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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 8.7% |
$128 - $140
|
25
$1.19K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-3.65KClosed |
$233K - $256K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-1.53KClosed |
$97.6K - $107K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-400Closed |
$25.5K - $28.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.19KClosed |
$268K - $294K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-894Closed |
$57.1K - $62.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-5.5KClosed |
$351K - $386K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-37.7KClosed |
$2.41M - $2.65M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-812Closed |
$51.8K - $57K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.24KClosed |
$78.9K - $86.8K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-6Closed |
$383 - $421
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-238Closed |
$15.2K - $16.7K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
410New |
$26.2K - $28.8K
|
410
$19.5K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
45.7KNew |
$2.92M - $3.21M
|
45.7K
$2.18M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-3KClosed |
$191K - $211K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.11KClosed |
$199K - $218K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10.3KClosed |
$655K - $721K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-148Closed |
$9.19K - $10.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-6.24KClosed |
$388K - $432K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-12.1KClosed |
$751K - $838K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-40.5KClosed |
$2.51M - $2.8M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-41.5KClosed |
$2.58M - $2.88M
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12+ 13.64% |
$745 - $831
|
100
$4.76K
|
|
|
Jul 29, 2021
Q2 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-54.1KClosed |
$3.36M - $3.74M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
437+ 63.89% |
$27.1K - $30.3K
|
1.12K
$53.3K
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1.54KClosed |
$95.5K - $107K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-25.9KClosed |
$1.61M - $1.79M
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
SELL
|
- |
-145Closed |
$9K - $10K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
SELL
|
- |
-30.2KClosed |
$1.87M - $2.09M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.84KClosed |
$116K - $144K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-127KClosed |
$8.03M - $9.93M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-4Closed |
$254 - $314
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-7.45KClosed |
$473K - $585K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-21.2KClosed |
$1.35M - $1.66M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-100Closed |
$6.34K - $7.85K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.26KClosed |
$588K - $727K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-23.9KClosed |
$1.51M - $1.87M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-306Closed |
$19.4K - $24K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.2KClosed |
$124K - $152K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.22KClosed |
$293K - $361K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-45.9KClosed |
$2.58M - $3.17M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
3.59KNew |
$202K - $248K
|
3.59K
$171K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Archer Investment Corp
|
SELL
|
- |
-1.25KClosed |
$64.3K - $75.5K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-522- 58.45% |
$18.3K - $27K
|
371
$17.7K
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-105Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-781Closed |
N/A
|
0
$0
|
|