Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Fd Ii (FMB)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (FMB) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7.92K+ 4.9% |
$398K - $409K
|
169K
$8.62M
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.7KNew |
$387K - $397K
|
7.7K
$392K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
7.69KNew |
$386K - $396K
|
7.69K
$391K
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.24K+ 9.04% |
$364K - $374K
|
87.4K
$4.45M
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.24K+ 9.04% |
$364K - $374K
|
87.4K
$4.45M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.09K+ 4.54% |
$356K - $366K
|
163K
$8.3M
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
7.08K+ 78.82% |
$355K - $365K
|
16.1K
$817K
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
7.02K+ 124.72% |
$353K - $362K
|
12.7K
$644K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6.73K+ 70.29% |
$338K - $347K
|
16.3K
$830K
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6.22K+ 17.91% |
$312K - $321K
|
40.9K
$2.08M
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
6.13KNew |
$308K - $316K
|
6.13K
$312K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.46K+ 8.61% |
$274K - $282K
|
68.8K
$3.5M
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.23K+ 6.59% |
$263K - $270K
|
84.6K
$4.31M
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.11KNew |
$257K - $264K
|
5.11K
$260K
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
5.01KNew |
$251K - $258K
|
5.01K
$255K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4.93KNew |
$247K - $254K
|
4.93K
$251K
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
4.89KNew |
$245K - $252K
|
4.89K
$249K
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
4.87K+ 4.75% |
$244K - $251K
|
107K
$5.47M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.63K+ 63.97% |
$233K - $239K
|
11.9K
$604K
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
4.49K+ 9.94% |
$225K - $232K
|
49.6K
$2.53M
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.4KNew |
$221K - $227K
|
4.4K
$224K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.36K+ 5.18% |
$219K - $225K
|
88.6K
$4.51M
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4.16K+ 15.3% |
$209K - $215K
|
31.4K
$1.6M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.95KNew |
$198K - $204K
|
3.95K
$201K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.78K+ 7.05% |
$190K - $195K
|
57.3K
$2.92M
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.6K+ 5.97% |
$181K - $186K
|
64K
$3.25M
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
3.4K+ 13.28% |
$171K - $175K
|
29K
$1.48M
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
3.3K+ 1.76% |
$165K - $170K
|
191K
$9.7M
|
|
May 01, 2023
Q1 2023
|
Grant
|
BUY
|
- |
3.28K+ 12.41% |
$164K - $169K
|
29.7K
$1.51M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.03K+ 2.85% |
$152K - $156K
|
109K
$5.56M
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.99K+ 6.08% |
$150K - $154K
|
52.1K
$2.65M
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.93K+ 11.05% |
$147K - $151K
|
29.4K
$1.5M
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
2.66K+ 6.75% |
$133K - $137K
|
42K
$2.14M
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.65K+ 1.83% |
$133K - $136K
|
147K
$7.5M
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.59K+ 4.47% |
$130K - $133K
|
60.4K
$3.08M
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.51K+ 24.17% |
$126K - $129K
|
12.9K
$655K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.49K+ 24.37% |
$125K - $128K
|
12.7K
$646K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.48K+ 30.28% |
$125K - $128K
|
10.7K
$544K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.47K+ 6.37% |
$124K - $127K
|
41.2K
$2.1M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.39K+ 16.27% |
$120K - $123K
|
17.1K
$870K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.35KNew |
$118K - $121K
|
2.35K
$119K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.31KNew |
$116K - $119K
|
2.31K
$118K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.22K+ 4.67% |
$111K - $114K
|
49.7K
$2.53M
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.16KNew |
$108K - $111K
|
2.16K
$110K
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.12K+ 38.1% |
$106K - $109K
|
7.68K
$391K
|
|
Apr 05, 2023
Q1 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.03K+ 4.31% |
$102K - $104K
|
49K
$2.49M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2K+ 1.3% |
$100K - $103K
|
156K
$7.94M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.99K+ 4.4% |
$99.7K - $102K
|
47.2K
$2.4M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.72K+ 3.49% |
$86.3K - $88.7K
|
51K
$2.59M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.61K+ 17.5% |
$80.8K - $83K
|
10.8K
$550K
|