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 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.76K+ 28.73% |
$89.2K - $91.7K
|
7.9K
$405K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.76K+ 6.42% |
$88.9K - $91.4K
|
29.1K
$1.49M
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.66K+ 51.79% |
$84.2K - $86.6K
|
4.88K
$250K
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.59K+ 17.03% |
$80.4K - $82.7K
|
10.9K
$559K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.59K+ 2.8% |
$80.3K - $82.6K
|
58.2K
$2.98M
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
1.43KNew |
$72.2K - $74.3K
|
1.43K
$73.1K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.3K+ 152.94% |
$65.8K - $67.7K
|
2.15K
$110K
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.26K+ 1.97% |
$64K - $65.8K
|
65.4K
$3.35M
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.1K+ 1.14% |
$55.7K - $57.3K
|
97.4K
$4.99M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.04K+ 3.0% |
$52.7K - $54.2K
|
35.8K
$1.83M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.01K+ 2.68% |
$51.3K - $52.7K
|
38.8K
$1.99M
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
946+ 1.09% |
$47.9K - $49.3K
|
87.9K
$4.51M
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
735+ 0.36% |
$37.2K - $38.3K
|
205K
$10.5M
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
716+ 4.68% |
$36.2K - $37.3K
|
16K
$821K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
578+ 0.5% |
$29.3K - $30.1K
|
116K
$5.95M
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
550New |
$27.8K - $28.6K
|
550
$28.2K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
532+ 933.33% |
$26.9K - $27.7K
|
589
$30.2K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
503+ 1.27% |
$25.5K - $26.2K
|
40K
$2.05M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
493+ 2.37% |
$25K - $25.7K
|
21.3K
$1.09M
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
435+ 0.63% |
$22K - $22.7K
|
69.8K
$3.57M
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
427+ 2.33% |
$21.6K - $22.2K
|
18.7K
$960K
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
413New |
$20.9K - $21.5K
|
413
$21.2K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
386+ 5.18% |
$19.5K - $20.1K
|
7.84K
$402K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
371+ 1.13% |
$18.8K - $19.3K
|
33.2K
$1.7M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
343+ 3.53% |
$17.4K - $17.9K
|
10.1K
$516K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
341+ 3.67% |
$17.3K - $17.8K
|
9.64K
$494K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
310New |
$15.7K - $16.1K
|
310
$15.9K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
274+ 0.56% |
$13.9K - $14.3K
|
48.8K
$2.5M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
257+ 3.16% |
$13K - $13.4K
|
8.39K
$430K
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
235+ 3.88% |
$11.9K - $12.2K
|
6.29K
$322K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
210New |
$10.6K - $10.9K
|
210
$10.8K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
200+ 1.0% |
$10.1K - $10.4K
|
20.2K
$1.04M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
184+ 0.43% |
$9.31K - $9.58K
|
43.1K
$2.21M
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
145+ 0.89% |
$7.34K - $7.55K
|
16.4K
$842K
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
142+ 0.55% |
$7.19K - $7.39K
|
25.8K
$1.32M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
138+ 0.94% |
$6.99K - $7.19K
|
14.7K
$756K
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
136+ 2.18% |
$6.88K - $7.08K
|
6.39K
$327K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
133+ 0.81% |
$6.73K - $6.93K
|
16.5K
$843K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
104New |
$5.26K - $5.42K
|
104
$5.33K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
85+ 9.54% |
$4.3K - $4.43K
|
976
$50K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
69+ 0.23% |
$3.49K - $3.59K
|
29.8K
$1.53M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
67+ 0.88% |
$3.39K - $3.49K
|
7.69K
$394K
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
49+ 0.28% |
$2.48K - $2.55K
|
17.6K
$902K
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
44+ 0.43% |
$2.23K - $2.29K
|
10.3K
$525K
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
42+ 0.8% |
$2.13K - $2.19K
|
5.29K
$271K
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
40+ 0.81% |
$2.02K - $2.08K
|
5K
$256K
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
34+ 0.8% |
$1.72K - $1.77K
|
4.27K
$219K
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
22+ 0.27% |
$1.11K - $1.15K
|
8.15K
$418K
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
21+ 0.32% |
$1.06K - $1.09K
|
6.64K
$340K
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
20+ 0.38% |
$1.01K - $1.04K
|
5.22K
$267K
|