Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Fd Ii (MARB)

MARB Quotes by TradingView

This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (MARB) during Q1 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
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
129K
New
$2.55M - $2.62M
129K $2.55M
Apr 04, 2023 Q1 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
91.7K
New
$1.81M - $1.86M
91.7K $1.82M
Apr 17, 2023 Q1 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
67.1K
New
$1.33M - $1.36M
67.1K $1.33M
Apr 17, 2023 Q1 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
59.1K
New
$1.17M - $1.2M
59.1K $1.17M
Apr 20, 2023 Q1 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
58.1K
New
$1.15M - $1.18M
58.1K $1.15M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
53.4K
New
$1.06M - $1.08M
53.4K $1.06M
May 11, 2023 Q1 2023
Financial Advisory Service, Inc.

BUY
 -
48.9K
+ 36.96%
$966K - $992K
181K $3.58M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
43.2K
New
$854K - $876K
43.2K $855K
Jun 01, 2023 Q1 2023
Org Partners LLC

Roanoke, IN
BUY
 -
39.5K
New
$781K - $801K
39.5K $782K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
36.8K
New
$727K - $746K
36.8K $728K
Apr 25, 2023 Q1 2023
Quaker Wealth Management, LLC

BUY
 -
29.4K
New
$581K - $596K
29.4K $582K
May 04, 2023 Q1 2023
Clear Harbor Asset Management, LLC

BUY
 -
23.2K
New
$458K - $470K
23.2K $459K
May 01, 2023 Q1 2023
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
20.1K
+ 183.53%
$397K - $407K
31K $613K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
15K
New
$297K - $305K
15K $297K
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
15K
New
$297K - $305K
15K $297K
May 12, 2023 Q1 2023
First Foundation Advisors

Irvine, CA
BUY
 -
12.8K
New
$253K - $260K
12.8K $253K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
11K
+ 19.07%
$218K - $224K
68.9K $1.36M
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
11K
+ 23.78%
$218K - $224K
57.4K $1.14M
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
10.9K
+ 87.14%
$216K - $221K
23.4K $464K
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
10.2K
New
$202K - $207K
10.2K $202K
Apr 10, 2023 Q1 2023
Wealth Care Investment Partners, LLC

BUY
 -
8.7K
+ 25.03%
$172K - $177K
43.5K $861K
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
8.6K
+ 155.12%
$170K - $175K
14.1K $280K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
8.51K
+ 5.52%
$168K - $173K
163K $3.22M
May 04, 2023 Q1 2023
Holistic Financial Partners

BUY
 -
7.95K
+ 24.67%
$157K - $161K
40.2K $795K
May 11, 2023 Q1 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
7.77K
+ 27.5%
$154K - $158K
36K $714K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
7.63K
+ 2.35%
$151K - $155K
332K $6.57M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
6.64K
+ 16.67%
$131K - $135K
46.5K $920K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.87K
New
$37K - $38K
1.87K $37.1K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
1.17K
+ 2.18%
$23.1K - $23.7K
54.6K $1.08M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
384
New
$7.6K - $7.8K
384 $7.6K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
252
New
$4.98K - $5.12K
252 $4.99K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
246
New
$4.87K - $4.99K
246 $4.87K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
122
+ 87.77%
$2.41K - $2.48K
261 $5.17K
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
50
+ 0.38%
$989 - $1.02K
13.2K $261K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
19
New
$376 - $386
19 $376
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
8
New
$158 - $162
8 $158
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-5
- 83.33%
$98.9 - $102
1 $19.8
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-12
- 0.08%
$237 - $244
15.6K $309K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-27
- 10.42%
$534 - $548
232 $4.59K
Jun 07, 2023 Q1 2023
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-106
- 1.04%
$2.1K - $2.15K
10.1K $200K
May 15, 2024 Q1 2023
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-120
Closed
$2.37K - $2.44K
0 $0
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
SELL
 -
-656
- 5.61%
$13K - $13.3K
11K $219K
May 15, 2023 Q1 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
SELL
 -
-802
- 0.46%
$15.9K - $16.3K
174K $3.44M
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-1.68K
Closed
$33.2K - $34.1K
0 $0
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-1.8K
- 2.85%
$35.6K - $36.5K
61.2K $1.21M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-1.82K
- 3.71%
$36K - $36.9K
47.2K $934K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-3.57K
- 15.7%
$70.7K - $72.5K
19.2K $380K
Dec 13, 2024 Q1 2023
Smart Wealth LLC

Omaha, NE
SELL
 -
-5.53K
- 10.88%
$109K - $112K
45.3K $897K
May 09, 2023 Q1 2023
Atlas Wealth LLC

Cincinnati, OH
SELL
 -
-18.8K
- 16.9%
$371K - $381K
92.2K $1.83M

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