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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
237
shares
|
$14,065
0.0% of portfolio
|
Q2 2025
Reduced 27.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
181
shares
|
$10,742
0.0% of portfolio
|
Q3 2025
Reduced 83.65%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
174
shares
|
$10,326
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
150
shares
|
$8,902
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
125
shares
|
$7,418
0.0% of portfolio
|
Q1 2024
Reduced 45.65%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
108
shares
|
$6,409
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
108
shares
|
$6,409
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
91
shares
|
$5,400
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
80
shares
|
$4,748
0.0% of portfolio
|
Q4 2024
Reduced 26.61%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
57
shares
|
$3,382
0.0% of portfolio
|
Q3 2025
Reduced 52.1%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
52
shares
|
$3,086
0.0% of portfolio
|
Q1 2023
Reduced 75.36%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
23
shares
|
$1,365
0.0% of portfolio
|
Q3 2025
Reduced 77.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
20
shares
|
$1,187
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
8
shares
|
$474
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1
shares
|
$59
0.0% of portfolio
|
Q3 2025
Reduced 99.93%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1
shares
|
$59
0.0% of portfolio
|
Q3 2025
Reduced 75.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|