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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
6.22KNew |
$236K - $263K
|
6.22K
$344K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
24+ 0.28% |
$821 - $963
|
8.56K
$474K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
111New |
$3.8K - $4.45K
|
111
$6.14K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.61K- 19.87% |
$226K - $265K
|
26.6K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-197- 1.04% |
$6.74K - $7.9K
|
18.7K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.61K+ 1769.06% |
$329K - $385K
|
10.1K
$561K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
250New |
$8.55K - $10K
|
250
$13.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2New |
$68.4 - $80.2
|
2
$111
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
40.9KNew |
$1.4M - $1.64M
|
40.9K
$2.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-285- 87.96% |
$9.75K - $11.4K
|
39
$2.16K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
5.56KNew |
$190K - $223K
|
5.56K
$307K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-614- 87.84% |
$21K - $24.6K
|
85
$4.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
821+ 7.0% |
$28.1K - $32.9K
|
12.6K
$694K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
230New |
$7.87K - $9.23K
|
230
$12.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.57K- 3.74% |
$53.5K - $62.8K
|
40.2K
$2.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-38.5K- 30.38% |
$1.32M - $1.54M
|
88.2K
$4.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
19.4KNew |
$665K - $779K
|
19.4K
$1.07M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.59K+ 64.45% |
$164K - $200K
|
11.7K
$647K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.64K- 17.3% |
$201K - $247K
|
27K
$1.49M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200New |
$7.14K - $8.74K
|
200
$11.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
380New |
$13.6K - $16.6K
|
380
$21K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
110K+ 67.01% |
$3.94M - $4.83M
|
275K
$15.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
237K+ 59.71% |
$8.47M - $10.4M
|
635K
$35.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-3.38K- 23.49% |
$121K - $148K
|
11K
$608K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 33.92% |
$82.4K - $101K
|
9.12K
$504K
|
|
| Q2 2022 | |||||||
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-5.3KClosed |
$219K - $269K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.78KClosed |
$197K - $242K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.62K- 12.72% |
$66.9K - $82.2K
|
11.1K
$615K
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.5KClosed |
$638K - $784K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
49New |
$2.02K - $2.49K
|
49
$2.71K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
998New |
$41.2K - $50.6K
|
998
$55.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.42KNew |
$58.4K - $71.8K
|
1.42K
$78.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11.9KClosed |
$489K - $601K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-785- 12.3% |
$32.4K - $39.8K
|
5.6K
$310K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-250- 73.31% |
$10.3K - $12.7K
|
91
$5.03K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.21KClosed |
$174K - $213K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.69KClosed |
$194K - $238K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-17KClosed |
$701K - $862K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.67K- 31.91% |
$110K - $135K
|
5.7K
$315K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
168New |
$6.94K - $8.52K
|
168
$9.29K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
118+ 1.11% |
$4.87K - $5.99K
|
10.7K
$593K
|
|
|
Aug 05, 2022
Q2 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-45.3K- 90.65% |
$1.87M - $2.3M
|
4.67K
$258K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-2.75K- 16.42% |
$114K - $140K
|
14K
$774K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.46KClosed |
$267K - $328K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-90Closed |
$3.72K - $4.57K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
592New |
$24.4K - $30K
|
592
$32.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1.68K+ 2.09% |
$69.4K - $85.3K
|
82K
$4.53M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-6.13KClosed |
$253K - $311K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-187K- 96.85% |
$7.72M - $9.49M
|
6.09K
$337K
|
|