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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
488+ 2.99% |
$23.5K - $24.8K
|
16.8K
$855K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
485+ 6.29% |
$23.4K - $24.6K
|
8.2K
$417K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
439+ 3.67% |
$21.2K - $22.3K
|
12.4K
$631K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
422New |
$20.3K - $21.4K
|
422
$21.5K
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
412+ 0.91% |
$19.9K - $20.9K
|
45.5K
$2.32M
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
397+ 3.38% |
$19.1K - $20.2K
|
12.2K
$618K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
365+ 29.34% |
$17.6K - $18.5K
|
1.61K
$81.9K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
315+ 1.56% |
$15.2K - $16K
|
20.6K
$1.05M
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
296+ 5.5% |
$14.3K - $15K
|
5.68K
$289K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
290+ 0.96% |
$14K - $14.7K
|
30.4K
$1.55M
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
274+ 0.12% |
$13.2K - $13.9K
|
223K
$11.3M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
273+ 0.33% |
$13.2K - $13.9K
|
84.2K
$4.29M
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
249New |
$12K - $12.6K
|
249
$12.7K
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
245+ 3.0% |
$11.8K - $12.4K
|
8.42K
$428K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
218+ 1.07% |
$10.5K - $11.1K
|
20.6K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
216+ 9.52% |
$10.4K - $11K
|
2.49K
$127K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
205+ 4.1% |
$9.88K - $10.4K
|
5.2K
$265K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
191+ 232.93% |
$9.21K - $9.7K
|
273
$13.9K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
180+ 0.95% |
$8.68K - $9.14K
|
19K
$969K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
177+ 3.98% |
$8.53K - $8.98K
|
4.62K
$235K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
176+ 0.96% |
$8.48K - $8.93K
|
18.6K
$946K
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
153+ 2.07% |
$7.37K - $7.77K
|
7.53K
$383K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
74New |
$3.57K - $3.76K
|
74
$3.77K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
30New |
$1.45K - $1.52K
|
30
$1.53K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30New |
$1.45K - $1.52K
|
30
$1.53K
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
29+ 0.7% |
$1.4K - $1.47K
|
4.18K
$213K
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
28New |
$1.35K - $1.42K
|
28
$1.42K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.23% |
$868 - $914
|
7.74K
$394K
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
16+ 0.29% |
$771 - $812
|
5.5K
$280K
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4+ 0.02% |
$193 - $203
|
19.5K
$992K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$48.2 - $50.8
|
1
$50.9
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-4- 0.05% |
$193 - $203
|
7.88K
$401K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-14- 0.65% |
$675 - $711
|
2.15K
$110K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-95- 0.59% |
$4.58K - $4.82K
|
15.9K
$809K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-122- 9.81% |
$5.88K - $6.19K
|
1.12K
$57.1K
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-132- 1.31% |
$6.36K - $6.7K
|
9.96K
$507K
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-150- 3.53% |
$7.23K - $7.61K
|
4.1K
$209K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-150- 1.46% |
$7.23K - $7.61K
|
10.1K
$516K
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
SELL
|
- |
-203- 0.43% |
$9.78K - $10.3K
|
47.1K
$2.4M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-270- 0.87% |
$13K - $13.7K
|
30.8K
$1.57M
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-271- 1.15% |
$13.1K - $13.8K
|
23.2K
$1.18M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-290- 11.56% |
$14K - $14.7K
|
2.22K
$113K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-380- 4.12% |
$18.3K - $19.3K
|
8.84K
$450K
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-384- 0.05% |
$18.5K - $19.5K
|
702K
$35.7M
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-416- 4.11% |
$20.1K - $21.1K
|
9.72K
$494K
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-431- 4.75% |
$20.8K - $21.9K
|
8.65K
$440K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-435- 4.03% |
$21K - $22.1K
|
10.4K
$527K
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-449- 1.72% |
$21.6K - $22.8K
|
25.6K
$1.3M
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-475- 5.27% |
$22.9K - $24.1K
|
8.54K
$434K
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-516- 7.54% |
$24.9K - $26.2K
|
6.33K
$322K
|