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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.81KNew |
$68.3K - $77.9K
|
1.81K
$86.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.8K+ 90.31% |
$181K - $206K
|
10.1K
$481K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.51K+ 17.84% |
$56.9K - $64.9K
|
9.99K
$475K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-101Closed |
$3.8K - $4.33K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
3.2K+ 27.35% |
$120K - $137K
|
14.9K
$709K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-5.58K- 43.06% |
$210K - $240K
|
7.38K
$351K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-63- 21.0% |
$2.37K - $2.7K
|
237
$11.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.46K- 17.83% |
$55K - $62.7K
|
6.73K
$320K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
614+ 6.95% |
$23.1K - $26.4K
|
9.45K
$449K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-4.04K- 87.87% |
$152K - $173K
|
557
$26.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$376 - $429
|
10
$476
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.03K- 13.66% |
$38.8K - $44.2K
|
6.51K
$310K
|
|
| Q2 2023 | |||||||
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.95KClosed |
$189K - $205K
|
0
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.5KNew |
$57.1K - $62K
|
1.5K
$71.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-9.66K- 63.69% |
$369K - $400K
|
5.51K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
174New |
$6.64K - $7.2K
|
174
$8.28K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-19- 3.64% |
$725 - $787
|
503
$23.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.32K- 30.14% |
$88.5K - $96K
|
5.37K
$256K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.07KNew |
$232K - $251K
|
6.07K
$289K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.58K- 9.04% |
$136K - $148K
|
36K
$1.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.79KNew |
$221K - $239K
|
5.79K
$275K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
797+ 7.65% |
$30.4K - $33K
|
11.2K
$534K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
410New |
$15.6K - $17.3K
|
410
$19.5K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
124KNew |
$4.7M - $5.23M
|
124K
$5.89M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-73.3KClosed |
$2.78M - $3.1M
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
510New |
$19.4K - $21.6K
|
510
$24.3K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.22% |
$38 - $42.3
|
447
$21.3K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
309+ 4.65% |
$11.7K - $13.1K
|
6.95K
$331K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.43KNew |
$282K - $314K
|
7.43K
$353K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.43K+ 99.64% |
$168K - $187K
|
8.88K
$423K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
260New |
$9.87K - $11K
|
260
$12.4K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-159- 75.36% |
$6.03K - $6.72K
|
52
$2.47K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.6KNew |
$98.6K - $110K
|
2.6K
$124K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
20New |
$759 - $846
|
20
$952
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
97.2K+ 22.88% |
$3.69M - $4.11M
|
522K
$24.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
67New |
$2.54K - $2.83K
|
67
$3.19K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
6.22KNew |
$236K - $263K
|
6.22K
$296K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
24+ 0.28% |
$821 - $963
|
8.56K
$407K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
111New |
$3.8K - $4.45K
|
111
$5.28K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.61K- 19.87% |
$226K - $265K
|
26.6K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
250New |
$8.55K - $10K
|
250
$11.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-197- 1.04% |
$6.74K - $7.9K
|
18.7K
$891K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.61K+ 1769.06% |
$329K - $385K
|
10.1K
$483K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2New |
$68.4 - $80.2
|
2
$95.2
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
40.9KNew |
$1.4M - $1.64M
|
40.9K
$1.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
5.56KNew |
$190K - $223K
|
5.56K
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-614- 87.84% |
$21K - $24.6K
|
85
$4.04K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-285- 87.96% |
$9.75K - $11.4K
|
39
$1.86K
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
821+ 7.0% |
$28.1K - $32.9K
|
12.6K
$597K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
230New |
$7.87K - $9.23K
|
230
$10.9K
|
|