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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.64K- 16.44% |
$82.4K - $84.5K
|
8.35K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.65K- 5.11% |
$83K - $85.1K
|
30.7K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.66K- 17.93% |
$83.2K - $85.4K
|
7.59K
$376K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.67K- 16.1% |
$83.9K - $86.1K
|
8.72K
$432K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.72K- 7.14% |
$86.4K - $88.6K
|
22.4K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.88K- 1.2% |
$94.1K - $96.5K
|
154K
$7.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.9K- 5.82% |
$95.2K - $97.7K
|
30.7K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.9K- 4.75% |
$95.4K - $97.9K
|
38.1K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.91K- 24.23% |
$96K - $98.4K
|
5.98K
$296K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.95K- 28.3% |
$97.7K - $100K
|
4.94K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.98K- 29.79% |
$99.2K - $102K
|
4.66K
$231K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2K- 3.21% |
$100K - $103K
|
60.2K
$2.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.05K- 4.01% |
$103K - $106K
|
49.1K
$2.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.14K- 19.23% |
$108K - $110K
|
9K
$446K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.19K- 10.03% |
$110K - $113K
|
19.7K
$974K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.19K- 6.51% |
$110K - $113K
|
31.5K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.38K- 21.88% |
$119K - $122K
|
8.49K
$421K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.4K- 7.21% |
$121K - $124K
|
30.9K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.6K- 15.73% |
$130K - $134K
|
13.9K
$691K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.64K- 5.11% |
$132K - $136K
|
49.1K
$2.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.66K- 3.16% |
$134K - $137K
|
81.7K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-2.7K- 14.29% |
$135K - $139K
|
16.2K
$802K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2.7K- 9.17% |
$136K - $139K
|
26.8K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.77K- 9.13% |
$139K - $143K
|
27.6K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.79K- 32.04% |
$140K - $144K
|
5.93K
$294K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
SELL
|
- |
-2.8K- 17.05% |
$141K - $144K
|
13.6K
$676K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.89K- 14.31% |
$145K - $149K
|
17.3K
$858K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.04K- 14.78% |
$152K - $156K
|
17.5K
$867K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.29K- 3.61% |
$165K - $169K
|
88K
$4.36M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.3K- 1.46% |
$166K - $170K
|
223K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.46K- 34.37% |
$174K - $178K
|
6.61K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.57K- 13.93% |
$179K - $184K
|
22.1K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.84K- 25.47% |
$193K - $198K
|
11.2K
$557K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-4.03K- 3.34% |
$202K - $207K
|
117K
$5.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.31K- 12.2% |
$216K - $222K
|
31K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-4.44K- 14.1% |
$223K - $228K
|
27K
$1.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.14K- 5.15% |
$258K - $264K
|
94.6K
$4.69M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-6.3K- 24.67% |
$316K - $324K
|
19.2K
$954K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-6.35K- 2.28% |
$318K - $327K
|
273K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.2K- 33.85% |
$361K - $371K
|
14.1K
$698K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.56K- 66.67% |
$429K - $440K
|
4.28K
$212K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.7K- 34.19% |
$436K - $448K
|
16.7K
$830K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.86K- 9.47% |
$445K - $456K
|
84.7K
$4.2M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9K- 27.31% |
$452K - $463K
|
24K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-9.53K- 9.91% |
$478K - $490K
|
86.6K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.2K- 14.27% |
$511K - $524K
|
61.3K
$3.04M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-10.2K- 9.62% |
$512K - $525K
|
95.9K
$4.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.2K- 2.35% |
$514K - $527K
|
426K
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-10.7K- 44.59% |
$535K - $548K
|
13.2K
$656K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10.8K- 1.67% |
$544K - $558K
|
639K
$31.7M
|