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 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.57K+ 1.31% |
$79K - $81.2K
|
122K
$6.21M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.56K+ 2.91% |
$78.2K - $80.3K
|
55.1K
$2.81M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.46K+ 15.31% |
$73.4K - $75.4K
|
11K
$560K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.45K+ 6.63% |
$72.7K - $74.7K
|
23.3K
$1.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.2K+ 12.36% |
$60.3K - $62K
|
10.9K
$556K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.12K+ 112100.0% |
$56.3K - $57.8K
|
1.12K
$57.1K
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.09K+ 24.42% |
$54.5K - $56K
|
5.53K
$282K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.02K+ 5.25% |
$51.4K - $52.8K
|
20.5K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
BUY
|
- |
900+ 7.69% |
$45.2K - $46.4K
|
12.6K
$641K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
873+ 4.9% |
$43.8K - $45K
|
18.7K
$950K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
862+ 3.28% |
$43.3K - $44.5K
|
27.2K
$1.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
754New |
$37.9K - $38.9K
|
754
$38.4K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
747+ 4.02% |
$37.5K - $38.5K
|
19.3K
$984K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
728+ 9.24% |
$36.6K - $37.6K
|
8.61K
$438K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
713+ 32.15% |
$35.8K - $36.8K
|
2.93K
$149K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
710+ 11.22% |
$35.6K - $36.6K
|
7.04K
$358K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
705+ 30.03% |
$35.4K - $36.4K
|
3.05K
$155K
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
645+ 1.3% |
$32.4K - $33.3K
|
50.1K
$2.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
615New |
$30.9K - $31.7K
|
615
$31.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
590+ 1.94% |
$29.6K - $30.4K
|
31K
$1.58M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
586+ 12.52% |
$29.4K - $30.2K
|
5.27K
$268K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
556New |
$27.9K - $28.7K
|
556
$28.3K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
472New |
$23.7K - $24.4K
|
472
$24K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
460+ 6.86% |
$23.1K - $23.7K
|
7.16K
$364K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
457+ 1.84% |
$22.9K - $23.6K
|
25.3K
$1.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
414New |
$20.8K - $21.4K
|
414
$21.1K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
400+ 3.32% |
$20.1K - $20.6K
|
12.4K
$633K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
390+ 1.66% |
$19.6K - $20.1K
|
23.9K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
386+ 0.97% |
$19.4K - $19.9K
|
40K
$2.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
377+ 2.14% |
$18.9K - $19.4K
|
18K
$916K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
362+ 4.44% |
$18.2K - $18.7K
|
8.51K
$433K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
358+ 2.29% |
$18K - $18.5K
|
16K
$815K
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
333+ 1.1% |
$16.7K - $17.2K
|
30.7K
$1.56M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
297+ 0.94% |
$14.9K - $15.3K
|
31.9K
$1.62M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
291+ 0.4% |
$14.6K - $15K
|
72.8K
$3.7M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
280+ 3.85% |
$14.1K - $14.4K
|
7.56K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
280+ 5.09% |
$14.1K - $14.4K
|
5.78K
$294K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
217+ 0.45% |
$10.9K - $11.2K
|
48.8K
$2.48M
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
202+ 0.44% |
$10.1K - $10.4K
|
45.7K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
202+ 1.47% |
$10.1K - $10.4K
|
14K
$712K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
$10K - $10.3K
|
200
$10.2K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
183+ 3.35% |
$9.19K - $9.44K
|
5.65K
$287K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
180New |
$9.04K - $9.29K
|
180
$9.16K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
129+ 0.7% |
$6.48K - $6.66K
|
18.4K
$938K
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
124+ 1.82% |
$6.23K - $6.4K
|
6.94K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
38+ 0.67% |
$1.91K - $1.96K
|
5.72K
$291K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
36+ 0.61% |
$1.81K - $1.86K
|
5.9K
$300K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
21+ 0.44% |
$1.05K - $1.08K
|
4.83K
$246K
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
17+ 0.12% |
$854 - $877
|
13.8K
$702K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11+ 0.24% |
$552 - $567
|
4.63K
$236K
|