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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-564- 4.69% |
$19.3K - $22.6K
|
11.5K
$566K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-601- 7.1% |
$20.6K - $24.1K
|
7.86K
$388K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-614- 87.84% |
$21K - $24.6K
|
85
$4.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-896- 9.39% |
$30.7K - $35.9K
|
8.65K
$427K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-986- 5.61% |
$33.7K - $39.5K
|
16.6K
$820K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-998- 3.61% |
$34.1K - $40K
|
26.6K
$1.32M
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.15K- 7.91% |
$39.3K - $46.1K
|
13.4K
$661K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.46K- 2.15% |
$49.8K - $58.4K
|
66.3K
$3.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.57K- 3.74% |
$53.5K - $62.8K
|
40.2K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.18K- 52.61% |
$74.4K - $87.2K
|
1.96K
$96.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-2.27K- 58.63% |
$77.7K - $91.1K
|
1.6K
$79.2K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.45K- 17.02% |
$83.9K - $98.4K
|
12K
$591K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.65K- 13.96% |
$90.6K - $106K
|
16.3K
$806K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
SELL
|
- |
-2.82K- 21.95% |
$96.3K - $113K
|
10K
$495K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.92K- 3.74% |
$99.9K - $117K
|
75.2K
$3.71M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.75K- 42.58% |
$163K - $191K
|
6.41K
$317K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-5.76K- 10.35% |
$197K - $231K
|
49.9K
$2.46M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.82K- 26.19% |
$199K - $233K
|
16.4K
$810K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.1K- 1.96% |
$209K - $245K
|
305K
$15.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.15K- 75.91% |
$210K - $247K
|
1.95K
$96.4K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.61K- 19.87% |
$226K - $265K
|
26.6K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.61K- 26.92% |
$226K - $265K
|
18K
$887K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.94K- 16.94% |
$237K - $278K
|
34K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-7.02K- 15.81% |
$240K - $282K
|
37.4K
$1.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.33K- 11.33% |
$251K - $294K
|
57.3K
$2.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.88K- 16.7% |
$270K - $316K
|
39.3K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.3K- 29.68% |
$284K - $333K
|
19.7K
$971K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.39K- 22.23% |
$287K - $336K
|
29.3K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.3K- 19.94% |
$354K - $415K
|
41.5K
$2.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-10.8K- 35.67% |
$369K - $432K
|
19.4K
$960K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.5K- 89.0% |
$393K - $461K
|
1.42K
$70.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13.1K- 47.5% |
$447K - $524K
|
14.4K
$713K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-14.2KClosed |
$484K - $568K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.7K- 7.21% |
$604K - $708K
|
227K
$11.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-19.4K- 76.55% |
$662K - $776K
|
5.93K
$293K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-34.8K- 43.84% |
$1.19M - $1.4M
|
44.6K
$2.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-38.5K- 30.38% |
$1.32M - $1.54M
|
88.2K
$4.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-49.3K- 34.94% |
$1.69M - $1.98M
|
91.7K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.1K- 18.91% |
$1.88M - $2.21M
|
236K
$11.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-73K- 49.76% |
$2.5M - $2.93M
|
73.7K
$3.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-76.6K- 69.81% |
$2.62M - $3.07M
|
33.1K
$1.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-91.9K- 15.03% |
$3.14M - $3.68M
|
520K
$25.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-140K- 63.35% |
$4.79M - $5.62M
|
81.1K
$4M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-243K- 99.82% |
$8.3M - $9.74M
|
448
$22.1K
|