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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.81KNew |
$68.3K - $77.9K
|
1.81K
$86.6K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.51K+ 17.84% |
$56.9K - $64.9K
|
9.99K
$477K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
614+ 6.95% |
$23.1K - $26.4K
|
9.45K
$451K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$376 - $429
|
10
$478
|
|
Q2 2023 | |||||||
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.07KNew |
$232K - $251K
|
6.07K
$290K
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.79KNew |
$221K - $239K
|
5.79K
$276K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.5KNew |
$57.1K - $62K
|
1.5K
$71.5K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
797+ 7.65% |
$30.4K - $33K
|
11.2K
$536K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
174New |
$6.64K - $7.2K
|
174
$8.31K
|
|
Q1 2023 | |||||||
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
124KNew |
$4.7M - $5.23M
|
124K
$5.91M
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
97.2K+ 22.88% |
$3.69M - $4.11M
|
522K
$24.9M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.43KNew |
$282K - $314K
|
7.43K
$355K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
6.22KNew |
$236K - $263K
|
6.22K
$297K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.43K+ 99.64% |
$168K - $187K
|
8.88K
$424K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.6KNew |
$98.6K - $110K
|
2.6K
$124K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
510New |
$19.4K - $21.6K
|
510
$24.4K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
410New |
$15.6K - $17.3K
|
410
$19.6K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
309+ 4.65% |
$11.7K - $13.1K
|
6.95K
$332K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
260New |
$9.87K - $11K
|
260
$12.4K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
67New |
$2.54K - $2.83K
|
67
$3.2K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
20New |
$759 - $846
|
20
$955
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
40.9KNew |
$1.4M - $1.64M
|
40.9K
$1.95M
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
19.4KNew |
$665K - $779K
|
19.4K
$928K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.61K+ 1769.06% |
$329K - $385K
|
10.1K
$485K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
5.56KNew |
$190K - $223K
|
5.56K
$265K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.1KNew |
$37.6K - $44.1K
|
1.1K
$52.5K
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
821+ 7.0% |
$28.1K - $32.9K
|
12.6K
$599K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
250New |
$8.55K - $10K
|
250
$11.9K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
230New |
$7.87K - $9.23K
|
230
$11K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
111New |
$3.8K - $4.45K
|
111
$5.3K
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
24+ 0.28% |
$821 - $963
|
8.56K
$409K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2New |
$68.4 - $80.2
|
2
$95.5
|
|
Q3 2022 | |||||||
Oct 13, 2022
Q3 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
237K+ 59.71% |
$8.47M - $10.4M
|
635K
$30.3M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
110K+ 67.01% |
$3.94M - $4.83M
|
275K
$13.1M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.59K+ 64.45% |
$164K - $200K
|
11.7K
$559K
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 33.92% |
$82.4K - $101K
|
9.12K
$435K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
380New |
$13.6K - $16.6K
|
380
$18.1K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200New |
$7.14K - $8.74K
|
200
$9.55K
|
|
Q2 2022 | |||||||
Jul 29, 2022
Q2 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1.68K+ 2.09% |
$69.4K - $85.3K
|
82K
$3.92M
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.42KNew |
$58.4K - $71.8K
|
1.42K
$67.6K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
998New |
$41.2K - $50.6K
|
998
$47.7K
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
592New |
$24.4K - $30K
|
592
$28.3K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
168New |
$6.94K - $8.52K
|
168
$8.02K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
118+ 1.11% |
$4.87K - $5.99K
|
10.7K
$512K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
49New |
$2.02K - $2.49K
|
49
$2.34K
|
|
Q1 2022 | |||||||
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.7KNew |
$472K - $617K
|
10.7K
$511K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
674+ 612.73% |
$37.8K - $45.2K
|
784
$37.4K
|
|
Q3 2021 | |||||||
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
45.7KNew |
$2.92M - $3.21M
|
45.7K
$2.18M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.51KNew |
$416K - $457K
|
6.51K
$311K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
410New |
$26.2K - $28.8K
|
410
$19.6K
|