Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-639- 35.01% |
$23.4K - $27K
|
1.19K
$56.6K
|
|
Q3 2023 | |||||||
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-5.58K- 43.06% |
$210K - $240K
|
7.38K
$353K
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-4.04K- 87.87% |
$152K - $173K
|
557
$26.6K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.22K- 35.37% |
$121K - $138K
|
5.89K
$281K
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.46K- 17.83% |
$55K - $62.7K
|
6.73K
$321K
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.03K- 13.66% |
$38.8K - $44.2K
|
6.51K
$311K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-101Closed |
$3.8K - $4.33K
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-63- 21.0% |
$2.37K - $2.7K
|
237
$11.3K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-9.66K- 63.69% |
$369K - $400K
|
5.51K
$263K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.95KClosed |
$189K - $205K
|
0
$0
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.58K- 9.04% |
$136K - $148K
|
36K
$1.72M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.32K- 30.14% |
$88.5K - $96K
|
5.37K
$257K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-19- 3.64% |
$725 - $787
|
503
$24K
|
|
Q1 2023 | |||||||
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-73.3KClosed |
$2.78M - $3.1M
|
0
$0
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-159- 75.36% |
$6.03K - $6.72K
|
52
$2.48K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.22% |
$38 - $42.3
|
447
$21.3K
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-38.5K- 30.38% |
$1.32M - $1.54M
|
88.2K
$4.21M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.61K- 19.87% |
$226K - $265K
|
26.6K
$1.27M
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.57K- 3.74% |
$53.5K - $62.8K
|
40.2K
$1.92M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-614- 87.84% |
$21K - $24.6K
|
85
$4.06K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-285- 87.96% |
$9.75K - $11.4K
|
39
$1.86K
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-197- 1.04% |
$6.74K - $7.9K
|
18.7K
$894K
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.5K- 28.18% |
$373K - $457K
|
26.7K
$1.27M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.64K- 17.3% |
$201K - $247K
|
27K
$1.29M
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-3.38K- 23.49% |
$121K - $148K
|
11K
$525K
|
|
Q2 2022 | |||||||
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-187K- 96.85% |
$7.72M - $9.49M
|
6.09K
$291K
|
|
Aug 05, 2022
Q2 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-45.3K- 90.65% |
$1.87M - $2.3M
|
4.67K
$223K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-17KClosed |
$701K - $862K
|
0
$0
|
|
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
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11.9KClosed |
$489K - $601K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.46KClosed |
$267K - $328K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-6.13KClosed |
$253K - $311K
|
0
$0
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-5.3KClosed |
$219K - $269K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.26KClosed |
$217K - $267K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.78KClosed |
$197K - $242K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.69KClosed |
$194K - $238K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.21KClosed |
$174K - $213K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-2.75K- 16.42% |
$114K - $140K
|
14K
$669K
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.67K- 31.91% |
$110K - $135K
|
5.7K
$272K
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.62K- 12.72% |
$66.9K - $82.2K
|
11.1K
$531K
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.04KClosed |
$42.8K - $52.6K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-785- 12.3% |
$32.4K - $39.8K
|
5.6K
$267K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-259- 81.96% |
$10.7K - $13.1K
|
57
$2.72K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-250- 73.31% |
$10.3K - $12.7K
|
91
$4.35K
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-250Closed |
$10.3K - $12.7K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-90Closed |
$3.72K - $4.57K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-144KClosed |
$6.36M - $8.32M
|
0
$0
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-55KClosed |
$2.42M - $3.17M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
SELL
|
- |
-47KClosed |
$2.07M - $2.71M
|
0
$0
|