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 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-560- 3.15% |
$27.3K - $28.5K
|
17.2K
$877K
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-578- 1.19% |
$28.2K - $29.5K
|
47.9K
$2.44M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-626- 5.08% |
$30.6K - $31.9K
|
11.7K
$595K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-700- 1.91% |
$34.2K - $35.7K
|
35.9K
$1.82M
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-887- 2.4% |
$43.3K - $45.2K
|
36.1K
$1.84M
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-932- 9.5% |
$45.5K - $47.5K
|
8.88K
$451K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-977- 5.38% |
$47.7K - $49.8K
|
17.2K
$874K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1K- 19.23% |
$48.8K - $51K
|
4.2K
$214K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1K- 6.38% |
$49K - $51.1K
|
14.7K
$748K
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.05K- 1.78% |
$51.1K - $53.3K
|
57.6K
$2.93M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.14K- 4.8% |
$55.5K - $58K
|
22.6K
$1.15M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.16K- 5.48% |
$56.8K - $59.3K
|
20.1K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.17K- 1.05% |
$56.9K - $59.4K
|
110K
$5.61M
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
SELL
|
- |
-1.17K- 5.59% |
$57.3K - $59.9K
|
19.8K
$1.01M
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.27K- 24.83% |
$61.9K - $64.7K
|
3.84K
$195K
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.36K- 16.11% |
$66.3K - $69.2K
|
7.07K
$359K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.43K- 97.94% |
$69.7K - $72.9K
|
30
$1.53K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.45K- 4.27% |
$70.8K - $73.9K
|
32.5K
$1.65M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.5K- 88.57% |
$73K - $76.3K
|
193
$9.81K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.52K- 7.37% |
$74.2K - $77.5K
|
19.1K
$971K
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.56K- 7.61% |
$76.2K - $79.6K
|
19K
$963K
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-1.58K- 3.43% |
$77.2K - $80.6K
|
44.5K
$2.26M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.62K- 1.87% |
$78.9K - $82.4K
|
85.1K
$4.33M
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.79K- 5.61% |
$87.5K - $91.4K
|
30.2K
$1.53M
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-1.84K- 0.82% |
$89.9K - $93.9K
|
224K
$11.4M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.85K- 0.7% |
$90.1K - $94.1K
|
261K
$13.3M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 6.0% |
$90.2K - $94.2K
|
29K
$1.47M
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.91K- 10.52% |
$93.3K - $97.4K
|
16.3K
$827K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2K- 8.01% |
$97.8K - $102K
|
23K
$1.17M
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.02K- 23.31% |
$98.4K - $103K
|
6.63K
$337K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.04K- 17.05% |
$99.6K - $104K
|
9.92K
$505K
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.12K- 31.38% |
$103K - $108K
|
4.63K
$235K
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.18K- 33.08% |
$106K - $111K
|
4.41K
$224K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.23K- 8.45% |
$109K - $114K
|
24.2K
$1.23M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.32K- 35.74% |
$113K - $118K
|
4.18K
$212K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.4K- 36.67% |
$117K - $122K
|
4.14K
$210K
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.46K- 17.21% |
$120K - $125K
|
11.8K
$601K
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.5K- 3.5% |
$122K - $127K
|
69K
$3.51M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.53K- 5.61% |
$123K - $129K
|
42.5K
$2.16M
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.59K- 5.54% |
$127K - $132K
|
44.3K
$2.25M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.62K- 5.31% |
$128K - $134K
|
46.8K
$2.38M
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.79K- 4.68% |
$136K - $142K
|
56.8K
$2.89M
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.87K- 18.49% |
$140K - $146K
|
12.7K
$643K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.95K- 40.14% |
$144K - $150K
|
4.4K
$224K
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-3.14K- 3.2% |
$153K - $160K
|
94.9K
$4.82M
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-3.35K- 14.87% |
$163K - $171K
|
19.1K
$974K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.35K- 0.85% |
$163K - $171K
|
389K
$19.8M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.35K- 23.75% |
$164K - $171K
|
10.8K
$547K
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.52K- 10.67% |
$172K - $179K
|
29.4K
$1.5M
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.52K- 27.61% |
$172K - $180K
|
9.24K
$470K
|