Purchases and Sales Made in Q4 2021 in First Tr Exchange Traded Fd Ii (FPXI)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (FPXI) during Q4 2021. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED FD II.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.74K+ 43.79% |
$154K - $184K
|
8.99K
$457K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.64K+ 129.39% |
$148K - $177K
|
4.68K
$238K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.62K+ 33.97% |
$147K - $176K
|
10.3K
$526K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.17KNew |
$122K - $146K
|
2.17K
$110K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.11K+ 2.95% |
$119K - $142K
|
73.8K
$3.75M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.11K+ 14.2% |
$118K - $141K
|
17K
$863K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.1K+ 2.93% |
$118K - $141K
|
73.8K
$3.75M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.98K+ 15.78% |
$111K - $133K
|
14.5K
$739K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.93K+ 4.75% |
$108K - $130K
|
42.6K
$2.16M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.86K+ 12.34% |
$104K - $125K
|
16.9K
$860K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
1.75K+ 3.6% |
$98K - $117K
|
50.3K
$2.55M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.68K+ 11.35% |
$94.1K - $112K
|
16.4K
$836K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
1.54K+ 2.76% |
$86.3K - $103K
|
57.3K
$2.91M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
1.52K+ 2.89% |
$85.5K - $102K
|
54.2K
$2.76M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 4.09% |
$84.3K - $101K
|
38.2K
$1.94M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.45K+ 22.35% |
$81.4K - $97.2K
|
7.93K
$403K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.31K+ 16.07% |
$73.6K - $87.8K
|
9.46K
$481K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
1.24K+ 2.71% |
$69.6K - $83.2K
|
47K
$2.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.23K+ 11.53% |
$68.8K - $82.2K
|
11.9K
$603K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.07K+ 6.49% |
$60.2K - $71.9K
|
17.6K
$895K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
954New |
$53.6K - $64K
|
954
$48.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
875+ 1.43% |
$49.1K - $58.7K
|
62K
$3.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
744+ 108.45% |
$41.8K - $49.9K
|
1.43K
$72.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
674+ 612.73% |
$37.8K - $45.2K
|
784
$39.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
537+ 5.9% |
$30.2K - $36K
|
9.63K
$490K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
503New |
$28.2K - $33.7K
|
503
$25.6K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
491New |
$27.6K - $32.9K
|
491
$25K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
434+ 3.53% |
$24.4K - $29.1K
|
12.7K
$648K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
419+ 1.4% |
$23.5K - $28.1K
|
30.5K
$1.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
288+ 2.61% |
$16.2K - $19.3K
|
11.3K
$575K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
237+ 57.8% |
$13.3K - $15.9K
|
647
$32.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
208+ 61.0% |
$11.7K - $13.9K
|
549
$27.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
179+ 0.48% |
$10.1K - $12K
|
37.1K
$1.89M
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
176+ 7.24% |
$9.88K - $11.8K
|
2.61K
$133K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
175+ 116.67% |
$9.83K - $11.7K
|
325
$16.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
125+ 1.64% |
$7.02K - $8.38K
|
7.74K
$393K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
106+ 2.08% |
$5.95K - $7.11K
|
5.21K
$265K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
101New |
$5.67K - $6.77K
|
101
$5.13K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
86New |
$4.83K - $5.77K
|
86
$4.37K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
71+ 0.97% |
$3.99K - $4.76K
|
7.4K
$376K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
71+ 0.97% |
$3.99K - $4.76K
|
7.4K
$376K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24+ 1.93% |
$1.35K - $1.61K
|
1.27K
$64.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
18New |
$1.01K - $1.21K
|
18
$915
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-19- 1.64% |
$1.07K - $1.27K
|
1.14K
$57.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-22Closed |
$1.24K - $1.48K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-26- 0.45% |
$1.46K - $1.74K
|
5.81K
$295K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50- 14.2% |
$2.81K - $3.35K
|
302
$15.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-79- 94.05% |
$4.44K - $5.3K
|
5
$254
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-99- 0.81% |
$5.56K - $6.64K
|
12.2K
$618K
|