Purchases and Sales Made in Q2 2025 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 2025. 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 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
117+ 0.09% |
$5.75K - $5.96K
|
129K
$6.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
111+ 0.7% |
$5.45K - $5.65K
|
16K
$817K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
110+ 0.49% |
$5.4K - $5.6K
|
22.8K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
104+ 0.42% |
$5.11K - $5.3K
|
25K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
92New |
$4.52K - $4.69K
|
92
$4.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
89+ 0.86% |
$4.37K - $4.53K
|
10.5K
$536K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
85+ 0.96% |
$4.18K - $4.33K
|
8.91K
$455K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
84+ 0.62% |
$4.13K - $4.28K
|
13.7K
$701K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
80+ 0.75% |
$3.93K - $4.07K
|
10.8K
$550K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
69+ 0.29% |
$3.39K - $3.51K
|
23.6K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
66New |
$3.24K - $3.36K
|
66
$3.37K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
57+ 4.94% |
$2.8K - $2.9K
|
1.21K
$61.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
54+ 0.13% |
$2.65K - $2.75K
|
41.9K
$2.14M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
46+ 0.86% |
$2.26K - $2.34K
|
5.38K
$275K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
46+ 0.54% |
$2.26K - $2.34K
|
8.61K
$440K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
45+ 0.35% |
$2.21K - $2.29K
|
12.7K
$651K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
44+ 0.87% |
$2.16K - $2.24K
|
5.08K
$260K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
35+ 0.85% |
$1.72K - $1.78K
|
4.14K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
31+ 0.42% |
$1.52K - $1.58K
|
7.35K
$376K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
25+ 0.55% |
$1.23K - $1.27K
|
4.56K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
24+ 0.56% |
$1.18K - $1.22K
|
4.31K
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
22+ 0.47% |
$1.08K - $1.12K
|
4.68K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 1.17% |
$589 - $611
|
1.04K
$53.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11+ 0.04% |
$540 - $560
|
27.6K
$1.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.02% |
$295 - $306
|
24.5K
$1.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 0.76% |
$147 - $153
|
399
$20.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 1.11% |
$98.2 - $102
|
182
$9.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.02% |
$98.2 - $102
|
8.19K
$419K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.28% |
$49.1 - $50.9
|
79
$4.04K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$49.1 - $50.9
|
8.72K
$445K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-8- 0.92% |
$393 - $407
|
860
$44K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-17- 0.29% |
$835 - $866
|
5.83K
$298K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-20- 3.13% |
$982 - $1.02K
|
619
$31.6K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-20- 66.67% |
$982 - $1.02K
|
10
$511
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-38- 0.61% |
$1.87K - $1.94K
|
6.15K
$314K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-53- 0.73% |
$2.6K - $2.7K
|
7.17K
$367K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-100- 0.8% |
$4.91K - $5.09K
|
12.3K
$631K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-119- 0.97% |
$5.85K - $6.06K
|
12.2K
$623K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-123- 0.66% |
$6.04K - $6.26K
|
18.5K
$944K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-142- 2.64% |
$6.98K - $7.23K
|
5.23K
$267K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-143- 1.71% |
$7.02K - $7.28K
|
8.21K
$419K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-152- 1.29% |
$7.47K - $7.74K
|
11.6K
$594K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-186- 0.2% |
$9.14K - $9.47K
|
94.4K
$4.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-200- 2.84% |
$9.82K - $10.2K
|
6.85K
$350K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-228- 1.7% |
$11.2K - $11.6K
|
13.2K
$674K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-280- 1.69% |
$13.8K - $14.3K
|
16.3K
$835K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-302- 0.96% |
$14.8K - $15.4K
|
31.2K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-308- 1.2% |
$15.1K - $15.7K
|
25.4K
$1.3M
|