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 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.7K- 4.34% |
$135K - $139K
|
59.6K
$3.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-2.78K- 2.59% |
$139K - $143K
|
105K
$5.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.21K- 7.79% |
$160K - $165K
|
38K
$1.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.33K- 6.92% |
$166K - $171K
|
44.7K
$2.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-3.38K- 6.75% |
$169K - $174K
|
46.7K
$2.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.03K- 10.88% |
$201K - $207K
|
33K
$1.68M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.18K- 23.86% |
$208K - $215K
|
13.3K
$678K
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-4.4K- 10.61% |
$219K - $226K
|
37K
$1.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.42K- 2.61% |
$220K - $227K
|
165K
$8.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.94K- 0.27% |
$246K - $254K
|
1.8M
$91.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.21K- 48.77% |
$260K - $268K
|
5.47K
$279K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.36K- 14.36% |
$267K - $276K
|
32K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-5.9K- 26.89% |
$294K - $303K
|
16K
$816K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.91K- 6.38% |
$295K - $304K
|
86.7K
$4.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6K- 29.82% |
$299K - $309K
|
14.1K
$719K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.08K- 1.82% |
$303K - $313K
|
328K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.24K- 2.89% |
$311K - $321K
|
209K
$10.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-6.7K- 11.08% |
$334K - $344K
|
53.7K
$2.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.08K- 13.9% |
$353K - $364K
|
43.9K
$2.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-7.1K- 9.03% |
$354K - $365K
|
71.5K
$3.64M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.4K- 62.69% |
$419K - $432K
|
5K
$254K
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-9.12K- 22.3% |
$455K - $469K
|
31.8K
$1.62M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-9.21K- 10.54% |
$459K - $474K
|
78.2K
$3.98M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-9.21K- 10.54% |
$459K - $474K
|
78.2K
$3.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.35K- 1.24% |
$466K - $481K
|
744K
$37.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.9K- 51.28% |
$494K - $509K
|
9.4K
$479K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.9K- 1.81% |
$541K - $558K
|
588K
$29.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.2K- 2.79% |
$560K - $578K
|
392K
$20M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12K- 26.92% |
$599K - $618K
|
32.6K
$1.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-12.6K- 15.0% |
$630K - $650K
|
71.6K
$3.64M
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
SELL
|
- |
-13K- 38.17% |
$646K - $666K
|
21K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.6K- 0.66% |
$678K - $700K
|
2.06M
$105M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.9K- 5.91% |
$794K - $819K
|
254K
$12.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-17.4K- 27.58% |
$869K - $897K
|
45.8K
$2.33M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-18K- 36.85% |
$896K - $925K
|
30.8K
$1.57M
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-18KClosed |
$900K - $928K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-21.5K- 25.08% |
$1.07M - $1.11M
|
64.3K
$3.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-25.1K- 2.62% |
$1.25M - $1.29M
|
932K
$47.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-32.6K- 96.5% |
$1.63M - $1.68M
|
1.18K
$60.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-37K- 10.37% |
$1.85M - $1.91M
|
320K
$16.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-38.4K- 5.57% |
$1.91M - $1.97M
|
650K
$33.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-49.3K- 13.82% |
$2.46M - $2.54M
|
308K
$15.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-104K- 77.09% |
$5.17M - $5.34M
|
30.8K
$1.57M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-112K- 58.71% |
$5.58M - $5.76M
|
78.7K
$4M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-118K- 50.71% |
$5.9M - $6.08M
|
115K
$5.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-192K- 63.15% |
$9.58M - $9.89M
|
112K
$5.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-317K- 31.54% |
$15.8M - $16.3M
|
689K
$35M
|