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 |
---|---|---|---|---|---|---|---|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
660+ 0.22% |
$32.9K - $34K
|
295K
$15M
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
541+ 4.92% |
$27K - $27.8K
|
11.5K
$588K
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
484+ 3.51% |
$24.1K - $24.9K
|
14.3K
$726K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
445+ 6.21% |
$22.2K - $22.9K
|
7.61K
$387K
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
433+ 7.49% |
$21.6K - $22.3K
|
6.21K
$316K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
421+ 58.96% |
$21K - $21.7K
|
1.14K
$57.8K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
400+ 10.13% |
$19.9K - $20.6K
|
4.35K
$221K
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
396+ 1.34% |
$19.7K - $20.4K
|
30K
$1.53M
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
389+ 0.85% |
$19.4K - $20K
|
46.1K
$2.35M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
337+ 7.27% |
$16.8K - $17.3K
|
4.97K
$253K
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
302+ 0.67% |
$15.1K - $15.5K
|
45.3K
$2.31M
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
240+ 1.83% |
$12K - $12.3K
|
13.3K
$678K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
118+ 2.24% |
$5.88K - $6.07K
|
5.38K
$274K
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
106+ 1.41% |
$5.29K - $5.45K
|
7.64K
$389K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
90New |
$4.49K - $4.63K
|
90
$4.58K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
86+ 0.42% |
$4.29K - $4.42K
|
20.6K
$1.05M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
83+ 0.75% |
$4.14K - $4.27K
|
11.1K
$565K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
77New |
$3.84K - $3.96K
|
77
$3.92K
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
62+ 0.17% |
$3.09K - $3.19K
|
36.6K
$1.86M
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
56+ 0.11% |
$2.79K - $2.88K
|
53K
$2.7M
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
40+ 0.7% |
$1.99K - $2.06K
|
5.76K
$293K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
38+ 1.53% |
$1.89K - $1.95K
|
2.52K
$128K
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
32+ 0.78% |
$1.6K - $1.65K
|
4.14K
$211K
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
29+ 0.37% |
$1.45K - $1.49K
|
7.79K
$396K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25+ 0.08% |
$1.25K - $1.29K
|
31K
$1.58M
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.28% |
$897 - $926
|
6.53K
$332K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16New |
$798 - $823
|
16
$814
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
10+ 0.04% |
$499 - $514
|
23.9K
$1.22M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$199 - $206
|
4
$204
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.02% |
$99.7 - $103
|
12.2K
$619K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.01% |
$99.7 - $103
|
27.4K
$1.39M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$49.9 - $51.4
|
1
$50.9
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-35- 0.41% |
$1.75K - $1.8K
|
8.58K
$436K
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-50- 0.42% |
$2.49K - $2.57K
|
11.8K
$600K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-51- 0.84% |
$2.54K - $2.62K
|
6.02K
$306K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-104- 0.64% |
$5.19K - $5.35K
|
16.2K
$824K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-115- 2.34% |
$5.73K - $5.92K
|
4.81K
$245K
|
|
Jul 13, 2023
Q2 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-120- 2.25% |
$5.98K - $6.17K
|
5.21K
$265K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-157- 0.73% |
$7.83K - $8.08K
|
21.4K
$1.09M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-167- 0.81% |
$8.33K - $8.59K
|
20.4K
$1.04M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-170- 1.62% |
$8.48K - $8.74K
|
10.3K
$524K
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-173- 1.09% |
$8.63K - $8.9K
|
15.7K
$800K
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-180- 2.21% |
$8.97K - $9.26K
|
7.96K
$405K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-196- 2.15% |
$9.77K - $10.1K
|
8.94K
$455K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-205- 0.12% |
$10.2K - $10.5K
|
168K
$8.53M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-213- 0.99% |
$10.6K - $11K
|
21.2K
$1.08M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-218- 1.06% |
$10.9K - $11.2K
|
20.3K
$1.03M
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-236- 4.27% |
$11.8K - $12.1K
|
5.3K
$270K
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-242- 0.29% |
$12.1K - $12.4K
|
84.4K
$4.29M
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-289- 4.11% |
$14.4K - $14.9K
|
6.75K
$343K
|