Robertson Stephens Wealth Management, LLC First Tr Exchange Traded Fd Ii Transaction History

Robertson Stephens Wealth Management, LLC

$2.84 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$43.21 - $49.0 $304,760 - $345,597	7,053 New	7,053 $341,000

Others Institutions Holding FPXI

# of Institutions

86

Shares Held

1.95M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

334K
Shares

$16.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

297K
Shares

$14.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

219K
Shares

$10.6 Million
0.0% of portfolio
Bickling Financial Services, Inc. Lexington, MA

88.2K
Shares

$4.25 Million
2.15% of portfolio
Sfi Advisors, LLC Montclair, NJ

74.4K
Shares

$3.59 Million
2.49% of portfolio

About FIRST TR EXCHANGE-TRADED FD II

Ticker FPXI
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