Latest Institutional Purchases of First Tr Exchange Traded Fd Ii (FPXI)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Ii (FPXI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6KNew |
$262K - $290K
|
6K
$338K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
357New |
$15.6K - $17.3K
|
357
$20.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
77New |
$3.36K - $3.72K
|
77
$4.35K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4+ 0.46% |
$175 - $193
|
880
$49.7K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.45KNew |
$183K - $210K
|
4.45K
$251K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
594+ 4242.86% |
$24.5K - $28.1K
|
608
$34.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3+ 0.05% |
$124 - $142
|
5.75K
$325K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.75KNew |
$101K - $116K
|
2.75K
$155K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.4KNew |
$51K - $59K
|
1.4K
$78.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
394New |
$14.4K - $16.7K
|
394
$22.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
142New |
$5.2K - $6K
|
142
$8.01K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
112New |
$4.1K - $4.73K
|
112
$6.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
108New |
$3.95K - $4.57K
|
108
$6.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
76New |
$2.78K - $3.21K
|
76
$4.29K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
22New |
$805 - $930
|
22
$1.24K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.8K+ 90.31% |
$181K - $206K
|
10.1K
$571K
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
3.2K+ 27.35% |
$120K - $137K
|
14.9K
$841K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.81KNew |
$68.3K - $77.9K
|
1.81K
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.51K+ 17.84% |
$56.9K - $64.9K
|
9.99K
$564K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
614+ 6.95% |
$23.1K - $26.4K
|
9.45K
$533K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$376 - $429
|
10
$564
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.07KNew |
$232K - $251K
|
6.07K
$342K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.79KNew |
$221K - $239K
|
5.79K
$327K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.5KNew |
$57.1K - $62K
|
1.5K
$84.5K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
797+ 7.65% |
$30.4K - $33K
|
11.2K
$633K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
174New |
$6.64K - $7.2K
|
174
$9.82K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
124KNew |
$4.7M - $5.23M
|
124K
$6.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
97.2K+ 22.88% |
$3.69M - $4.11M
|
522K
$29.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
6.22KNew |
$236K - $263K
|
6.22K
$351K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.43K+ 99.64% |
$168K - $187K
|
8.88K
$501K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
510New |
$19.4K - $21.6K
|
510
$28.8K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
309+ 4.65% |
$11.7K - $13.1K
|
6.95K
$392K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
260New |
$9.87K - $11K
|
260
$14.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
67New |
$2.54K - $2.83K
|
67
$3.78K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
20New |
$759 - $846
|
20
$1.13K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
40.9KNew |
$1.4M - $1.64M
|
40.9K
$2.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
19.4KNew |
$665K - $779K
|
19.4K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.61K+ 1769.06% |
$329K - $385K
|
10.1K
$573K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
5.56KNew |
$190K - $223K
|
5.56K
$314K
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
821+ 7.0% |
$28.1K - $32.9K
|
12.6K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
250New |
$8.55K - $10K
|
250
$14.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
230New |
$7.87K - $9.23K
|
230
$13K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
111New |
$3.8K - $4.45K
|
111
$6.26K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
24+ 0.28% |
$821 - $963
|
8.56K
$483K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2New |
$68.4 - $80.2
|
2
$113
|
|
| Q3 2022 | |||||||
|
Oct 13, 2022
Q3 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
237K+ 59.71% |
$8.47M - $10.4M
|
635K
$35.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.59K+ 64.45% |
$164K - $200K
|
11.7K
$660K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 33.92% |
$82.4K - $101K
|
9.12K
$515K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
380New |
$13.6K - $16.6K
|
380
$21.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200New |
$7.14K - $8.74K
|
200
$11.3K
|
|