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 92 institutions that hold shares in the stock, with a total of 1.94 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
4,579
shares
|
$271,763
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,244
shares
|
$251,881
0.0% of portfolio
|
Q3 2025
Reduced 11.82%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,049
shares
|
$240,308
0.0% of portfolio
|
Q3 2025
Reduced 37.52%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,756
shares
|
$222,918
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,663
shares
|
$217,399
0.0% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
3,536
shares
|
$209,861
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,447
shares
|
$204,579
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,649
shares
|
$157,218
0.0% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,647
shares
|
$157,099
0.0% of portfolio
|
Q3 2025
Reduced 12.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,445
shares
|
$145,110
0.0% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,814
shares
|
$107,660
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,719
shares
|
$102,022
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,299
shares
|
$77,095
0.0% of portfolio
|
Q3 2025
Reduced 17.89%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,262
shares
|
$74,899
0.01% of portfolio
|
Q3 2025
Added 107.57%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
1,186
shares
|
$70,389
0.1% of portfolio
|
Q4 2023
Reduced 35.01%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,145
shares
|
$67,955
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,138
shares
|
$67,540
0.0% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,020
shares
|
$60,537
0.0% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
950
shares
|
$56,382
0.0% of portfolio
|
Q4 2024
Added 26.67%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
939
shares
|
$55,729
0.0% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
893
shares
|
$52,999
0.0% of portfolio
|
Q2 2020
Reduced 58.45%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
880
shares
|
$52,228
0.03% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
814
shares
|
$48,310
0.03% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
732
shares
|
$43,444
0.0% of portfolio
|
Q2 2025
Added 24.07%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
315
shares
|
$18,695
0.0% of portfolio
|
Q4 2024
Reduced 21.64%
|
|