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 |
|---|---|---|---|---|---|---|---|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.3K+ 2.63% |
$66.5K - $67.4K
|
50.9K
$2.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.28K+ 4.03% |
$65.3K - $66.2K
|
33K
$1.68M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.24K+ 12.61% |
$63.4K - $64.4K
|
11.1K
$565K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.13K+ 19.79% |
$57.4K - $58.2K
|
6.81K
$347K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.1K+ 17.23% |
$56.1K - $56.9K
|
7.49K
$381K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.1K+ 3.39% |
$55.9K - $56.8K
|
33.4K
$1.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
970+ 10.05% |
$49.5K - $50.2K
|
10.6K
$541K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
963+ 11.95% |
$49.1K - $49.8K
|
9.02K
$459K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
929+ 12.17% |
$47.4K - $48.1K
|
8.56K
$436K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
862New |
$44K - $44.6K
|
862
$43.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
821+ 4.1% |
$41.9K - $42.5K
|
20.8K
$1.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
806+ 2.39% |
$41.1K - $41.7K
|
34.6K
$1.76M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
728+ 0.29% |
$37.1K - $37.7K
|
249K
$12.7M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
648+ 8.23% |
$33K - $33.5K
|
8.52K
$434K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
604+ 0.68% |
$30.8K - $31.3K
|
89.7K
$4.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
600+ 6.15% |
$30.6K - $31K
|
10.3K
$527K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
594+ 2.64% |
$30.3K - $30.7K
|
23.1K
$1.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
507+ 2.88% |
$25.9K - $26.2K
|
18.1K
$922K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
427+ 0.91% |
$21.8K - $22.1K
|
47.5K
$2.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
427+ 3.03% |
$21.8K - $22.1K
|
14.5K
$740K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
327+ 3.81% |
$16.7K - $16.9K
|
8.9K
$453K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
325+ 928.57% |
$16.6K - $16.8K
|
360
$18.3K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
312+ 21.31% |
$15.9K - $16.1K
|
1.78K
$90.4K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
275+ 0.75% |
$14K - $14.2K
|
36.7K
$1.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
247+ 5.12% |
$12.6K - $12.8K
|
5.08K
$258K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
190+ 0.61% |
$9.69K - $9.83K
|
31.3K
$1.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
167+ 1.05% |
$8.52K - $8.64K
|
16.1K
$818K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
111+ 3.98% |
$5.66K - $5.74K
|
2.9K
$147K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
58+ 0.3% |
$2.96K - $3K
|
19.1K
$972K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
55+ 0.94% |
$2.81K - $2.85K
|
5.89K
$300K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
51+ 0.16% |
$2.6K - $2.64K
|
31.1K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
49+ 0.14% |
$2.5K - $2.54K
|
35.8K
$1.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
43+ 1.04% |
$2.19K - $2.22K
|
4.17K
$212K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
41+ 0.53% |
$2.09K - $2.12K
|
7.83K
$399K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
37+ 0.75% |
$1.89K - $1.91K
|
4.94K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
27+ 1.06% |
$1.38K - $1.4K
|
2.58K
$131K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
27+ 0.44% |
$1.38K - $1.4K
|
6.16K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
26+ 0.54% |
$1.33K - $1.35K
|
4.88K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
24+ 0.08% |
$1.22K - $1.24K
|
29.2K
$1.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
11+ 0.32% |
$561 - $569
|
3.5K
$178K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10+ 0.13% |
$510 - $517
|
7.52K
$383K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
7+ 0.6% |
$357 - $362
|
1.17K
$59.6K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6+ 0.04% |
$306 - $310
|
16.1K
$820K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2+ 0.01% |
$102 - $103
|
20.4K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.02% |
$102 - $103
|
12K
$609K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1+ 0.01% |
$51 - $51.7
|
8.32K
$424K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16- 0.34% |
$816 - $828
|
4.68K
$238K
|
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-50- 1.13% |
$2.55K - $2.59K
|
4.39K
$223K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-60- 0.65% |
$3.06K - $3.1K
|
9.19K
$468K
|