3.37K
$166K
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
3.2K+ 27.35% |
$120K - $137K
|
14.9K
$736K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.15K+ 28.61% |
$119K - $135K
|
14.2K
$700K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.31K+ 4.3% |
$86.9K - $99.1K
|
56K
$2.77M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.84K+ 11.45% |
$69.1K - $78.8K
|
17.9K
$883K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.81KNew |
$68.3K - $77.9K
|
1.81K
$89.6K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
1.68K+ 2.02% |
$63.1K - $72K
|
84.8K
$4.19M
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.51K+ 17.84% |
$56.9K - $64.9K
|
9.99K
$493K
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.2K+ 4.73% |
$45.2K - $51.6K
|
26.6K
$1.31M
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
614+ 6.95% |
$23.1K - $26.4K
|
9.45K
$467K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
258+ 1.65% |
$9.71K - $11.1K
|
15.9K
$784K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
55+ 0.66% |
$2.07K - $2.36K
|
8.34K
$412K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
14New |
$527 - $601
|
14
$692
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
12+ 0.12% |
$452 - $515
|
10.4K
$511K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$376 - $429
|
10
$494
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9+ 0.14% |
$339 - $386
|
6.27K
$310K
|
|
Oct 17, 2023
Q3 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
6+ 0.1% |
$226 - $258
|
5.74K
$284K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
5+ 0.04% |
$188 - $215
|
12.7K
$626K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
5+ 0.2% |
$188 - $215
|
2.51K
$124K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2- 0.08% |
$75.3 - $85.8
|
2.6K
$129K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-60- 0.67% |
$2.26K - $2.58K
|
8.83K
$436K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-63- 21.0% |
$2.37K - $2.7K
|
237
$11.7K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-84- 6.28% |
$3.16K - $3.61K
|
1.25K
$61.9K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-99- 1.31% |
$3.73K - $4.25K
|
7.46K
$368K
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-100- 1.01% |
$3.76K - $4.29K
|
9.83K
$485K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-101Closed |
$3.8K - $4.33K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-216- 13.81% |
$8.13K - $9.27K
|
1.35K
$66.6K
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-250- 1.91% |
$9.41K - $10.7K
|
12.9K
$635K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-265- 1.45% |
$9.97K - $11.4K
|
18K
$889K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-356- 2.36% |
$13.4K - $15.3K
|
14.8K
$729K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-431- 1.32% |
$16.2K - $18.5K
|
32.2K
$1.59M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-447- 27.8% |
$16.8K - $19.2K
|
1.16K
$57.4K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-666- 10.42% |
$25.1K - $28.6K
|
5.73K
$283K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-973- 3.47% |
$36.6K - $41.8K
|
27.1K
$1.34M
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.03K- 13.66% |
$38.8K - $44.2K
|
6.51K
$322K
|