Purchases and Sales Made in Q3 2025 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 2025. 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, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.19K+ 100.0% |
$280K - $312K
|
10.4K
$634K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.24K+ 9.22% |
$229K - $255K
|
50.2K
$3.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
654+ 107.57% |
$35.3K - $39.4K
|
1.26K
$77K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
279+ 6.07% |
$15.1K - $16.8K
|
4.88K
$298K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$432 - $481
|
8
$488
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-62- 52.1% |
$3.35K - $3.73K
|
57
$3.48K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-317- 5.97% |
$17.1K - $19.1K
|
4.99K
$305K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-577- 3.12% |
$31.2K - $34.7K
|
17.9K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.8K- 15.78% |
$97.1K - $108K
|
9.59K
$585K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.26K- 8.38% |
$176K - $196K
|
35.6K
$2.17M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-7.54K- 29.25% |
$407K - $454K
|
18.2K
$1.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.9K- 61.7% |
$589K - $656K
|
6.77K
$413K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-15.3K- 31.93% |
$829K - $923K
|
32.7K
$2M
|