Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.65K+ 2.36% |
$276K - $288K
|
245K
$12.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.64K+ 16.1% |
$275K - $287K
|
40.7K
$2.07M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5.59K+ 9.43% |
$273K - $285K
|
64.8K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5.59K+ 9.43% |
$273K - $285K
|
64.8K
$3.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.57K+ 21.43% |
$272K - $284K
|
31.6K
$1.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
5.3K+ 45.08% |
$258K - $270K
|
17K
$867K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.58K+ 92.44% |
$223K - $233K
|
9.53K
$484K
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.44K+ 69.18% |
$216K - $226K
|
10.8K
$551K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.33KNew |
$212K - $221K
|
4.33K
$220K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.28K+ 1.42% |
$209K - $218K
|
306K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
4.19KNew |
$204K - $214K
|
4.19K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
3.5K+ 12.5% |
$171K - $178K
|
31.5K
$1.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.39K+ 19.1% |
$165K - $173K
|
21.1K
$1.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.28KNew |
$160K - $167K
|
3.28K
$167K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.95K+ 47.29% |
$144K - $150K
|
9.19K
$467K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.88K+ 6.37% |
$141K - $147K
|
48.1K
$2.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.85K+ 21.38% |
$139K - $145K
|
16.2K
$822K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.85K+ 21.38% |
$139K - $145K
|
16.2K
$822K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.85K+ 2.32% |
$139K - $145K
|
126K
$6.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.75K+ 5.19% |
$134K - $140K
|
55.8K
$2.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.7K+ 0.36% |
$132K - $138K
|
747K
$38M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.56K+ 10.26% |
$125K - $131K
|
27.5K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.52K+ 4.74% |
$123K - $129K
|
55.8K
$2.84M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.41K+ 3.09% |
$118K - $123K
|
80.6K
$4.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.41K+ 3.09% |
$118K - $123K
|
80.6K
$4.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.23K+ 3.62% |
$109K - $114K
|
64K
$3.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.07K+ 8.66% |
$101K - $106K
|
26K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.93K+ 0.65% |
$94.1K - $98.2K
|
297K
$15.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.84K+ 26.51% |
$89.9K - $93.9K
|
8.79K
$447K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.81K+ 21.81% |
$88.3K - $92.2K
|
10.1K
$514K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.77K+ 4.65% |
$86.2K - $90.1K
|
39.8K
$2.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.68K+ 2.49% |
$82.1K - $85.7K
|
69.1K
$3.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.59K+ 29.07% |
$77.7K - $81.1K
|
7.06K
$359K
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
1.59K+ 3.68% |
$77.5K - $81K
|
44.8K
$2.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.5KNew |
$73.3K - $76.6K
|
1.5K
$76.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.14K+ 2.52% |
$55.7K - $58.2K
|
46.4K
$2.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.05K+ 60.17% |
$51.1K - $53.4K
|
2.79K
$142K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 6.5% |
$50.9K - $53.1K
|
17.1K
$868K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
918+ 12.31% |
$44.8K - $46.8K
|
8.38K
$426K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
893+ 0.4% |
$43.6K - $45.5K
|
223K
$11.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
852+ 9.06% |
$41.6K - $43.4K
|
10.3K
$521K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
811+ 3.9% |
$39.6K - $41.3K
|
21.6K
$1.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
788+ 1.47% |
$38.5K - $40.2K
|
54.5K
$2.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
661+ 2.69% |
$32.3K - $33.7K
|
25.2K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
611+ 1.3% |
$29.8K - $31.1K
|
47.8K
$2.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
580+ 140.1% |
$28.3K - $29.6K
|
994
$50.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
485+ 0.96% |
$23.7K - $24.7K
|
50.9K
$2.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
480+ 6.31% |
$23.4K - $24.5K
|
8.09K
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
469+ 0.99% |
$22.9K - $23.9K
|
47.6K
$2.42M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
427+ 0.22% |
$20.8K - $21.8K
|
193K
$9.84M
|