Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
220KNew |
$4.4M - $4.5M
|
220K
$4.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
137K+ 811.08% |
$2.75M - $2.81M
|
154K
$3.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
132KNew |
$2.65M - $2.71M
|
132K
$2.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
111KNew |
$2.22M - $2.27M
|
111K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
First Trust Capital Management L.P.
Chicago, IL |
BUY
|
- |
99.7KNew |
$2M - $2.04M
|
99.7K
$1.97M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
74.8KNew |
$1.5M - $1.53M
|
74.8K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
73.7K+ 11.57% |
$1.48M - $1.51M
|
710K
$14.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
73.6K+ 90.11% |
$1.47M - $1.51M
|
155K
$3.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
63KNew |
$1.26M - $1.29M
|
63K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
57.9KNew |
$1.16M - $1.19M
|
57.9K
$1.15M
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
50.8KNew |
$1.02M - $1.04M
|
50.8K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
46.4KNew |
$930K - $951K
|
46.4K
$919K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.7K+ 29.48% |
$875K - $895K
|
192K
$3.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.8KNew |
$798K - $817K
|
39.8K
$789K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
38.4KNew |
$770K - $788K
|
38.4K
$761K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
35.6KNew |
$713K - $729K
|
35.6K
$704K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
34.8KNew |
$697K - $713K
|
34.8K
$689K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.1K+ 19.49% |
$542K - $555K
|
166K
$3.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
18.6K+ 115.45% |
$373K - $382K
|
34.8K
$689K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.3K+ 52.17% |
$367K - $375K
|
53.4K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
15.8K+ 26.94% |
$316K - $323K
|
74.3K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.6KNew |
$313K - $321K
|
15.6K
$310K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.5KNew |
$251K - $256K
|
12.5K
$248K
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
10.9KNew |
$219K - $224K
|
10.9K
$216K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.9K+ 38.48% |
$218K - $223K
|
39.1K
$775K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
10.2KNew |
$204K - $209K
|
10.2K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.11K+ 1.81% |
$62.3K - $63.8K
|
175K
$3.46M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.97K+ 0.61% |
$39.4K - $40.3K
|
324K
$6.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.71K+ 6.45% |
$34.3K - $35.1K
|
28.3K
$560K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.68KNew |
$33.6K - $34.4K
|
1.68K
$33.2K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.68KNew |
$33.6K - $34.4K
|
1.68K
$33.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.67KNew |
$33.3K - $34.1K
|
1.67K
$33K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
906+ 19.53% |
$18.1K - $18.6K
|
5.54K
$110K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
905+ 7.39% |
$18.1K - $18.6K
|
13.2K
$260K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
455New |
$9.11K - $9.33K
|
455
$9.01K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
421New |
$8.43K - $8.63K
|
421
$8.34K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
259New |
$5.19K - $5.31K
|
259
$5.13K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
139New |
$2.78K - $2.85K
|
139
$2.75K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
120New |
$2.4K - $2.46K
|
120
$2.38K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
101New |
$2.02K - $2.07K
|
101
$2K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6New |
$120 - $123
|
6
$119
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
SELL
|
- |
-252- 0.78% |
$5.05K - $5.17K
|
32.2K
$638K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.29K- 9.75% |
$106K - $109K
|
49K
$970K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-8.6K- 2.69% |
$172K - $176K
|
311K
$6.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.6K- 40.65% |
$312K - $319K
|
22.8K
$451K
|