Purchases and Sales Made in Q4 2024 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 2024. 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 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.47K+ 21.17% |
$378K - $389K
|
42.7K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.56K+ 2.1% |
$332K - $342K
|
320K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.54K+ 6.59% |
$331K - $341K
|
106K
$5.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.43K+ 8.14% |
$325K - $335K
|
85.5K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.3K+ 2.05% |
$319K - $328K
|
313K
$16M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.08K+ 18.38% |
$308K - $317K
|
39.2K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6.02K+ 7.55% |
$305K - $313K
|
85.7K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.66KNew |
$287K - $295K
|
5.66K
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.61K+ 126.96% |
$284K - $292K
|
10K
$514K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.5K+ 52.4% |
$278K - $286K
|
16K
$819K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
5.43KNew |
$275K - $283K
|
5.43K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
5.4KNew |
$273K - $281K
|
5.4K
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
5.37KNew |
$272K - $279K
|
5.37K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
5.1KNew |
$258K - $265K
|
5.1K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.09KNew |
$258K - $265K
|
5.09K
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.89KNew |
$248K - $255K
|
4.89K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.81K+ 12.89% |
$243K - $250K
|
42.1K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.8KNew |
$243K - $250K
|
4.8K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.7K+ 4.75% |
$238K - $245K
|
104K
$5.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.58KNew |
$232K - $238K
|
4.58K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.26K+ 157.31% |
$216K - $222K
|
6.97K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4.2KNew |
$213K - $219K
|
4.2K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
4.2KNew |
$213K - $219K
|
4.2K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
4.1K+ 8.46% |
$208K - $214K
|
52.6K
$2.7M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.05KNew |
$205K - $211K
|
4.05K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.03K+ 21.73% |
$204K - $210K
|
22.6K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.85K+ 5.69% |
$195K - $200K
|
71.4K
$3.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.74K+ 10.01% |
$189K - $195K
|
41.1K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.71K+ 59.25% |
$188K - $193K
|
9.96K
$511K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.68K+ 23.48% |
$186K - $192K
|
19.4K
$992K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.62K+ 10.31% |
$183K - $188K
|
38.7K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.54K+ 427.97% |
$179K - $184K
|
4.36K
$223K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.38K+ 45.1% |
$171K - $176K
|
10.9K
$557K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.36K+ 3.62% |
$170K - $175K
|
96.2K
$4.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.01K+ 22.46% |
$152K - $157K
|
16.4K
$841K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.97K+ 11.2% |
$150K - $154K
|
29.5K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.85K+ 9.36% |
$144K - $149K
|
33.3K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.84K+ 58.49% |
$144K - $148K
|
7.69K
$394K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.82K+ 5.7% |
$143K - $147K
|
52.2K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.63K+ 3.99% |
$133K - $137K
|
68.6K
$3.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.47K+ 17.58% |
$125K - $128K
|
16.5K
$845K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.46K+ 2.77% |
$125K - $128K
|
91.3K
$4.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.37K+ 3.08% |
$120K - $123K
|
79.3K
$4.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.31K+ 0.38% |
$117K - $120K
|
605K
$31M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.17K+ 9.99% |
$110K - $113K
|
23.9K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
2.16K+ 50.01% |
$109K - $112K
|
6.47K
$332K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
2.12KNew |
$107K - $110K
|
2.12K
$109K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2K+ 1.64% |
$101K - $104K
|
124K
$6.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.94K+ 8.21% |
$98.4K - $101K
|
25.6K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.78K+ 177.8% |
$90K - $92.6K
|
2.78K
$142K
|