Purchases and Sales Made in Q4 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
700+ 12.4% |
$41K - $43.4K
|
6.35K
$377K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
80+ 6.34% |
$4.68K - $4.96K
|
1.34K
$79.6K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2- 0.01% |
$117 - $124
|
34.9K
$2.07M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-102- 2.04% |
$5.97K - $6.33K
|
4.89K
$290K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
SELL
|
- |
-144- 2.95% |
$8.43K - $8.93K
|
4.73K
$281K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-147- 20.08% |
$8.61K - $9.12K
|
585
$34.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-442- 2.46% |
$25.9K - $27.4K
|
17.5K
$1.04M
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.13K- 11.78% |
$66.2K - $70.1K
|
8.46K
$502K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-39.7K- 79.02% |
$2.32M - $2.46M
|
10.5K
$625K
|
|