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 88 institutions that hold shares in the stock, with a total of 1.96 Million shares, which have been reported (via 13F filing form) to have a value of $97.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
19,759
shares
|
$981,034
0.04% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
17,128
shares
|
$850,405
0.0% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
17,126
shares
|
$850,305
0.0% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
16,817
shares
|
$834,964
0.0% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
12,266
shares
|
$609,006
0.01% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
12,066
shares
|
$599,076
0.0% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
12,028
shares
|
$597,190
0.39% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
11,525
shares
|
$572,216
0.0% of portfolio
|
Q4 2024
Added 72.5%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
10,557
shares
|
$524,155
0.0% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
10,469
shares
|
$519,785
0.33% of portfolio
|
Q4 2024
Reduced 33.91%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
9,294
shares
|
$461,447
0.0% of portfolio
|
Q4 2024
Reduced 26.93%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
8,521
shares
|
$423,067
0.24% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
8,118
shares
|
$403,058
0.19% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,611
shares
|
$377,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
7,605
shares
|
$377,588
0.0% of portfolio
|
Q4 2024
Reduced 20.73%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
6,217
shares
|
$308,674
0.24% of portfolio
|
Q1 2023
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
5,643
shares
|
$280,174
0.18% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
5,640
shares
|
$280,026
0.01% of portfolio
|
Q4 2024
Reduced 18.59%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
5,392
shares
|
$267,712
0.0% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,136
shares
|
$255,002
0.04% of portfolio
|
Q4 2024
Reduced 19.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,059
shares
|
$251,179
0.0% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
4,728
shares
|
$234,745
0.0% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
4,682
shares
|
$232,461
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
4,662
shares
|
$231,468
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
4,612
shares
|
$228,985
0.08% of portfolio
|
Q4 2024
Added 0.15%
|