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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.39K- 17.56% |
$70.5K - $72.5K
|
6.54K
$335K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-1.4K- 3.21% |
$71K - $73.1K
|
42.3K
$2.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.56K- 9.4% |
$79.2K - $81.4K
|
15.1K
$773K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.6K- 99.87% |
$80.8K - $83.1K
|
2
$102
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.6K- 7.77% |
$81K - $83.3K
|
19K
$974K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.65K- 3.72% |
$83.6K - $86K
|
42.8K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.75K- 23.21% |
$88.5K - $91.1K
|
5.79K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 13.44% |
$89.1K - $91.7K
|
11.3K
$581K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.87K- 9.46% |
$94.9K - $97.6K
|
17.9K
$919K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.94K- 1.91% |
$98.3K - $101K
|
99.8K
$5.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.97K- 17.57% |
$99.8K - $103K
|
9.25K
$474K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.04K- 4.72% |
$103K - $106K
|
41.2K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-2.12K- 2.16% |
$107K - $110K
|
96.1K
$4.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.22K- 8.43% |
$112K - $116K
|
24.1K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.24K- 72.76% |
$113K - $117K
|
839
$43K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.29K- 9.31% |
$116K - $119K
|
22.3K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.32K- 20.7% |
$118K - $121K
|
8.9K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.34K- 8.5% |
$118K - $122K
|
25.1K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.96K- 17.57% |
$150K - $154K
|
13.9K
$712K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-3.08K- 43.1% |
$156K - $161K
|
4.07K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.43K- 10.28% |
$174K - $178K
|
29.9K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.45K- 0.2% |
$174K - $179K
|
1.73M
$88.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.8K- 10.43% |
$192K - $198K
|
32.6K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.83K- 20.55% |
$194K - $199K
|
14.8K
$759K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.97K- 7.66% |
$201K - $207K
|
47.9K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.98K- 23.96% |
$201K - $207K
|
12.6K
$647K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.13K- 7.4% |
$209K - $215K
|
51.7K
$2.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.33K- 8.63% |
$219K - $226K
|
45.9K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.77K- 10.44% |
$242K - $249K
|
40.9K
$2.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-5.04K- 13.81% |
$255K - $262K
|
31.5K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.19K- 56.43% |
$263K - $270K
|
4.01K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.38K- 15.82% |
$272K - $280K
|
28.6K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-5.7K- 18.24% |
$289K - $297K
|
25.6K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.72K- 3.15% |
$290K - $298K
|
176K
$9.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.47K- 4.3% |
$328K - $337K
|
144K
$7.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-6.85K- 20.48% |
$347K - $357K
|
26.6K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-7.12K- 3.52% |
$360K - $371K
|
195K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.17K- 3.07% |
$363K - $373K
|
226K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7.32K- 49.78% |
$371K - $381K
|
7.39K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.15K- 36.59% |
$412K - $424K
|
14.1K
$723K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-8.27K- 22.06% |
$418K - $430K
|
29.2K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-8.59K- 9.92% |
$435K - $447K
|
78K
$4M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-8.75K- 54.14% |
$443K - $456K
|
7.41K
$380K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-8.78K- 16.11% |
$444K - $457K
|
45.7K
$2.34M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.22K- 7.52% |
$467K - $480K
|
113K
$5.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.93K- 4.92% |
$503K - $517K
|
192K
$9.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.3K- 2.16% |
$522K - $537K
|
467K
$23.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-12.5K- 58.5% |
$633K - $651K
|
8.87K
$454K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-13.3K- 35.04% |
$672K - $691K
|
24.6K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-14.4K- 22.49% |
$731K - $752K
|
49.8K
$2.55M
|