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 89 institutions that hold shares in the stock, with a total of 2.02 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,989
shares
|
$246,456
0.01% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
4,761
shares
|
$235,193
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
4,728
shares
|
$233,563
0.0% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
4,660
shares
|
$230,204
0.01% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
4,605
shares
|
$227,487
0.08% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,562
shares
|
$225,362
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,495
shares
|
$222,053
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
4,481
shares
|
$221,361
0.02% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
3,471
shares
|
$171,467
0.13% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,747
shares
|
$135,701
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,641
shares
|
$130,465
0.0% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,814
shares
|
$89,611
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,554
shares
|
$76,767
0.0% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,254
shares
|
$61,947
0.0% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
1,186
shares
|
$58,588
0.07% of portfolio
|
Q4 2023
Reduced 35.01%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,174
shares
|
$57,995
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,121
shares
|
$55,377
0.0% of portfolio
|
Q2 2021
Added 63.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
893
shares
|
$44,114
0.0% of portfolio
|
Q2 2020
Reduced 58.45%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
880
shares
|
$43,472
0.03% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
871
shares
|
$43,027
0.03% of portfolio
|
Q3 2024
Reduced 90.0%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
852
shares
|
$42,088
0.0% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
750
shares
|
$37,050
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
608
shares
|
$30,035
0.0% of portfolio
|
Q1 2024
Added 4242.86%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
586
shares
|
$28,948
0.01% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
566
shares
|
$27,960
0.0% of portfolio
|
Q3 2024
Added 8.64%
|