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 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-80- 72.73% |
$4.01K - $4.12K
|
30
$1.49K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-82- 0.33% |
$4.11K - $4.22K
|
24.5K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-88- 0.99% |
$4.41K - $4.53K
|
8.83K
$438K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-90- 1.22% |
$4.52K - $4.63K
|
7.27K
$361K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-103- 0.4% |
$5.17K - $5.3K
|
25.7K
$1.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-108- 11.07% |
$5.42K - $5.56K
|
868
$43.1K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-109- 1.13% |
$5.47K - $5.61K
|
9.56K
$474K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-112- 2.33% |
$5.62K - $5.76K
|
4.69K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-130- 2.06% |
$6.52K - $6.69K
|
6.19K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-171- 2.14% |
$8.58K - $8.8K
|
7.83K
$389K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-187- 2.52% |
$9.38K - $9.62K
|
7.23K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-198- 2.36% |
$9.93K - $10.2K
|
8.19K
$406K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-207- 50.12% |
$10.4K - $10.7K
|
206
$10.2K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-243- 78.14% |
$12.2K - $12.5K
|
68
$3.38K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-263- 2.16% |
$13.2K - $13.5K
|
11.9K
$593K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-294- 1.42% |
$14.7K - $15.1K
|
20.4K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-302- 1.84% |
$15.2K - $15.5K
|
16.1K
$800K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-306- 2.42% |
$15.4K - $15.7K
|
12.3K
$611K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-327- 2.38% |
$16.4K - $16.8K
|
13.4K
$666K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-348- 2.18% |
$17.5K - $17.9K
|
15.6K
$776K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-369- 1.65% |
$18.5K - $19K
|
21.9K
$1.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-370- 4.81% |
$18.6K - $19K
|
7.32K
$363K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-405- 1.03% |
$20.3K - $20.8K
|
38.8K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-447- 30.28% |
$22.4K - $23K
|
1.03K
$51.1K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-474- 2.63% |
$23.8K - $24.4K
|
17.5K
$870K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-500- 0.51% |
$25.1K - $25.7K
|
96.9K
$4.81M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-548- 1.83% |
$27.5K - $28.2K
|
29.4K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-570- 0.49% |
$28.6K - $29.3K
|
115K
$5.73M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-592- 8.97% |
$29.7K - $30.5K
|
6.01K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-596- 7.88% |
$29.9K - $30.7K
|
6.96K
$346K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-625- 1.07% |
$31.4K - $32.2K
|
57.6K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-628- 1.31% |
$31.5K - $32.3K
|
47.3K
$2.35M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-633- 0.32% |
$31.8K - $32.6K
|
195K
$9.67M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-705- 4.4% |
$35.4K - $36.3K
|
15.3K
$760K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-733- 2.26% |
$36.8K - $37.7K
|
31.7K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-741- 34.94% |
$37.2K - $38.1K
|
1.38K
$68.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-859- 13.14% |
$43.1K - $44.2K
|
5.68K
$282K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-860- 6.09% |
$43.1K - $44.2K
|
13.3K
$658K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-882- 9.15% |
$44.2K - $45.4K
|
8.76K
$435K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-928- 9.78% |
$46.6K - $47.7K
|
8.56K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-977- 10.52% |
$49K - $50.3K
|
8.31K
$413K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-986- 2.4% |
$49.5K - $50.7K
|
40.1K
$1.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1K- 36.0% |
$50.2K - $51.5K
|
1.78K
$88.3K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.09K- 3.74% |
$54.8K - $56.2K
|
28.1K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.19K- 0.25% |
$59.6K - $61.1K
|
465K
$23.1M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.23K- 6.87% |
$61.8K - $63.4K
|
16.7K
$829K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.37K- 0.91% |
$68.7K - $70.5K
|
149K
$7.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.53K- 98.02% |
$76.9K - $78.8K
|
31
$1.54K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-1.55K- 9.42% |
$78K - $80K
|
14.9K
$742K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.59K- 27.45% |
$79.7K - $81.8K
|
4.2K
$208K
|