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 88 institutions that hold shares in the stock, with a total of 1.96 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
4,504
shares
|
$231,100
0.01% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,349
shares
|
$223,147
0.01% of portfolio
|
Q4 2024
Reduced 12.83%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
4,292
shares
|
$220,222
0.01% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,213
shares
|
$164,859
0.0% of portfolio
|
Q4 2024
Reduced 56.02%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,747
shares
|
$140,948
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,743
shares
|
$140,743
0.0% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,814
shares
|
$93,076
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,252
shares
|
$64,240
0.0% of portfolio
|
Q4 2024
Reduced 51.53%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
1,186
shares
|
$60,853
0.07% of portfolio
|
Q4 2023
Reduced 35.01%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,176
shares
|
$60,340
0.0% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,121
shares
|
$57,518
0.0% of portfolio
|
Q2 2021
Added 63.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,107
shares
|
$56,800
0.0% of portfolio
|
Q4 2024
Reduced 28.76%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
950
shares
|
$48,744
0.0% of portfolio
|
Q4 2024
Added 26.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
893
shares
|
$45,819
0.0% of portfolio
|
Q2 2020
Reduced 58.45%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
880
shares
|
$45,152
0.03% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
852
shares
|
$43,716
0.0% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
814
shares
|
$41,766
0.03% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
608
shares
|
$31,196
0.0% of portfolio
|
Q1 2024
Added 4242.86%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
590
shares
|
$30,272
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
558
shares
|
$28,630
0.0% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
315
shares
|
$16,162
0.0% of portfolio
|
Q4 2024
Reduced 21.64%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
237
shares
|
$12,160
0.0% of portfolio
|
Q3 2023
Reduced 21.0%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
231
shares
|
$11,852
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
196
shares
|
$10,056
0.0% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
174
shares
|
$8,927
0.0% of portfolio
|
Q2 2023
New holding
|