Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
12.1KNew |
$684K - $692K
|
12.1K
$617K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
11.5K+ 11.63% |
$650K - $657K
|
111K
$5.63M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.3K+ 7.87% |
$635K - $643K
|
154K
$7.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.3K+ 34.42% |
$635K - $642K
|
43.9K
$2.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
10.9KNew |
$615K - $622K
|
10.9K
$555K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
10.9KNew |
$614K - $621K
|
10.9K
$554K
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
10.8KNew |
$612K - $619K
|
10.8K
$552K
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10.6KNew |
$596K - $603K
|
10.6K
$538K
|
|
|
Jan 27, 2022
Q4 2021
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
10.4K+ 4.62% |
$586K - $592K
|
235K
$12M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
10.3K+ 74.91% |
$582K - $588K
|
24.1K
$1.23M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.76K+ 3.81% |
$551K - $557K
|
266K
$13.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.42K+ 214.23% |
$532K - $538K
|
13.8K
$703K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.37KNew |
$528K - $534K
|
9.37K
$477K
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
8.82K+ 11.21% |
$498K - $503K
|
87.6K
$4.46M
|
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
BUY
|
- |
8.8K+ 10.53% |
$497K - $502K
|
92.4K
$4.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.78KNew |
$495K - $501K
|
8.78K
$447K
|
|
|
Feb 23, 2022
Q4 2021
|
Bullseye Investment Management, LLC
|
BUY
|
- |
7.7KNew |
$434K - $439K
|
7.7K
$392K
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
7.2KNew |
$406K - $411K
|
7.2K
$366K
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
7.13KNew |
$402K - $407K
|
7.13K
$363K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.9K+ 109.56% |
$389K - $393K
|
13.2K
$671K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.74KNew |
$380K - $384K
|
6.74K
$343K
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.56K+ 82.88% |
$370K - $374K
|
14.5K
$737K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
6.5K+ 30.23% |
$367K - $371K
|
28K
$1.43M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.2K+ 10.79% |
$350K - $354K
|
63.7K
$3.24M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.1K+ 5597.25% |
$344K - $348K
|
6.21K
$316K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
6.02K+ 38.06% |
$339K - $343K
|
21.8K
$1.11M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6KNew |
$339K - $342K
|
6K
$305K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5.99KNew |
$338K - $342K
|
5.99K
$305K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
5.78K+ 11.56% |
$326K - $330K
|
55.8K
$2.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
5.6KNew |
$316K - $320K
|
5.6K
$285K
|
|
|
Feb 14, 2022
Q4 2021
|
Wills Financial Group, Inc.
|
BUY
|
- |
5.54K+ 12.68% |
$313K - $316K
|
49.2K
$2.51M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.29K+ 6.69% |
$298K - $302K
|
84.3K
$4.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
5.2KNew |
$293K - $297K
|
5.2K
$265K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.2K+ 27.7% |
$293K - $296K
|
24K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.14KNew |
$290K - $293K
|
5.14K
$262K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
5.01K+ 87.61% |
$282K - $286K
|
10.7K
$546K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4.92K+ 32.88% |
$278K - $281K
|
19.9K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.58KNew |
$258K - $261K
|
4.58K
$233K
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
4.42K+ 23.6% |
$250K - $252K
|
23.2K
$1.18M
|
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
4.4K+ 76.58% |
$248K - $251K
|
10.1K
$516K
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
4.3K+ 11.82% |
$243K - $245K
|
40.7K
$2.07M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
4.03K+ 87.25% |
$227K - $230K
|
8.65K
$440K
|
|
|
Jan 13, 2022
Q4 2021
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
4K+ 10.05% |
$226K - $228K
|
43.8K
$2.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.8KNew |
$215K - $217K
|
3.8K
$194K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.8KNew |
$214K - $217K
|
3.8K
$193K
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.72KNew |
$210K - $212K
|
3.72K
$189K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.6K+ 2.05% |
$203K - $205K
|
179K
$9.13M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
3.41K+ 13.36% |
$192K - $194K
|
28.9K
$1.47M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.39K+ 9.78% |
$191K - $193K
|
38.1K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.37K+ 9.47% |
$190K - $192K
|
38.9K
$1.98M
|