Purchases and Sales Made in Q1 2024 in First Tr Exchange Traded Fd Ii (MARB)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (MARB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
120KNew |
$2.35M - $2.41M
|
120K
$2.37M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
53K+ 25.26% |
$1.04M - $1.07M
|
263K
$5.2M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
44.8KNew |
$881K - $902K
|
44.8K
$887K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.3K+ 216.64% |
$753K - $771K
|
56K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
29.3KNew |
$577K - $591K
|
29.3K
$581K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
27.5KNew |
$541K - $554K
|
27.5K
$545K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
26K+ 211.79% |
$511K - $523K
|
38.2K
$757K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
16.3KNew |
$320K - $328K
|
16.3K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.1KNew |
$237K - $243K
|
12.1K
$239K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
10.9KNew |
$214K - $219K
|
10.9K
$215K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
9.95K+ 47.68% |
$196K - $200K
|
30.8K
$610K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.72K+ 24.89% |
$191K - $196K
|
48.8K
$966K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.97K+ 4.5% |
$157K - $161K
|
185K
$3.67M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.87K+ 5.87% |
$135K - $138K
|
124K
$2.46M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.96K+ 44.07% |
$97.6K - $100K
|
16.2K
$321K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.97K+ 138.91% |
$78.1K - $80K
|
6.83K
$135K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.24K+ 1.46% |
$63.7K - $65.2K
|
225K
$4.46M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.78K+ 21.06% |
$54.6K - $55.9K
|
16K
$316K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.57KNew |
$30.8K - $31.5K
|
1.57K
$31K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.57KNew |
$30.8K - $31.5K
|
1.57K
$31K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.55K+ 4.47% |
$30.4K - $31.1K
|
36.1K
$715K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.34K+ 3.34% |
$26.4K - $27.1K
|
41.5K
$822K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
737New |
$14.5K - $14.8K
|
737
$14.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
700+ 1.13% |
$13.8K - $14.1K
|
62.9K
$1.25M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
612+ 1.1% |
$12K - $12.3K
|
56.4K
$1.12M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
585+ 2.59% |
$11.5K - $11.8K
|
23.1K
$458K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
457+ 1.2% |
$8.99K - $9.2K
|
38.4K
$760K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
419+ 4.02% |
$8.24K - $8.44K
|
10.8K
$215K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
375+ 0.71% |
$7.38K - $7.55K
|
53.2K
$1.05M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
110New |
$2.16K - $2.22K
|
110
$2.18K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 0.75% |
$393 - $403
|
2.7K
$53.4K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19+ 1900.0% |
$374 - $383
|
20
$396
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 4.76% |
$19.7 - $20.1
|
20
$396
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 4.76% |
$19.7 - $20.1
|
20
$396
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-50- 9.04% |
$984 - $1.01K
|
503
$9.96K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55- 94.83% |
$1.08K - $1.11K
|
3
$59.4
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-102- 98.08% |
$2.01K - $2.05K
|
2
$39.6
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-237- 2.63% |
$4.66K - $4.77K
|
8.79K
$174K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-307- 99.35% |
$6.04K - $6.18K
|
2
$39.6
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-508- 1.01% |
$9.99K - $10.2K
|
49.8K
$985K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-550- 3.55% |
$10.8K - $11.1K
|
15K
$296K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.24K- 10.12% |
$24.4K - $24.9K
|
11K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.28K- 90.06% |
$25.1K - $25.7K
|
141
$2.79K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.93K- 9.88% |
$37.9K - $38.8K
|
17.6K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.9K- 18.09% |
$76.8K - $78.6K
|
17.7K
$350K
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-3.98K- 5.21% |
$78.4K - $80.2K
|
72.5K
$1.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.28K- 41.81% |
$84.1K - $86.1K
|
5.95K
$118K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-5.76K- 24.55% |
$113K - $116K
|
17.7K
$351K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.98K- 31.93% |
$137K - $140K
|
14.9K
$294K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-13.1K- 40.0% |
$258K - $264K
|
19.7K
$390K
|