Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
20.4K+ 19.09% |
$1M - $1.04M
|
127K
$6.49M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.94K+ 31.7% |
$391K - $404K
|
33K
$1.68M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
6.45KNew |
$318K - $329K
|
6.45K
$330K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
4.66K+ 49.61% |
$230K - $237K
|
14.1K
$719K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.17K+ 7.18% |
$206K - $212K
|
62.2K
$3.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.58K+ 14.09% |
$177K - $182K
|
29K
$1.48M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 33.92% |
$79.4K - $82K
|
6.36K
$325K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
971+ 7.68% |
$47.9K - $49.5K
|
13.6K
$696K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
474+ 18.39% |
$23.4K - $24.1K
|
3.05K
$156K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
468+ 2.81% |
$23.1K - $23.8K
|
17.1K
$876K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
35+ 0.19% |
$1.73K - $1.78K
|
18.5K
$945K
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
BUY
|
- |
23+ 0.17% |
$1.13K - $1.17K
|
13.7K
$702K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-338- 1.38% |
$16.7K - $17.2K
|
24.2K
$1.24M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-395- 5.85% |
$19.5K - $20.1K
|
6.36K
$325K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-516- 5.79% |
$25.4K - $26.3K
|
8.4K
$429K
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-1.46K- 8.94% |
$72K - $74.4K
|
14.9K
$760K
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.73K- 3.69% |
$85.2K - $88K
|
45.1K
$2.31M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.85K- 14.92% |
$141K - $145K
|
16.2K
$830K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-5.27K- 4.53% |
$260K - $268K
|
111K
$5.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-8.25K- 18.21% |
$407K - $420K
|
37K
$1.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-13K- 15.82% |
$642K - $663K
|
69.3K
$3.54M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-19.1K- 28.6% |
$940K - $971K
|
47.6K
$2.43M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-32.2K- 76.2% |
$1.59M - $1.64M
|
10K
$514K
|