Purchases and Sales Made in Q4 2024 in First Tr Exchange Traded Fd Ii (FPXI)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (FPXI) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED FD II.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.4K+ 16.63% |
$2M - $2.15M
|
297K
$15.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.3KNew |
$1.14M - $1.23M
|
24.3K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.1K+ 11.78% |
$1.09M - $1.17M
|
219K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.7K+ 196.74% |
$739K - $797K
|
23.7K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.8K+ 77.04% |
$697K - $752K
|
34K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.1K+ 4.41% |
$666K - $718K
|
334K
$17.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.35K+ 23.11% |
$393K - $424K
|
44.5K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.1K+ 22.82% |
$382K - $412K
|
43.6K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.61KNew |
$359K - $387K
|
7.61K
$401K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.84K+ 72.5% |
$228K - $246K
|
11.5K
$607K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.68KNew |
$221K - $238K
|
4.68K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.81K+ 2.5% |
$85.4K - $92K
|
74.4K
$3.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.14K+ 7.1% |
$53.5K - $57.7K
|
17.1K
$902K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.06K+ 3.71% |
$49.9K - $53.8K
|
29.6K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
590New |
$27.8K - $30K
|
590
$31.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
337+ 1.74% |
$15.9K - $17.1K
|
19.8K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
231New |
$10.9K - $11.7K
|
231
$12.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
200+ 26.67% |
$9.42K - $10.2K
|
950
$50K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
173+ 0.49% |
$8.15K - $8.79K
|
35.7K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
102+ 3.86% |
$4.81K - $5.18K
|
2.74K
$145K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
85+ 0.3% |
$4K - $4.32K
|
28.8K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9+ 0.2% |
$424 - $457
|
4.5K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.15% |
$330 - $356
|
4.61K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3New |
$141 - $152
|
3
$158
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3+ 0.02% |
$141 - $152
|
12K
$634K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2+ 0.04% |
$94.2 - $102
|
4.66K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.17% |
$94.2 - $102
|
1.18K
$62K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 0.51% |
$47.1 - $50.8
|
196
$10.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8- 1.41% |
$377 - $406
|
558
$29.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28- 0.07% |
$1.32K - $1.42K
|
37.4K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-29- 26.61% |
$1.37K - $1.47K
|
80
$4.21K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-57- 6.54% |
$2.69K - $2.9K
|
814
$42.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-87- 21.64% |
$4.1K - $4.42K
|
315
$16.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-242- 2.76% |
$11.4K - $12.3K
|
8.52K
$449K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-249- 2.98% |
$11.7K - $12.6K
|
8.12K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-270- 5.92% |
$12.7K - $13.7K
|
4.29K
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-447- 28.76% |
$21.1K - $22.7K
|
1.11K
$58.3K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-511- 8.3% |
$24.1K - $26K
|
5.64K
$297K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-543- 4.89% |
$25.6K - $27.6K
|
10.6K
$556K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-585- 99.83% |
$27.6K - $29.7K
|
1
$52.7
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-640- 12.83% |
$30.2K - $32.5K
|
4.35K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-680- 3.82% |
$32K - $34.5K
|
17.1K
$902K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-809- 6.28% |
$38.1K - $41.1K
|
12.1K
$636K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-850- 13.62% |
$40K - $43.2K
|
5.39K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.26K- 19.7% |
$59.4K - $64K
|
5.14K
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.29K- 18.59% |
$60.7K - $65.4K
|
5.64K
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.33K- 51.53% |
$62.7K - $67.6K
|
1.25K
$66K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.4K- 10.26% |
$66K - $71.2K
|
12.3K
$646K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.48K- 8.06% |
$69.5K - $74.9K
|
16.8K
$886K
|