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 |
---|---|---|---|---|---|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
125
shares
|
$6,635
0.0% of portfolio
|
Q1 2024
Reduced 45.65%
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
100
shares
|
$5,308
0.0% of portfolio
|
Q1 2025
Added 29.87%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
80
shares
|
$4,246
0.0% of portfolio
|
Q4 2024
Reduced 26.61%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
57
shares
|
$3,025
0.0% of portfolio
|
Q2 2022
Reduced 81.96%
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
52
shares
|
$2,760
0.0% of portfolio
|
Q1 2023
Reduced 75.36%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
20
shares
|
$1,061
0.0% of portfolio
|
Q1 2023
New holding
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
3
shares
|
$159
0.0% of portfolio
|
Q4 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|