Stephens Consulting, LLC First Tr Exchange Traded Fd Ii Transaction History

Stephens Consulting, LLC

$352 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jan 19, 2023	SELL	$41.28 - $50.73 $218,742 - $268,818	-5,299 Closed	0 $0
Q4 2021 Jan 19, 2023	BUY	$56.15 - $67.06 $297,538 - $355,350	5,299 New	5,299 $305 Million

Others Institutions Holding FPXI

# of Institutions

91

Shares Held

2.05M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

328K
Shares

$15.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

240K
Shares

$11.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

200K
Shares

$9.7 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

100K
Shares

$4.86 Million
0.0% of portfolio
Bickling Financial Services, Inc. Lexington, MA

88.2K
Shares

$4.28 Million
2.15% of portfolio

About FIRST TR EXCHANGE-TRADED FD II

Ticker FPXI
Sector ETFs
Industry ETFs

More about FPXI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stephens Consulting, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stephens Consulting, LLC with notifications on news.