Purchases and Sales Made in Q4 2022 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 2022. 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 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.46K+ 2.22% |
$408K - $430K
|
389K
$19.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
8.23K+ 56.05% |
$397K - $418K
|
22.9K
$1.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
8.02K+ 22.38% |
$387K - $407K
|
43.9K
$2.23M
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
8KNew |
$386K - $406K
|
8K
$407K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
7.53KNew |
$363K - $382K
|
7.53K
$383K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.08K+ 77.02% |
$341K - $359K
|
16.3K
$828K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.9K+ 78.87% |
$333K - $350K
|
15.7K
$797K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
6.82K+ 188.09% |
$329K - $346K
|
10.5K
$532K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.7KNew |
$323K - $340K
|
6.7K
$341K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.61K+ 4.04% |
$319K - $336K
|
170K
$8.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.56K+ 19.83% |
$316K - $333K
|
39.7K
$2.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.94K+ 67.83% |
$286K - $302K
|
14.7K
$748K
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
5.68KNew |
$274K - $288K
|
5.68K
$289K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.51K+ 22.34% |
$266K - $280K
|
30.2K
$1.54M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.05K+ 20.21% |
$243K - $256K
|
30K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.9K+ 272.75% |
$236K - $249K
|
6.7K
$341K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.85KNew |
$234K - $246K
|
4.85K
$247K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
4.81KNew |
$232K - $244K
|
4.81K
$245K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.56KNew |
$220K - $232K
|
4.56K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.45KNew |
$214K - $226K
|
4.45K
$226K
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.45KNew |
$214K - $226K
|
4.45K
$226K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.16K+ 1762.71% |
$201K - $211K
|
4.4K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.03K+ 8.31% |
$194K - $204K
|
52.5K
$2.67M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.02K+ 7.41% |
$194K - $204K
|
58.2K
$2.96M
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
3.69K+ 9.39% |
$178K - $187K
|
43K
$2.19M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.11K+ 51.53% |
$150K - $158K
|
9.13K
$465K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.8K+ 52.47% |
$135K - $142K
|
8.15K
$415K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.61K+ 88.46% |
$126K - $132K
|
5.55K
$282K
|
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2.6K+ 28.12% |
$125K - $132K
|
11.8K
$603K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.46K+ 5.34% |
$119K - $125K
|
48.6K
$2.47M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.42K+ 4.3% |
$117K - $123K
|
58.7K
$2.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.35KNew |
$113K - $119K
|
2.35K
$119K
|
|
|
Feb 10, 2023
Q4 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.29K+ 5.12% |
$110K - $116K
|
47K
$2.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.04K+ 27.23% |
$98.5K - $104K
|
9.55K
$486K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.88K+ 3.86% |
$90.7K - $95.5K
|
50.7K
$2.58M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.83KNew |
$88.1K - $92.7K
|
1.83K
$93K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.82K+ 7.44% |
$87.9K - $92.5K
|
26.3K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.77K+ 1.62% |
$85.3K - $89.8K
|
111K
$5.64M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.74KNew |
$83.9K - $88.3K
|
1.74K
$88.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.65K+ 3.46% |
$79.3K - $83.6K
|
49.2K
$2.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.58K+ 11.96% |
$76K - $80K
|
14.8K
$751K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.46K+ 24.33% |
$70.4K - $74.1K
|
7.46K
$380K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.34K+ 15.1% |
$64.5K - $68K
|
10.2K
$519K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.19K+ 20.32% |
$57.2K - $60.2K
|
7.02K
$357K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.13K+ 6.72% |
$54.5K - $57.4K
|
18K
$914K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.06K+ 19.79% |
$51.1K - $53.9K
|
6.42K
$327K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
987+ 14.88% |
$47.6K - $50.1K
|
7.62K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
929+ 4.44% |
$44.8K - $47.2K
|
21.8K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
746+ 12.28% |
$36K - $37.9K
|
6.82K
$347K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
564+ 376.0% |
$27.2K - $28.6K
|
714
$36.3K
|