Purchases and Sales Made in Q2 2023 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 2023. 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 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.98K+ 0.78% |
$248K - $256K
|
643K
$32.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.75K+ 11.86% |
$237K - $244K
|
44.8K
$2.28M
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
4.62K+ 94.6% |
$230K - $238K
|
9.51K
$484K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.54K+ 15.44% |
$226K - $234K
|
34K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.43K+ 11.12% |
$221K - $228K
|
44.3K
$2.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.33K+ 14.12% |
$216K - $223K
|
35K
$1.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
4.16K+ 32.85% |
$207K - $214K
|
16.8K
$856K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4.13K+ 7.48% |
$206K - $212K
|
59.2K
$3.02M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4.13K+ 7.48% |
$206K - $212K
|
59.2K
$3.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.09K+ 53.21% |
$204K - $210K
|
11.8K
$599K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.01KNew |
$200K - $206K
|
4.01K
$204K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4KNew |
$199K - $206K
|
4K
$204K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.92K+ 31.08% |
$196K - $202K
|
16.5K
$842K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.92K+ 46.49% |
$196K - $202K
|
12.4K
$629K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.82K+ 1.28% |
$190K - $196K
|
302K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.49KNew |
$174K - $179K
|
3.49K
$177K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.14K+ 6.27% |
$157K - $162K
|
53.2K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.13K+ 5.35% |
$156K - $161K
|
61.8K
$3.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.98K+ 5.25% |
$148K - $153K
|
59.7K
$3.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.73K+ 11.75% |
$136K - $141K
|
26K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.68K+ 14.82% |
$134K - $138K
|
20.8K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.43K+ 1.19% |
$121K - $125K
|
206K
$10.5M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.36K+ 10.38% |
$117K - $121K
|
25.1K
$1.28M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.32K+ 4.93% |
$116K - $120K
|
49.5K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.32K+ 2.12% |
$116K - $119K
|
111K
$5.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.24K+ 0.95% |
$111K - $115K
|
237K
$12M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.19K+ 1.72% |
$109K - $113K
|
130K
$6.59M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.16K+ 13.5% |
$108K - $111K
|
18.2K
$925K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.84K+ 2.37% |
$91.7K - $94.6K
|
79.5K
$4.04M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.83K+ 7.23% |
$91.4K - $94.3K
|
27.2K
$1.38M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.74KNew |
$86.8K - $89.5K
|
1.74K
$88.5K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.7K+ 0.76% |
$84.9K - $87.6K
|
225K
$11.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.67K+ 14.05% |
$83.2K - $85.9K
|
13.5K
$689K
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.48K+ 21.36% |
$73.9K - $76.3K
|
8.43K
$429K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.46KNew |
$72.7K - $75.1K
|
1.46K
$74.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.45K+ 2.57% |
$72.3K - $74.6K
|
57.8K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.41K+ 22.91% |
$70.1K - $72.3K
|
7.54K
$384K
|
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.36K+ 2.78% |
$68K - $70.2K
|
50.4K
$2.56M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.2K+ 1.88% |
$59.8K - $61.7K
|
65.2K
$3.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.19K+ 13.78% |
$59.2K - $61.1K
|
9.81K
$499K
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
BUY
|
- |
1.17K+ 2.77% |
$58.1K - $59.9K
|
43.2K
$2.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.15KNew |
$57.4K - $59.3K
|
1.15K
$58.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
1.13K+ 1.16% |
$56.1K - $57.9K
|
98K
$4.99M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.09K+ 10.02% |
$54.5K - $56.3K
|
12K
$611K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.07K+ 6.28% |
$53.5K - $55.2K
|
18.2K
$924K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
975+ 12.69% |
$48.6K - $50.2K
|
8.66K
$441K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
948+ 3.94% |
$47.3K - $48.8K
|
25K
$1.27M
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
811+ 0.66% |
$40.4K - $41.7K
|
123K
$6.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
807New |
$40.2K - $41.5K
|
807
$41.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
795New |
$39.6K - $40.9K
|
795
$40.5K
|