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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-22.6K- 42.92% |
$1.09M - $1.17M
|
30K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25.5K- 6.56% |
$1.23M - $1.32M
|
363K
$18.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-26.4K- 59.63% |
$1.27M - $1.36M
|
17.9K
$909K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-26.7K- 38.77% |
$1.29M - $1.38M
|
42.2K
$2.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-27.4K- 38.2% |
$1.32M - $1.41M
|
44.3K
$2.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-30.2K- 15.6% |
$1.45M - $1.56M
|
164K
$8.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-30.3K- 75.09% |
$1.46M - $1.57M
|
10K
$511K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-30.5K- 52.85% |
$1.46M - $1.57M
|
27.2K
$1.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-32.5K- 99.89% |
$1.56M - $1.68M
|
35
$1.78K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-36.7K- 14.99% |
$1.77M - $1.9M
|
208K
$10.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-39.1K- 9.37% |
$1.88M - $2.02M
|
378K
$19.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-41.6K- 46.92% |
$2M - $2.15M
|
47.1K
$2.4M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-43.9K- 10.41% |
$2.11M - $2.27M
|
378K
$19.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-48.1K- 6.93% |
$2.31M - $2.48M
|
645K
$32.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-124K- 7.12% |
$5.96M - $6.4M
|
1.62M
$82.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-125K- 5.4% |
$6M - $6.46M
|
2.19M
$111M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-166K- 23.74% |
$7.98M - $8.58M
|
533K
$27.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-184K- 62.09% |
$8.87M - $9.54M
|
113K
$5.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-222K- 99.89% |
$10.7M - $11.5M
|
249
$12.7K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-332K- 11.62% |
$16M - $17.2M
|
2.53M
$129M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-483K- 21.49% |
$23.2M - $25M
|
1.77M
$89.9M
|