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 $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
4,361
shares
|
$231,481
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
4,260
shares
|
$226,120
0.0% of portfolio
|
Q1 2025
Reduced 20.99%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,954
shares
|
$209,878
0.02% of portfolio
|
Q1 2025
Added 78980.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,213
shares
|
$170,546
0.0% of portfolio
|
Q4 2024
Reduced 56.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,944
shares
|
$156,267
0.0% of portfolio
|
Q1 2025
Reduced 32.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,670
shares
|
$141,723
0.0% of portfolio
|
Q1 2025
Added 3945.45%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,814
shares
|
$96,287
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,582
shares
|
$83,972
0.0% of portfolio
|
Q1 2025
Reduced 42.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,506
shares
|
$79,938
0.0% of portfolio
|
Q1 2025
Added 169.89%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
1,365
shares
|
$72,454
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
1,186
shares
|
$62,952
0.07% of portfolio
|
Q4 2023
Reduced 35.01%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,178
shares
|
$62,528
0.0% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,138
shares
|
$60,405
0.0% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,107
shares
|
$58,759
0.0% of portfolio
|
Q4 2024
Reduced 28.76%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
950
shares
|
$50,426
0.0% of portfolio
|
Q4 2024
Added 26.67%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
939
shares
|
$49,842
0.0% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
925
shares
|
$49,099
0.0% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
893
shares
|
$47,400
0.0% of portfolio
|
Q2 2020
Reduced 58.45%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
880
shares
|
$46,710
0.03% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
814
shares
|
$43,207
0.03% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
608
shares
|
$32,272
0.0% of portfolio
|
Q1 2024
Added 4242.86%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
590
shares
|
$31,317
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
329
shares
|
$17,463
0.0% of portfolio
|
Q1 2025
Added 38.82%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
315
shares
|
$16,720
0.0% of portfolio
|
Q4 2024
Reduced 21.64%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
257
shares
|
$13,641
0.0% of portfolio
|
Q1 2025
New holding
|