Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25K- 5.93% |
$1.26M - $1.29M
|
396K
$19.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-28K- 12.64% |
$1.41M - $1.44M
|
193K
$9.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-28.9K- 13.23% |
$1.46M - $1.49M
|
190K
$9.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-29.3K- 66.42% |
$1.48M - $1.51M
|
14.8K
$735K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-30.2K- 43.5% |
$1.53M - $1.55M
|
39.3K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-47.1K- 25.75% |
$2.38M - $2.42M
|
136K
$6.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-47.4K- 4.93% |
$2.39M - $2.44M
|
914K
$45.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-56.8K- 52.96% |
$2.87M - $2.92M
|
50.5K
$2.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-59.9K- 13.71% |
$3.02M - $3.08M
|
377K
$18.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-79.1K- 31.53% |
$3.99M - $4.07M
|
172K
$8.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-108K- 4.41% |
$5.46M - $5.56M
|
2.35M
$116M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-280K- 8.91% |
$14.1M - $14.4M
|
2.86M
$142M
|