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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-60- 0.86% |
$3.06K - $3.1K
|
6.94K
$353K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-63- 0.95% |
$3.21K - $3.26K
|
6.58K
$335K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-124- 33.07% |
$6.32K - $6.42K
|
251
$12.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-128- 0.27% |
$6.53K - $6.62K
|
48.1K
$2.45M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-140- 0.66% |
$7.14K - $7.24K
|
21.2K
$1.08M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-167- 2.15% |
$8.52K - $8.64K
|
7.59K
$386K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-172- 2.23% |
$8.77K - $8.9K
|
7.53K
$383K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-183- 0.38% |
$9.33K - $9.47K
|
47.9K
$2.44M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-190- 1.02% |
$9.69K - $9.83K
|
18.5K
$942K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-232- 0.51% |
$11.8K - $12K
|
45.4K
$2.31M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-264- 8.01% |
$13.5K - $13.7K
|
3.03K
$154K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-271- 5.15% |
$13.8K - $14K
|
4.99K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-275- 3.25% |
$14K - $14.2K
|
8.19K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-295- 0.18% |
$15K - $15.3K
|
164K
$8.35M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-350- 3.77% |
$17.9K - $18.1K
|
8.94K
$455K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-373- 0.38% |
$19K - $19.3K
|
98.6K
$5.02M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-400- 2.36% |
$20.4K - $20.7K
|
16.5K
$842K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-460- 2.45% |
$23.5K - $23.8K
|
18.3K
$931K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-472- 3.74% |
$24.1K - $24.4K
|
12.1K
$618K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-492- 2.24% |
$25.1K - $25.5K
|
21.4K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-506- 2.02% |
$25.8K - $26.2K
|
24.5K
$1.25M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-550- 2.9% |
$28.1K - $28.5K
|
18.4K
$936K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-569- 10.8% |
$29K - $29.4K
|
4.7K
$239K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-575- 7.11% |
$29.3K - $29.8K
|
7.51K
$382K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-593- 5.29% |
$30.2K - $30.7K
|
10.6K
$540K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-613- 2.1% |
$31.3K - $31.7K
|
28.6K
$1.46M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-643- 2.04% |
$32.8K - $33.3K
|
30.9K
$1.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-646- 1.07% |
$32.9K - $33.4K
|
59.7K
$3.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-646- 1.58% |
$32.9K - $33.4K
|
40.1K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
SELL
|
- |
-652- 7.24% |
$33.3K - $33.7K
|
8.36K
$425K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-705- 4.19% |
$36K - $36.5K
|
16.1K
$821K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-798- 8.56% |
$40.7K - $41.3K
|
8.53K
$434K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-875- 1.11% |
$44.6K - $45.3K
|
78.3K
$3.98M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-899- 16.97% |
$45.8K - $46.5K
|
4.4K
$224K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-977- 37.94% |
$49.8K - $50.5K
|
1.6K
$81.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.05K- 1.61% |
$53.6K - $54.3K
|
64.3K
$3.27M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.05K- 34.81% |
$53.6K - $54.3K
|
1.97K
$100K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.08K- 8.89% |
$55.1K - $55.9K
|
11.1K
$563K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.21K- 11.72% |
$61.8K - $62.7K
|
9.13K
$465K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.23K- 21.99% |
$62.8K - $63.7K
|
4.37K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.24K- 2.66% |
$63.1K - $64.1K
|
45.3K
$2.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.24K- 3.09% |
$63.3K - $64.2K
|
38.9K
$1.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-1.28K- 11.36% |
$65.4K - $66.3K
|
10K
$509K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.32K- 16.2% |
$67.2K - $68.1K
|
6.81K
$347K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.35K- 7.54% |
$68.7K - $69.7K
|
16.5K
$841K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.4K- 2.63% |
$71.6K - $72.6K
|
52K
$2.64M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.42K- 8.35% |
$72.4K - $73.5K
|
15.6K
$793K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.56K- 13.29% |
$79.7K - $80.9K
|
10.2K
$519K
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.58K- 2.88% |
$80.6K - $81.7K
|
53.2K
$2.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.64K- 4.14% |
$83.5K - $84.7K
|
37.9K
$1.93M
|