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 86 institutions that hold shares in the stock, with a total of 2.01 Million shares, which have been reported (via 13F filing form) to have a value of $100 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
352,594
shares
|
$17.5 Million
0.01% of portfolio
|
Q1 2025
Added 18.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
334,358
shares
|
$16.6 Million
0.0% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
219,142
shares
|
$10.9 Million
0.0% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
88,161
shares
|
$4.39 Million
2.15% of portfolio
|
Q4 2022
Reduced 30.38%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
74,373
shares
|
$3.7 Million
2.49% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
54,402
shares
|
$2.71 Million
0.75% of portfolio
|
Q3 2024
Reduced 30.61%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
44,469
shares
|
$2.21 Million
0.01% of portfolio
|
Q4 2024
Added 23.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
43,608
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
Added 22.82%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
41,644
shares
|
$2.07 Million
0.01% of portfolio
|
Q1 2025
Added 40.63%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
41,608
shares
|
$2.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 66.17%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
40,318
shares
|
$2.01 Million
0.86% of portfolio
|
Q1 2025
Reduced 15.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
37,562
shares
|
$1.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
37,366
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
35,977
shares
|
$1.79 Million
0.41% of portfolio
|
Q2 2023
Reduced 9.04%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
35,732
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
35,660
shares
|
$1.77 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
32,585
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
31,786
shares
|
$1.58 Million
0.64% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
27,591
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,968
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2022
Reduced 17.3%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
25,247
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
24,260
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,373
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,779
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 38.27%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
21,636
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.22%
|