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 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10+ 0.05% |
$502 - $516
|
20.5K
$1.04M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
8+ 0.11% |
$402 - $413
|
7.54K
$383K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
4+ 0.04% |
$201 - $206
|
9.14K
$464K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.02% |
$100 - $103
|
12.2K
$618K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17- 6.23% |
$854 - $877
|
256
$13K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-29- 0.34% |
$1.46K - $1.5K
|
8.62K
$438K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-30Closed |
$1.51K - $1.55K
|
0
$0
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-41- 0.63% |
$2.06K - $2.12K
|
6.51K
$331K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-70- 1.68% |
$3.51K - $3.61K
|
4.11K
$209K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-75- 3.48% |
$3.77K - $3.87K
|
2.08K
$106K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-77- 0.26% |
$3.87K - $3.97K
|
29.6K
$1.51M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-100- 1.17% |
$5.02K - $5.16K
|
8.44K
$429K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-110- 1.1% |
$5.52K - $5.67K
|
9.85K
$501K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-135- 1.79% |
$6.78K - $6.96K
|
7.4K
$376K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-142- 25.04% |
$7.13K - $7.33K
|
425
$21.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-145- 1.39% |
$7.28K - $7.48K
|
10.3K
$524K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-168- 0.72% |
$8.44K - $8.67K
|
23.1K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-187- 1.84% |
$9.39K - $9.65K
|
9.95K
$506K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-210- 3.34% |
$10.5K - $10.8K
|
6.07K
$309K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-222- 2.58% |
$11.1K - $11.5K
|
8.38K
$426K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-264- 2.34% |
$13.3K - $13.6K
|
11K
$560K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-277- 3.68% |
$13.9K - $14.3K
|
7.25K
$368K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-290- 1.1% |
$14.6K - $15K
|
26K
$1.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-293- 6.16% |
$14.7K - $15.1K
|
4.46K
$227K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-303- 3.92% |
$15.2K - $15.6K
|
7.43K
$378K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-347- 3.21% |
$17.4K - $17.9K
|
10.5K
$532K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-352- 2.32% |
$17.7K - $18.2K
|
14.8K
$752K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-380- 5.67% |
$19.1K - $19.6K
|
6.32K
$321K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-396- 11.32% |
$19.9K - $20.4K
|
3.1K
$158K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-414- 0.87% |
$20.8K - $21.4K
|
47.4K
$2.41M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-420- 2.56% |
$21.1K - $21.7K
|
16K
$813K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-472- 1.14% |
$23.7K - $24.4K
|
40.9K
$2.08M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-487- 30.27% |
$24.5K - $25.1K
|
1.12K
$57K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-621- 1.64% |
$31.2K - $32K
|
37.3K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-643- 2.94% |
$32.3K - $33.2K
|
21.2K
$1.08M
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-823- 3.5% |
$41.3K - $42.5K
|
22.7K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-852- 2.04% |
$42.8K - $44K
|
40.8K
$2.08M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-890- 4.67% |
$44.7K - $45.9K
|
18.2K
$923K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-942- 2.01% |
$47.3K - $48.6K
|
45.9K
$2.33M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.12K- 99.91% |
$56.3K - $57.8K
|
1
$50.8
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.3K- 22.03% |
$65.3K - $67.1K
|
4.6K
$234K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.42K- 5.25% |
$71.2K - $73.2K
|
25.6K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.5K- 1.36% |
$75.5K - $77.6K
|
109K
$5.55M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.51K- 15.25% |
$75.7K - $77.7K
|
8.38K
$426K
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.53K- 3.56% |
$76.8K - $78.9K
|
41.4K
$2.11M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.55K- 6.38% |
$77.7K - $79.8K
|
22.7K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.6K- 5.33% |
$80.3K - $82.5K
|
28.4K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.67K- 11.33% |
$84K - $86.3K
|
13.1K
$665K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.78KClosed |
$89.3K - $91.7K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.85K- 3.17% |
$92.8K - $95.3K
|
56.4K
$2.87M
|