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 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9+ 0.2% |
$424 - $457
|
4.5K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.09K- 56.02% |
$193K - $208K
|
3.21K
$152K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-585- 99.83% |
$27.6K - $29.7K
|
1
$47.3
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.51K- 99.92% |
$307K - $331K
|
5
$236
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
231New |
$10.9K - $11.7K
|
231
$10.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.29K- 18.59% |
$60.7K - $65.4K
|
5.64K
$267K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.15% |
$330 - $356
|
4.61K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.14K+ 7.1% |
$53.5K - $57.7K
|
17.1K
$810K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.7K+ 196.74% |
$739K - $797K
|
23.7K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3+ 0.02% |
$141 - $152
|
12K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-5.37K- 33.91% |
$253K - $273K
|
10.5K
$495K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-249- 2.98% |
$11.7K - $12.6K
|
8.12K
$384K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
18.9KNew |
$817K - $926K
|
18.9K
$894K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-24K- 30.61% |
$1.04M - $1.18M
|
54.4K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
250New |
$10.8K - $12.3K
|
250
$11.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-495- 9.95% |
$21.4K - $24.3K
|
4.48K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.32% |
$43.2 - $49
|
77
$3.64K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.05KNew |
$305K - $346K
|
7.05K
$334K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.06% |
$86.4 - $98
|
3.47K
$164K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-92- 1.63% |
$3.98K - $4.51K
|
5.56K
$263K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-244- 4.91% |
$10.5K - $12K
|
4.73K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4.76KNew |
$206K - $233K
|
4.76K
$225K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.42K- 9.38% |
$105K - $119K
|
23.4K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-503- 9.04% |
$21.7K - $24.6K
|
5.06K
$239K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
269+ 3.98% |
$11.6K - $13.2K
|
7.03K
$332K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-209KClosed |
$9.12M - $10.1M
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50- 50.0% |
$2.18K - $2.42K
|
50
$2.36K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.71K- 6.15% |
$118K - $131K
|
41.3K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.4KNew |
$367K - $406K
|
8.4K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.27K- 22.87% |
$55.4K - $61.3K
|
4.28K
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6KNew |
$262K - $290K
|
6K
$284K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-297- 1.06% |
$13K - $14.4K
|
27.6K
$1.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4+ 0.46% |
$175 - $193
|
880
$41.6K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-22- 2.52% |
$961 - $1.06K
|
852
$40.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
90New |
$3.93K - $4.35K
|
90
$4.26K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
357New |
$15.6K - $17.3K
|
357
$16.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.74K- 24.96% |
$120K - $132K
|
8.24K
$390K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
77New |
$3.36K - $3.72K
|
77
$3.64K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.61K- 35.73% |
$108K - $123K
|
4.7K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.7K- 11.53% |
$69.9K - $80.3K
|
13K
$616K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.26K- 35.68% |
$258K - $296K
|
11.3K
$534K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.45KNew |
$183K - $210K
|
4.45K
$210K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-105- 45.65% |
$4.33K - $4.97K
|
125
$5.91K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
594+ 4242.86% |
$24.5K - $28.1K
|
608
$28.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3+ 0.05% |
$124 - $142
|
5.75K
$272K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-325- 5.43% |
$13.4K - $15.4K
|
5.66K
$268K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.4KNew |
$51K - $59K
|
1.4K
$66K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
108New |
$3.95K - $4.57K
|
108
$5.11K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.75KNew |
$101K - $116K
|
2.75K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
394New |
$14.4K - $16.7K
|
394
$18.6K
|
|