Geneos Wealth Management Inc. First Tr Exchange Traded Fd Ii Call Options Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FPXI

# of Institutions

84

Shares Held

1.94M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

353K
Shares

$18.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

269K
Shares

$14.3 Million
0.0% of portfolio
Morgan Stanley New York, NY

216K
Shares

$11.5 Million
0.0% of portfolio
Bickling Financial Services, Inc. Lexington, MA

88.2K
Shares

$4.68 Million
2.15% of portfolio
Sfi Advisors, LLC Montclair, NJ

76.6K
Shares

$4.07 Million
2.79% of portfolio

About FIRST TR EXCHANGE-TRADED FD II

Ticker FPXI
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