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 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.5K- 13.95% |
$578K - $593K
|
71.1K
$3.53M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.1K- 9.09% |
$657K - $674K
|
131K
$6.51M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.9K- 6.29% |
$699K - $716K
|
208K
$10.3M
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-14.1K- 24.58% |
$706K - $724K
|
43.2K
$2.14M
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-14.1K- 32.98% |
$708K - $726K
|
28.7K
$1.42M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15.2K- 33.1% |
$762K - $781K
|
30.7K
$1.52M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18K- 22.8% |
$903K - $926K
|
61K
$3.03M
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-18K- 7.88% |
$906K - $929K
|
211K
$10.5M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-20.7K- 21.51% |
$1.04M - $1.06M
|
75.5K
$3.75M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-21.8K- 75.9% |
$1.09M - $1.12M
|
6.92K
$343K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.1K- 5.19% |
$1.11M - $1.14M
|
404K
$20M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22.4K- 52.37% |
$1.12M - $1.15M
|
20.4K
$1.01M
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-23.5K- 35.99% |
$1.18M - $1.21M
|
41.8K
$2.08M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.7K- 14.83% |
$1.44M - $1.48M
|
165K
$8.19M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-31.4K- 72.72% |
$1.57M - $1.61M
|
11.8K
$584K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-53.9K- 50.0% |
$2.7M - $2.77M
|
53.9K
$2.67M
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-54.3K- 52.1% |
$2.72M - $2.79M
|
49.9K
$2.48M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-59K- 18.85% |
$2.96M - $3.03M
|
254K
$12.6M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-155K- 88.19% |
$7.79M - $7.99M
|
20.8K
$1.03M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-161K- 5.12% |
$8.06M - $8.26M
|
2.98M
$148M
|