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 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.01K- 20.55% |
$101K - $104K
|
7.76K
$395K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.5K- 6.4% |
$125K - $129K
|
36.5K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.77K- 20.91% |
$139K - $143K
|
10.5K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.9K- 65.88% |
$145K - $149K
|
1.5K
$76.3K
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
SELL
|
- |
-3.15K- 6.69% |
$158K - $163K
|
44K
$2.24M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.19K- 10.94% |
$160K - $164K
|
25.9K
$1.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-3.28K- 38.07% |
$165K - $169K
|
5.33K
$271K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.3K- 2.39% |
$165K - $170K
|
135K
$6.85M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.35K- 15.69% |
$168K - $173K
|
18K
$917K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.51K- 22.03% |
$176K - $181K
|
12.4K
$631K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.05K- 11.62% |
$203K - $209K
|
30.8K
$1.57M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-4.19K- 23.66% |
$210K - $216K
|
13.5K
$688K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.84K- 25.98% |
$243K - $250K
|
13.8K
$702K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5K- 15.95% |
$251K - $258K
|
26.4K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.88K- 22.61% |
$295K - $303K
|
20.1K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.25K- 14.46% |
$314K - $323K
|
37K
$1.88M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.26K- 33.14% |
$314K - $323K
|
12.6K
$642K
|
|
|
Apr 11, 2023
Q1 2023
|
Tl Private Wealth
|
SELL
|
- |
-6.35K- 15.76% |
$319K - $328K
|
33.9K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.7K- 2.15% |
$336K - $346K
|
304K
$15.5M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-7.5K- 62.5% |
$377K - $387K
|
4.5K
$229K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-7.73K- 19.88% |
$388K - $399K
|
31.2K
$1.59M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-7.86K- 9.09% |
$395K - $405K
|
78.6K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8K- 13.77% |
$402K - $413K
|
50.1K
$2.55M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-8.23K- 8.91% |
$413K - $425K
|
84.2K
$4.28M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.74K- 28.95% |
$439K - $451K
|
21.4K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9.4K- 53.88% |
$472K - $485K
|
8.05K
$409K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-10.1K- 3.31% |
$506K - $520K
|
295K
$15M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-11.2K- 3.05% |
$564K - $579K
|
357K
$18.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12.2K- 3.29% |
$610K - $627K
|
357K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.1K- 18.22% |
$656K - $674K
|
58.6K
$2.98M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-13.7K- 5.67% |
$686K - $705K
|
227K
$11.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13.7K- 23.33% |
$687K - $706K
|
45K
$2.29M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-14K- 5.52% |
$705K - $724K
|
240K
$12.2M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-14.9K- 91.66% |
$749K - $769K
|
1.36K
$69.1K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19.7K- 7.88% |
$991K - $1.02M
|
231K
$11.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20K- 30.88% |
$1M - $1.03M
|
44.7K
$2.27M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-20.3K- 52.85% |
$1.02M - $1.05M
|
18.1K
$921K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-24.5K- 30.8% |
$1.23M - $1.27M
|
55.1K
$2.81M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-26.4K- 56.22% |
$1.32M - $1.36M
|
20.5K
$1.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-28.5K- 2.89% |
$1.43M - $1.47M
|
957K
$48.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-30.3K- 38.64% |
$1.52M - $1.56M
|
48K
$2.45M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-31.4K- 61.9% |
$1.57M - $1.62M
|
19.3K
$982K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-42K- 67.17% |
$2.11M - $2.17M
|
20.6K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-54.2K- 21.0% |
$2.72M - $2.79M
|
204K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-62.3K- 2.85% |
$3.13M - $3.21M
|
2.13M
$108M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-66.1K- 92.03% |
$3.32M - $3.41M
|
5.73K
$292K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-67.2K- 34.55% |
$3.38M - $3.47M
|
127K
$6.48M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-68.5K- 32.77% |
$3.44M - $3.53M
|
140K
$7.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-90.1K- 80.43% |
$4.53M - $4.65M
|
21.9K
$1.12M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-107K- 54.68% |
$5.35M - $5.49M
|
88.3K
$4.49M
|