Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
6.64KNew |
$339K - $344K
|
6.64K
$338K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.63K+ 4.12% |
$338K - $343K
|
167K
$8.52M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.41K+ 13.32% |
$327K - $332K
|
54.5K
$2.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
6.3K+ 41.9% |
$322K - $326K
|
21.4K
$1.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.24K+ 23.67% |
$318K - $323K
|
32.6K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.1K+ 23.98% |
$311K - $316K
|
31.5K
$1.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
5.71K+ 75.43% |
$291K - $296K
|
13.3K
$676K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.6K+ 38.17% |
$286K - $290K
|
20.3K
$1.03M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.42K+ 5.7% |
$276K - $280K
|
101K
$5.11M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
5.1K+ 10.64% |
$260K - $264K
|
53K
$2.7M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.57KNew |
$233K - $237K
|
4.57K
$233K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.55K+ 8.74% |
$232K - $236K
|
56.6K
$2.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.41KNew |
$225K - $228K
|
4.41K
$225K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.37KNew |
$223K - $226K
|
4.37K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4.16K+ 2.92% |
$212K - $215K
|
146K
$7.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.09KNew |
$209K - $212K
|
4.09K
$208K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.04KNew |
$206K - $209K
|
4.04K
$206K
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
3.89K+ 6.63% |
$198K - $201K
|
62.6K
$3.19M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.73K+ 4.05% |
$190K - $193K
|
95.8K
$4.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.69K+ 7.36% |
$188K - $191K
|
53.8K
$2.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.58K+ 3.05% |
$183K - $185K
|
121K
$6.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.51KNew |
$179K - $181K
|
3.51K
$178K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.33K+ 16.19% |
$170K - $172K
|
23.9K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.26K+ 43.24% |
$166K - $169K
|
10.8K
$550K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.22K+ 5.58% |
$164K - $167K
|
60.9K
$3.1M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.13K+ 2.34% |
$159K - $162K
|
136K
$6.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.06K+ 17.49% |
$156K - $158K
|
20.6K
$1.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.9K+ 48.33% |
$148K - $150K
|
8.9K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.88K+ 13.97% |
$147K - $149K
|
23.5K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.83KNew |
$144K - $146K
|
2.83K
$144K
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.66K+ 20.27% |
$135K - $137K
|
15.8K
$802K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.64K+ 2.81% |
$134K - $136K
|
96.4K
$4.91M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.54KNew |
$130K - $132K
|
2.54K
$129K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.47K+ 28.95% |
$126K - $128K
|
11K
$560K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.46K+ 7.46% |
$125K - $127K
|
35.4K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.45K+ 12.92% |
$125K - $127K
|
21.4K
$1.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.38K+ 5.14% |
$122K - $123K
|
48.7K
$2.48M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2.28K+ 7.33% |
$116K - $118K
|
33.3K
$1.7M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.25K+ 9.47% |
$115K - $116K
|
26K
$1.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.2K+ 22.96% |
$112K - $114K
|
11.8K
$599K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.15K+ 6.7% |
$110K - $111K
|
34.2K
$1.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2K+ 5.08% |
$102K - $103K
|
41.3K
$2.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
1.94K+ 28.47% |
$98.9K - $100K
|
8.75K
$445K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.9K+ 0.87% |
$96.8K - $98.3K
|
221K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.83KNew |
$93.4K - $94.7K
|
1.83K
$93.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.6K+ 33.8% |
$81.6K - $82.8K
|
6.33K
$322K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.54K+ 7.08% |
$78.7K - $79.8K
|
23.4K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 14.94% |
$77.3K - $78.4K
|
11.7K
$593K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.45K+ 4.91% |
$73.7K - $74.8K
|
30.9K
$1.57M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.4K+ 40.15% |
$71.4K - $72.4K
|
4.89K
$249K
|