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 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.46KNew |
$70.4K - $75.7K
|
1.46K
$74.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.33K+ 4.77% |
$64K - $68.9K
|
29.3K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.33K+ 8.2% |
$63.8K - $68.5K
|
17.5K
$891K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.33K+ 8.2% |
$63.8K - $68.5K
|
17.5K
$891K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.11K+ 10.09% |
$53.5K - $57.5K
|
12.1K
$618K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.07K+ 71.44% |
$51.6K - $55.5K
|
2.58K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.06K+ 3516.67% |
$50.7K - $54.5K
|
1.09K
$55.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.01KNew |
$48.5K - $52.1K
|
1.01K
$51.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
930+ 4.31% |
$44.7K - $48.1K
|
22.5K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
860+ 19.51% |
$41.3K - $44.5K
|
5.27K
$268K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
745+ 2.49% |
$35.8K - $38.5K
|
30.6K
$1.56M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
624+ 3.45% |
$30K - $32.3K
|
18.7K
$952K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
521New |
$25K - $26.9K
|
521
$26.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
506+ 7.16% |
$24.3K - $26.2K
|
7.58K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
485+ 6.0% |
$23.3K - $25.1K
|
8.57K
$436K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
483+ 2.41% |
$23.2K - $25K
|
20.5K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
453+ 3.73% |
$21.8K - $23.4K
|
12.6K
$642K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
436+ 0.95% |
$21K - $22.5K
|
46.6K
$2.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
427+ 2.48% |
$20.5K - $22.1K
|
17.6K
$896K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
359+ 8.28% |
$17.3K - $18.6K
|
4.69K
$239K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
327+ 0.68% |
$15.7K - $16.9K
|
48.1K
$2.45M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
307+ 26.86% |
$14.8K - $15.9K
|
1.45K
$73.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
302+ 0.77% |
$14.5K - $15.6K
|
39.3K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
283+ 0.97% |
$13.6K - $14.6K
|
29.4K
$1.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
272New |
$13.1K - $14.1K
|
272
$13.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
204+ 0.81% |
$9.81K - $10.5K
|
25.4K
$1.29M
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
143+ 1.52% |
$6.88K - $7.39K
|
9.55K
$486K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
112+ 0.57% |
$5.38K - $5.79K
|
19.9K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
100+ 1.32% |
$4.81K - $5.17K
|
7.7K
$392K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
96+ 1.21% |
$4.62K - $4.96K
|
8.06K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
67New |
$3.22K - $3.46K
|
67
$3.41K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
60+ 0.35% |
$2.88K - $3.1K
|
17.1K
$870K
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
41+ 0.71% |
$1.97K - $2.12K
|
5.84K
$297K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25+ 0.08% |
$1.2K - $1.29K
|
31K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13+ 0.51% |
$625 - $672
|
2.56K
$130K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.07% |
$144 - $155
|
4.13K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-26- 0.79% |
$1.25K - $1.34K
|
3.25K
$165K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-30- 0.38% |
$1.44K - $1.55K
|
7.79K
$396K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-36- 4.13% |
$1.73K - $1.86K
|
835
$42.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-50- 0.17% |
$2.4K - $2.58K
|
29.1K
$1.48M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-58- 0.3% |
$2.79K - $3K
|
19K
$969K
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-84- 0.1% |
$4.04K - $4.34K
|
81.1K
$4.13M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-135- 0.53% |
$6.49K - $6.98K
|
25.2K
$1.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-138- 2.74% |
$6.64K - $7.13K
|
4.9K
$250K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-157- 1.98% |
$7.55K - $8.12K
|
7.76K
$395K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-188- 0.34% |
$9.04K - $9.72K
|
55.6K
$2.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-198- 3.94% |
$9.52K - $10.2K
|
4.83K
$246K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-210- 0.53% |
$10.1K - $10.9K
|
39.5K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-218- 1.28% |
$10.5K - $11.3K
|
16.8K
$857K
|