Latest Institutional Transactions on First Tr Exchange Traded Fd Ii (FPXI)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Ii (FPXI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-62- 52.1% |
$3.35K - $3.73K
|
57
$3.38K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.19K+ 100.0% |
$280K - $312K
|
10.4K
$616K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.8K- 15.78% |
$97.1K - $108K
|
9.59K
$569K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.24K+ 9.22% |
$229K - $255K
|
50.2K
$2.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
654+ 107.57% |
$35.3K - $39.4K
|
1.26K
$74.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$432 - $481
|
8
$475
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-317- 5.97% |
$17.1K - $19.1K
|
4.99K
$296K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-7.54K- 29.25% |
$407K - $454K
|
18.2K
$1.08M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
279+ 6.07% |
$15.1K - $16.8K
|
4.88K
$290K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.68K+ 9.7% |
$70.9K - $94.9K
|
19K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21- 0.79% |
$886 - $1.19K
|
2.65K
$157K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.76KNew |
$158K - $212K
|
3.76K
$223K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-597- 14.01% |
$25.2K - $33.7K
|
3.66K
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
142+ 24.07% |
$5.99K - $8.02K
|
732
$43.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8+ 0.17% |
$338 - $452
|
4.67K
$277K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.15KNew |
$48.3K - $64.7K
|
1.15K
$68K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-229- 3.69% |
$9.66K - $12.9K
|
5.97K
$354K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
89+ 6.52% |
$3.75K - $5.03K
|
1.45K
$86.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-92- 27.96% |
$3.88K - $5.2K
|
237
$14.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
676New |
$28.5K - $38.2K
|
676
$40.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
150New |
$6.33K - $8.47K
|
150
$8.9K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-38- 3.23% |
$1.77K - $2.02K
|
1.14K
$67.5K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
73+ 8.57% |
$3.4K - $3.88K
|
925
$54.9K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
257New |
$12K - $13.7K
|
257
$15.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19+ 0.4% |
$884 - $1.01K
|
4.75K
$282K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-182- 16.24% |
$8.47K - $9.67K
|
939
$55.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.95K+ 78980.0% |
$184K - $210K
|
3.95K
$235K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-87- 21.64% |
$4.1K - $4.42K
|
315
$18.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 0.51% |
$47.1 - $50.8
|
196
$11.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.61KNew |
$359K - $387K
|
7.61K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
200+ 26.67% |
$9.42K - $10.2K
|
950
$56.4K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-511- 8.3% |
$24.1K - $26K
|
5.64K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-29- 26.61% |
$1.37K - $1.47K
|
80
$4.75K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.26K- 19.7% |
$59.4K - $64K
|
5.14K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-57- 6.54% |
$2.69K - $2.9K
|
814
$48.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.68KNew |
$221K - $238K
|
4.68K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
231New |
$10.9K - $11.7K
|
231
$13.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-249- 2.98% |
$11.7K - $12.6K
|
8.12K
$482K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
18.9KNew |
$817K - $926K
|
18.9K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
250New |
$10.8K - $12.3K
|
250
$14.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-495- 9.95% |
$21.4K - $24.3K
|
4.48K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.05KNew |
$305K - $346K
|
7.05K
$419K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-92- 1.63% |
$3.98K - $4.51K
|
5.56K
$330K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4.76KNew |
$206K - $233K
|
4.76K
$283K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-503- 9.04% |
$21.7K - $24.6K
|
5.06K
$300K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.42K- 9.38% |
$105K - $119K
|
23.4K
$1.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
269+ 3.98% |
$11.6K - $13.2K
|
7.03K
$417K
|
|