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 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 10.95% |
$85.5K - $86.7K
|
13.6K
$694K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.68K- 19.4% |
$85.7K - $87K
|
6.98K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.71K- 17.36% |
$87.1K - $88.4K
|
8.13K
$414K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.72K- 5.07% |
$87.6K - $88.8K
|
32.1K
$1.63M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.87K- 1.7% |
$95.3K - $96.7K
|
108K
$5.5M
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-1.96K- 3.79% |
$99.7K - $101K
|
49.7K
$2.53M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.97K- 8.99% |
$101K - $102K
|
20K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.02K- 3.81% |
$103K - $104K
|
50.9K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.05K- 29.5% |
$104K - $106K
|
4.89K
$249K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.06K- 5.21% |
$105K - $107K
|
37.5K
$1.91M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.09K- 5.89% |
$107K - $108K
|
33.5K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.24K- 13.1% |
$114K - $116K
|
14.9K
$756K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-2.26K- 12.81% |
$115K - $117K
|
15.4K
$782K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-2.33K- 1.13% |
$119K - $121K
|
204K
$10.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.36K- 1.21% |
$121K - $122K
|
192K
$9.79M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.55K- 1.22% |
$130K - $132K
|
206K
$10.5M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.78K- 5.33% |
$142K - $144K
|
49.4K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.22K- 3.29% |
$164K - $167K
|
94.7K
$4.82M
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
SELL
|
- |
-3.87K- 19.44% |
$198K - $200K
|
16.1K
$817K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.12K- 9.28% |
$210K - $213K
|
40.3K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.57K- 51.44% |
$233K - $236K
|
4.31K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.09K- 1.99% |
$260K - $264K
|
251K
$12.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-5.75K- 12.22% |
$293K - $298K
|
41.3K
$2.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.79K- 12.61% |
$295K - $300K
|
40.1K
$2.04M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-5.8K- 13.73% |
$296K - $300K
|
36.4K
$1.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-6.61K- 15.68% |
$337K - $342K
|
35.6K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-7.37K- 49.74% |
$376K - $381K
|
7.44K
$379K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.75K- 19.1% |
$395K - $401K
|
32.8K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-7.92K- 9.77% |
$404K - $410K
|
73.2K
$3.72M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.72K- 1.49% |
$445K - $451K
|
576K
$29.3M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.88K- 15.97% |
$453K - $459K
|
46.7K
$2.38M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.02K- 30.02% |
$460K - $467K
|
21K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-10.4K- 6.39% |
$533K - $541K
|
153K
$7.79M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.5K- 67.47% |
$534K - $542K
|
5.05K
$257K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-10.6K- 9.45% |
$543K - $551K
|
102K
$5.19M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-10.9K- 78.36% |
$554K - $562K
|
3K
$153K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-11K- 72.02% |
$563K - $571K
|
4.29K
$218K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-11.8K- 14.55% |
$604K - $612K
|
69.5K
$3.54M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.8K- 57.12% |
$754K - $765K
|
11.1K
$565K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.9K- 4.01% |
$863K - $875K
|
404K
$20.6M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.1K- 47.87% |
$870K - $883K
|
18.6K
$945K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-20.8K- 49.86% |
$1.06M - $1.08M
|
20.9K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.9K- 6.05% |
$1.17M - $1.18M
|
356K
$18.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-27K- 6.09% |
$1.38M - $1.4M
|
417K
$21.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-34.3K- 47.13% |
$1.75M - $1.78M
|
38.5K
$1.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-37K- 45.64% |
$1.89M - $1.92M
|
44.1K
$2.24M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-40K- 90.38% |
$2.04M - $2.07M
|
4.26K
$217K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-46.1K- 13.68% |
$2.35M - $2.39M
|
291K
$14.8M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-48.7K- 7.8% |
$2.48M - $2.52M
|
576K
$29.3M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-49K- 50.12% |
$2.5M - $2.54M
|
48.8K
$2.48M
|