Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-811- 9.18% |
$29.7K - $34.3K
|
8.02K
$382K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-832- 6.47% |
$30.4K - $35.2K
|
12K
$572K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-923- 5.25% |
$33.8K - $39K
|
16.6K
$792K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.02K- 6.88% |
$37.2K - $42.9K
|
13.7K
$654K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.02K- 4.46% |
$37.2K - $43K
|
21.8K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.06K- 7.45% |
$38.9K - $44.9K
|
13.2K
$628K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.22K- 6.8% |
$44.8K - $51.7K
|
16.8K
$798K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.28K- 16.73% |
$46.9K - $54.2K
|
6.39K
$304K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.4K- 4.44% |
$51.3K - $59.3K
|
30.2K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.75K- 16.05% |
$64.1K - $74.1K
|
9.17K
$436K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.82K- 3.21% |
$66.5K - $76.8K
|
54.8K
$2.61M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.87K- 19.02% |
$68.4K - $79K
|
7.96K
$379K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.05K- 25.52% |
$75K - $86.7K
|
5.99K
$285K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.22K- 3.56% |
$81K - $93.6K
|
60K
$2.86M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.29K- 7.16% |
$83.9K - $96.9K
|
29.7K
$1.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-3.01K- 32.14% |
$110K - $127K
|
6.35K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.16K- 8.11% |
$116K - $134K
|
35.8K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-3.69K- 4.35% |
$135K - $156K
|
81.1K
$3.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.77K- 20.4% |
$138K - $160K
|
14.7K
$701K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.8K- 35.71% |
$139K - $160K
|
6.84K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.58K- 10.62% |
$204K - $236K
|
46.9K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.08K- 95.52% |
$222K - $257K
|
285
$13.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-6.3K- 17.02% |
$230K - $266K
|
30.7K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.1K- 8.91% |
$553K - $639K
|
154K
$7.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.8K- 4.84% |
$578K - $667K
|
311K
$14.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.5K- 10.16% |
$861K - $995K
|
208K
$9.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.2K- 6.61% |
$923K - $1.07M
|
356K
$17M
|