Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.76K+ 237.56% |
$469K - $504K
|
13.9K
$706K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
9.75KNew |
$469K - $504K
|
9.75K
$496K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
9.65KNew |
$464K - $499K
|
9.65K
$491K
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
9.57KNew |
$460K - $494K
|
9.57K
$487K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.19KNew |
$442K - $475K
|
9.19K
$467K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
9.06K+ 15.66% |
$436K - $468K
|
66.9K
$3.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
9KNew |
$433K - $465K
|
9K
$458K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.83K+ 32.92% |
$424K - $456K
|
35.6K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
8.79K+ 7.06% |
$423K - $454K
|
133K
$6.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8.45K+ 10.49% |
$406K - $437K
|
89.1K
$4.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8.45K+ 10.49% |
$406K - $437K
|
89.1K
$4.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
8.21K+ 196.04% |
$395K - $424K
|
12.4K
$631K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.88KNew |
$379K - $407K
|
7.88K
$401K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
7.7KNew |
$370K - $398K
|
7.7K
$392K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
7.65K+ 44.78% |
$368K - $395K
|
24.7K
$1.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
7.63KNew |
$367K - $394K
|
7.63K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.54KNew |
$362K - $390K
|
7.54K
$384K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.51KNew |
$361K - $388K
|
7.51K
$382K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.56K+ 12.83% |
$316K - $339K
|
57.7K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.3K+ 7.35% |
$303K - $326K
|
92K
$4.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.13KNew |
$295K - $317K
|
6.13K
$312K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6KNew |
$288K - $310K
|
6K
$305K
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
5.68KNew |
$273K - $294K
|
5.68K
$289K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
5.61K+ 46.67% |
$270K - $290K
|
17.6K
$897K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
5.15K+ 6.28% |
$248K - $266K
|
87.2K
$4.44M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.13KNew |
$247K - $265K
|
5.13K
$261K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.91KNew |
$236K - $254K
|
4.91K
$250K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.81KNew |
$231K - $248K
|
4.81K
$245K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
4.73KNew |
$228K - $245K
|
4.73K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
4.57K+ 17.25% |
$220K - $236K
|
31.1K
$1.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.41K+ 42.86% |
$212K - $228K
|
14.7K
$747K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.4KNew |
$212K - $227K
|
4.4K
$224K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4.12KNew |
$198K - $213K
|
4.12K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.05KNew |
$195K - $209K
|
4.05K
$206K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.84K+ 85.42% |
$185K - $199K
|
8.34K
$425K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.74K+ 17.69% |
$180K - $193K
|
24.9K
$1.27M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.7K+ 5.7% |
$178K - $191K
|
68.5K
$3.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.7K+ 5.7% |
$178K - $191K
|
68.5K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.54K+ 8.33% |
$170K - $183K
|
46.1K
$2.34M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.49KNew |
$168K - $180K
|
3.49K
$177K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3.25K+ 27.55% |
$156K - $168K
|
15K
$766K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.24K+ 25.16% |
$156K - $167K
|
16.1K
$820K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
2.95K+ 46.58% |
$142K - $153K
|
9.29K
$473K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.82K+ 1462.69% |
$136K - $146K
|
3.02K
$153K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.69K+ 442.83% |
$129K - $139K
|
3.3K
$168K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2.25K+ 12.65% |
$108K - $116K
|
20K
$1.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.06K+ 6.78% |
$98.8K - $106K
|
32.3K
$1.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.92K+ 8.5% |
$92.2K - $99.1K
|
24.5K
$1.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.66K+ 16.43% |
$79.8K - $85.8K
|
11.8K
$599K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.51K+ 17.99% |
$72.5K - $77.9K
|
9.89K
$503K
|