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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.99K+ 0.61% |
$350K - $359K
|
1.16M
$57.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
6.88K+ 36.71% |
$345K - $354K
|
25.6K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
6.85K+ 25.75% |
$344K - $352K
|
33.5K
$1.66M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.45K+ 7.41% |
$324K - $332K
|
93.5K
$4.64M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
6.27K+ 17.01% |
$314K - $322K
|
43.1K
$2.14M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.59K+ 38.7% |
$281K - $288K
|
20K
$995K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.54K+ 19.03% |
$278K - $285K
|
34.7K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.53K+ 11.03% |
$278K - $285K
|
55.7K
$2.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
5.53K+ 13.15% |
$278K - $285K
|
47.6K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.17K+ 13.32% |
$259K - $266K
|
44K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
4.58KNew |
$230K - $236K
|
4.58K
$227K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.54KNew |
$228K - $233K
|
4.54K
$225K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.37KNew |
$219K - $225K
|
4.37K
$217K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.27K+ 58.9% |
$214K - $220K
|
11.5K
$572K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.14KNew |
$208K - $213K
|
4.14K
$205K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
4.12K+ 7.82% |
$206K - $212K
|
56.7K
$2.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4KNew |
$201K - $206K
|
4K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.9KNew |
$196K - $201K
|
3.9K
$194K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.83K+ 49.82% |
$192K - $197K
|
11.5K
$572K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.77K+ 5.21% |
$189K - $194K
|
76K
$3.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.46K+ 22.79% |
$174K - $178K
|
18.7K
$926K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.18K+ 5.13% |
$160K - $164K
|
65.3K
$3.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.93K+ 8.18% |
$147K - $150K
|
38.7K
$1.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.38K+ 119000.0% |
$119K - $122K
|
2.38K
$118K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.36K+ 9.21% |
$118K - $121K
|
28K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.33K+ 2.73% |
$117K - $120K
|
87.8K
$4.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.23KNew |
$112K - $115K
|
2.23K
$111K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.12K+ 3.03% |
$106K - $109K
|
72K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.04K+ 5.27% |
$102K - $105K
|
40.8K
$2.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2K+ 10.53% |
$100K - $103K
|
21K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.98K+ 14.23% |
$99.2K - $102K
|
15.9K
$788K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.91K+ 2.73% |
$95.7K - $98.1K
|
71.7K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.9K+ 18.02% |
$95.3K - $97.8K
|
12.4K
$618K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.79K+ 3.42% |
$89.6K - $91.8K
|
54K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.77K+ 7.91% |
$88.9K - $91.2K
|
24.2K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.66K+ 6.43% |
$83.1K - $85.2K
|
27.4K
$1.36M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.59K+ 9.05% |
$79.9K - $82K
|
19.2K
$953K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.53K+ 4941.94% |
$76.9K - $78.8K
|
1.56K
$77.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
1.53K+ 18.75% |
$76.7K - $78.6K
|
9.68K
$480K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.49K+ 3.63% |
$74.9K - $76.8K
|
42.7K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.49K+ 0.77% |
$74.5K - $76.4K
|
193K
$9.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.29KNew |
$64.7K - $66.4K
|
1.29K
$64K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.22K+ 9.47% |
$61.4K - $63K
|
14.1K
$702K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 28.58% |
$58.1K - $59.6K
|
5.21K
$259K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.15KNew |
$57.8K - $59.3K
|
1.15K
$57.2K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 1.48% |
$55K - $56.4K
|
75K
$3.72M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.06K+ 1.21% |
$53.2K - $54.5K
|
89K
$4.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1K+ 15.63% |
$50.2K - $51.5K
|
7.4K
$367K
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
982+ 1.84% |
$49.3K - $50.5K
|
54.2K
$2.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
977+ 0.77% |
$49K - $50.3K
|
128K
$6.37M
|