Latest Institutional Transactions on First Tr Exchange Traded Fd Ii (FPXI)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Ii (FPXI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.99K- 20.73% |
$93.7K - $101K
|
7.61K
$387K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9+ 0.2% |
$424 - $457
|
4.5K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.09K- 56.02% |
$193K - $208K
|
3.21K
$163K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-585- 99.83% |
$27.6K - $29.7K
|
1
$50.8
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.51K- 99.92% |
$307K - $331K
|
5
$254
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
231New |
$10.9K - $11.7K
|
231
$11.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.29K- 18.59% |
$60.7K - $65.4K
|
5.64K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.15% |
$330 - $356
|
4.61K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.14K+ 7.1% |
$53.5K - $57.7K
|
17.1K
$871K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3+ 0.02% |
$141 - $152
|
12K
$612K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.7K+ 196.74% |
$739K - $797K
|
23.7K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-249- 2.98% |
$11.7K - $12.6K
|
8.12K
$413K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-5.37K- 33.91% |
$253K - $273K
|
10.5K
$532K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45+ 8.64% |
$1.94K - $2.21K
|
566
$28.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-24K- 30.61% |
$1.04M - $1.18M
|
54.4K
$2.77M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.68K- 26.66% |
$202K - $229K
|
12.9K
$655K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.6K- 4.96% |
$112K - $127K
|
49.8K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.73K- 12.94% |
$291K - $330K
|
45.3K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 0.19% |
$130 - $147
|
1.55K
$79K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-495- 9.95% |
$21.4K - $24.3K
|
4.48K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
402New |
$17.4K - $19.7K
|
402
$20.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.16K+ 10.02% |
$50K - $56.7K
|
12.7K
$647K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19- 8.8% |
$821 - $931
|
197
$10K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.1K- 10.34% |
$177K - $201K
|
35.5K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.3K- 43.89% |
$618K - $701K
|
18.3K
$930K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18K+ 104.33% |
$778K - $883K
|
35.3K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23K+ 22.96% |
$992K - $1.13M
|
123K
$6.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
250New |
$10.8K - $12.3K
|
250
$12.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
39.5KNew |
$1.71M - $1.94M
|
39.5K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.77K- 1.88% |
$163K - $185K
|
196K
$9.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-494- 15.76% |
$21.3K - $24.2K
|
2.64K
$134K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
681+ 0.95% |
$29.4K - $33.4K
|
72.6K
$3.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.51K- 4.02% |
$65.3K - $74.1K
|
36.1K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.75K- 2.36% |
$335K - $380K
|
320K
$16.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-728- 1.91% |
$31.5K - $35.7K
|
37.4K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.54K- 19.75% |
$66.4K - $75.3K
|
6.24K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-819- 4.4% |
$35.4K - $40.1K
|
17.8K
$905K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.01K- 14.12% |
$43.7K - $49.6K
|
6.15K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
750New |
$32.4K - $36.8K
|
750
$38.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.98K+ 80.28% |
$129K - $146K
|
6.68K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 11.61% |
$77.6K - $88K
|
13.7K
$695K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.84K- 90.0% |
$339K - $384K
|
871
$44.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.32% |
$43.2 - $49
|
77
$3.91K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.05KNew |
$305K - $346K
|
7.05K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.56KNew |
$197K - $224K
|
4.56K
$232K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.06% |
$86.4 - $98
|
3.47K
$176K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
10+ 0.16% |
$432 - $490
|
6.4K
$325K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.2K+ 6.35% |
$658K - $746K
|
255K
$13M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
820+ 4.41% |
$35.4K - $40.2K
|
19.4K
$987K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-59- 1.25% |
$2.55K - $2.89K
|
4.66K
$237K
|
|