Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
94.2K+ 28.48% |
$3.22M - $3.78M
|
425K
$21M
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
73.3KNew |
$2.51M - $2.94M
|
73.3K
$3.62M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
55.1K+ 144.32% |
$1.88M - $2.21M
|
93.2K
$4.6M
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
52.2KNew |
$1.79M - $2.09M
|
52.2K
$2.58M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.1K+ 16.99% |
$1.75M - $2.05M
|
352K
$17.4M
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
50.1KNew |
$1.71M - $2.01M
|
50.1K
$2.47M
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
40.9KNew |
$1.4M - $1.64M
|
40.9K
$2.02M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.2K+ 211.18% |
$1.17M - $1.37M
|
50.3K
$2.49M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
33.2K+ 1409.37% |
$1.14M - $1.33M
|
35.6K
$1.76M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.5KNew |
$1.11M - $1.3M
|
32.5K
$1.6M
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
19.4KNew |
$665K - $779K
|
19.4K
$960K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.8K+ 31.29% |
$540K - $634K
|
66.3K
$3.27M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
14.6K+ 16.65% |
$499K - $585K
|
102K
$5.05M
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
11.5KNew |
$392K - $460K
|
11.5K
$567K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.61K+ 1769.06% |
$329K - $385K
|
10.1K
$501K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
5.56KNew |
$190K - $223K
|
5.56K
$275K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.45KNew |
$152K - $178K
|
4.45K
$220K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.03K+ 74.95% |
$138K - $162K
|
9.41K
$465K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.49K+ 45.92% |
$119K - $140K
|
11.1K
$548K
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
3.47K+ 5.05% |
$119K - $139K
|
72.3K
$3.57M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.39K+ 19.68% |
$116K - $136K
|
20.6K
$1.02M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.51K+ 37.34% |
$85.9K - $101K
|
9.24K
$456K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.69K+ 9.53% |
$57.7K - $67.6K
|
19.4K
$957K
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.66K+ 28.67% |
$56.8K - $66.5K
|
7.45K
$368K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.1KNew |
$37.6K - $44.1K
|
1.1K
$54.3K
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
821+ 7.0% |
$28.1K - $32.9K
|
12.6K
$620K
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
400+ 2.57% |
$13.7K - $16K
|
16K
$789K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
340+ 6.55% |
$11.6K - $13.6K
|
5.53K
$273K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
250New |
$8.55K - $10K
|
250
$12.4K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
230New |
$7.87K - $9.23K
|
230
$11.4K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
213+ 3.31% |
$7.29K - $8.54K
|
6.65K
$328K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
111New |
$3.8K - $4.45K
|
111
$5.48K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
111+ 1.56% |
$3.8K - $4.45K
|
7.23K
$357K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
61New |
$2.09K - $2.45K
|
61
$3.01K
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
24+ 0.28% |
$821 - $963
|
8.56K
$423K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2New |
$68.4 - $80.2
|
2
$98.8
|
|
Jan 25, 2023
Q4 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2+ 0.03% |
$68.4 - $80.2
|
5.73K
$283K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-68- 7.67% |
$2.33K - $2.73K
|
819
$40.5K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-71- 7.95% |
$2.43K - $2.85K
|
822
$40.6K
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-89- 0.15% |
$3.04K - $3.57K
|
58.6K
$2.89M
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-93- 0.89% |
$3.18K - $3.73K
|
10.3K
$510K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-94- 11.11% |
$3.22K - $3.77K
|
752
$37.1K
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-100- 0.74% |
$3.42K - $4.01K
|
13.4K
$662K
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-197- 1.04% |
$6.74K - $7.9K
|
18.7K
$925K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-285- 87.96% |
$9.75K - $11.4K
|
39
$1.93K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-333- 1.82% |
$11.4K - $13.4K
|
17.9K
$885K
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-400- 5.71% |
$13.7K - $16K
|
6.6K
$326K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-433- 6.09% |
$14.8K - $17.4K
|
6.68K
$330K
|