Institutional Ownership First Tr Exchange Traded Fd Ii (FPXI)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (FPXI). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 1.94 Million shares, which have been reported (via 13F filing form) to have a value of $96.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
352,594
shares
|
$18.7 Million
0.01% of portfolio
|
Q1 2025
Added 18.55%
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
269,180
shares
|
$14.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.49%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
215,942
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
88,161
shares
|
$4.68 Million
2.15% of portfolio
|
Q4 2022
Reduced 30.38%
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2025 Q1 2025 |
76,616
shares
|
$4.07 Million
2.79% of portfolio
|
Q1 2025
Added 3.02%
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
52,451
shares
|
$2.78 Million
0.04% of portfolio
|
Q1 2025
Added 47.09%
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
44,546
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Added 24.67%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
43,171
shares
|
$2.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
41,644
shares
|
$2.21 Million
0.01% of portfolio
|
Q1 2025
Added 40.63%
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
40,318
shares
|
$2.14 Million
0.86% of portfolio
|
Q1 2025
Reduced 15.75%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
39,296
shares
|
$2.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
36,487
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
35,977
shares
|
$1.91 Million
0.41% of portfolio
|
Q2 2023
Reduced 9.04%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
32,585
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
31,958
shares
|
$1.7 Million
0.37% of portfolio
|
Q1 2025
Reduced 21.65%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
31,793
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
31,786
shares
|
$1.69 Million
0.64% of portfolio
|
Q1 2025
Added 10.28%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
30,085
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Added 24.01%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
27,591
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,968
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2022
Reduced 17.3%
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
25,247
shares
|
$1.34 Million
0.05% of portfolio
|
Q1 2025
Added 6.64%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,373
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
23,045
shares
|
$1.22 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
21,636
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
21,565
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 42.29%
|