Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
382K+ 7884.85% |
$19.2M - $19.7M
|
387K
$19.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
279K+ 11.62% |
$14M - $14.4M
|
2.68M
$133M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
224K+ 82.53% |
$11.2M - $11.5M
|
495K
$24.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
183K+ 2668.07% |
$9.17M - $9.4M
|
190K
$9.41M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
143K+ 45.59% |
$7.16M - $7.34M
|
456K
$22.6M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
133K+ 59.33% |
$6.66M - $6.83M
|
356K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
122K+ 7.07% |
$6.14M - $6.3M
|
1.85M
$92M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
118K+ 104.38% |
$5.94M - $6.09M
|
232K
$11.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78K+ 3.71% |
$3.91M - $4.01M
|
2.18M
$108M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
75.1K+ 24.3% |
$3.77M - $3.87M
|
384K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
54.9KNew |
$2.76M - $2.83M
|
54.9K
$2.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
51.7KNew |
$2.59M - $2.66M
|
51.7K
$2.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
43.8K+ 15.41% |
$2.2M - $2.25M
|
328K
$16.3M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
42.9KNew |
$2.15M - $2.21M
|
42.9K
$2.13M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
41.2K+ 14.91% |
$2.06M - $2.12M
|
317K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
39.4K+ 320.33% |
$1.98M - $2.03M
|
51.7K
$2.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
37.9K+ 54.36% |
$1.9M - $1.95M
|
108K
$5.35M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
25.9K+ 1.51% |
$1.3M - $1.33M
|
1.75M
$86.7M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23.5K+ 22.22% |
$1.18M - $1.21M
|
129K
$6.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.9K+ 7.28% |
$1.1M - $1.13M
|
323K
$16M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
20.6K+ 17.13% |
$1.03M - $1.06M
|
141K
$6.99M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
20K+ 29.75% |
$1M - $1.03M
|
87K
$4.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
19.7K+ 3.13% |
$988K - $1.01M
|
650K
$32.2M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
19.5K+ 55.66% |
$980K - $1.01M
|
54.6K
$2.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
18.6KNew |
$933K - $956K
|
18.6K
$923K
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
18.1K+ 42.8% |
$908K - $931K
|
60.4K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.4KNew |
$873K - $895K
|
17.4K
$863K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.2KNew |
$862K - $884K
|
17.2K
$853K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.7K+ 2.76% |
$837K - $858K
|
622K
$30.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
15KNew |
$753K - $772K
|
15K
$745K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.9K+ 148.62% |
$748K - $767K
|
24.9K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.7K+ 4.44% |
$687K - $705K
|
322K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.5K+ 7.81% |
$677K - $694K
|
186K
$9.24M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
12.8K+ 6.46% |
$641K - $657K
|
211K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
12.7KNew |
$637K - $653K
|
12.7K
$630K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12.7K+ 14.79% |
$636K - $652K
|
98.4K
$4.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
11.8KNew |
$591K - $606K
|
11.8K
$584K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.7K+ 11.31% |
$588K - $604K
|
115K
$5.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
11.7K+ 17.69% |
$586K - $601K
|
77.7K
$3.86M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
10.7KNew |
$536K - $550K
|
10.7K
$530K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
10.6K+ 97.2% |
$530K - $543K
|
21.4K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.5KNew |
$527K - $540K
|
10.5K
$521K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.88K+ 18.21% |
$446K - $457K
|
57.6K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.53K+ 1.4% |
$428K - $439K
|
620K
$30.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.44K+ 2.43% |
$423K - $434K
|
355K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.11KNew |
$407K - $417K
|
8.11K
$402K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
8.02KNew |
$402K - $412K
|
8.02K
$398K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.57K+ 143.49% |
$380K - $389K
|
12.8K
$637K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.39K+ 9.47% |
$371K - $380K
|
85.4K
$4.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
7.37K+ 2.3% |
$370K - $379K
|
327K
$16.2M
|