Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.55K- 11.3% |
$77.5K - $82.2K
|
12.1K
$618K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.56K- 2.01% |
$78.1K - $82.7K
|
75.9K
$3.86M
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.57K- 11.29% |
$78.6K - $83.3K
|
12.3K
$627K
|
|
|
Aug 05, 2022
Q2 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.79K- 3.66% |
$89.4K - $94.8K
|
46.9K
$2.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.81K- 15.8% |
$90.5K - $96K
|
9.63K
$490K
|
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.83K- 2.62% |
$91.7K - $97.2K
|
68.1K
$3.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.88K- 13.01% |
$94.2K - $99.9K
|
12.6K
$640K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.89K- 10.48% |
$94.8K - $101K
|
16.2K
$823K
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.97K- 1.54% |
$98.7K - $105K
|
126K
$6.43M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.98K- 32.08% |
$99.2K - $105K
|
4.19K
$213K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.98K- 10.08% |
$99.4K - $105K
|
17.7K
$901K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.14KClosed |
$107K - $114K
|
0
$0
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.23K- 8.22% |
$112K - $118K
|
24.9K
$1.27M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.25K- 13.71% |
$113K - $120K
|
14.2K
$721K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.57K- 24.2% |
$129K - $137K
|
8.06K
$410K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.61K- 14.33% |
$131K - $138K
|
15.6K
$792K
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.64K- 2.74% |
$132K - $140K
|
93.5K
$4.76M
|
|
|
Jul 25, 2022
Q2 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-3K- 10.27% |
$150K - $159K
|
26.2K
$1.33M
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.13K- 36.57% |
$157K - $166K
|
5.43K
$276K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.21K- 93.15% |
$161K - $170K
|
236
$12K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.33KClosed |
$167K - $177K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-3.5K- 26.77% |
$175K - $186K
|
9.57K
$487K
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-3.62K- 7.16% |
$181K - $192K
|
47K
$2.39M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.96K- 96.78% |
$199K - $211K
|
132
$6.72K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.99K- 11.71% |
$200K - $212K
|
30.1K
$1.53M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.05K- 5.35% |
$203K - $215K
|
71.7K
$3.65M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.08KClosed |
$204K - $217K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.12KClosed |
$206K - $219K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.17K- 41.35% |
$209K - $221K
|
5.91K
$301K
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-4.24K- 13.01% |
$212K - $225K
|
28.3K
$1.44M
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-4.26K- 20.25% |
$214K - $226K
|
16.8K
$854K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-4.46K- 50.28% |
$224K - $237K
|
4.41K
$225K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.51K- 36.52% |
$226K - $239K
|
7.84K
$399K
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
SELL
|
- |
-4.55K- 42.73% |
$228K - $242K
|
6.1K
$310K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-4.67K- 26.87% |
$234K - $248K
|
12.7K
$646K
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-4.82K- 19.49% |
$242K - $256K
|
19.9K
$1.01M
|
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.85KClosed |
$243K - $257K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.85K- 26.13% |
$243K - $258K
|
13.7K
$697K
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-4.96K- 2.49% |
$248K - $263K
|
194K
$9.88M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.02K- 31.97% |
$252K - $267K
|
10.7K
$544K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.04K- 55.21% |
$253K - $268K
|
4.09K
$208K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-5.13K- 39.69% |
$257K - $272K
|
7.79K
$396K
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-5.14KClosed |
$258K - $273K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-5.27K- 17.21% |
$264K - $280K
|
25.4K
$1.29M
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.32K- 99.11% |
$266K - $282K
|
48
$2.44K
|
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.34KClosed |
$267K - $283K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-5.42KClosed |
$272K - $288K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.48K- 26.21% |
$275K - $291K
|
15.4K
$785K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.93K- 23.98% |
$297K - $315K
|
18.8K
$957K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.48K- 3.12% |
$324K - $344K
|
201K
$10.2M
|