Purchases and Sales Made in Q4 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
222KNew |
$4.44M - $4.52M
|
222K
$4.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
34.9K+ 243.45% |
$698K - $712K
|
49.3K
$976K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
26.1K+ 27.61% |
$521K - $531K
|
121K
$2.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
25.2K+ 181.66% |
$503K - $513K
|
39.1K
$774K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
23.5KNew |
$469K - $478K
|
23.5K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.4K+ 122.16% |
$407K - $415K
|
37K
$734K
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
16.4K+ 30.53% |
$328K - $334K
|
70.2K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.2KNew |
$244K - $249K
|
12.2K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.5KNew |
$190K - $194K
|
9.5K
$188K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.02KNew |
$180K - $184K
|
9.02K
$179K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
8.45K+ 67.95% |
$169K - $172K
|
20.9K
$413K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
6.23K+ 155.63% |
$124K - $127K
|
10.2K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.17K+ 13.3% |
$103K - $105K
|
44.1K
$872K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.04K+ 8.19% |
$60.8K - $62K
|
40.2K
$796K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.03K+ 9.9% |
$40.6K - $41.4K
|
22.5K
$446K
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.57K+ 0.76% |
$31.4K - $32.1K
|
210K
$4.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.42KNew |
$28.4K - $28.9K
|
1.42K
$28.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.03K+ 3.08% |
$20.6K - $21K
|
34.5K
$684K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
666+ 2.21% |
$13.3K - $13.6K
|
30.8K
$610K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
550+ 1.0% |
$11K - $11.2K
|
55.7K
$1.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
485+ 3.23% |
$9.69K - $9.88K
|
15.5K
$307K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
342+ 0.69% |
$6.83K - $6.97K
|
50.3K
$995K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
169+ 0.32% |
$3.38K - $3.44K
|
52.8K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
34+ 117.24% |
$679 - $693
|
63
$1.25K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
26+ 0.04% |
$519 - $530
|
62.2K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
21New |
$420 - $428
|
21
$416
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20+ 2000.0% |
$400 - $407
|
21
$416
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-93- 47.21% |
$1.86K - $1.89K
|
104
$2.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-113- 0.99% |
$2.26K - $2.3K
|
11.3K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-142- 0.73% |
$2.84K - $2.89K
|
19.4K
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-196- 0.9% |
$3.92K - $3.99K
|
21.6K
$427K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-240- 1.92% |
$4.8K - $4.89K
|
12.3K
$243K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-389- 1.02% |
$7.77K - $7.92K
|
37.9K
$751K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-512- 16.06% |
$10.2K - $10.4K
|
2.68K
$53K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-618- 0.28% |
$12.3K - $12.6K
|
222K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-833- 7.7% |
$16.6K - $17K
|
9.98K
$198K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 8.31% |
$23.9K - $24.3K
|
13.2K
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.28K- 30.95% |
$25.6K - $26.1K
|
2.86K
$56.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.36K- 80.88% |
$27.1K - $27.7K
|
321
$6.36K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.58K- 7.51% |
$31.6K - $32.2K
|
19.5K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.93K- 1.19% |
$38.5K - $39.2K
|
160K
$3.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.98K- 12.02% |
$59.6K - $60.8K
|
21.8K
$433K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.13K- 23.08% |
$62.4K - $63.7K
|
10.4K
$206K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.25K- 98.25% |
$64.9K - $66.2K
|
58
$1.15K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.4K- 4.23% |
$68K - $69.3K
|
77K
$1.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-4.04K- 5.01% |
$80.6K - $82.2K
|
76.5K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.79K- 7.36% |
$176K - $179K
|
111K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.3K- 5.73% |
$205K - $209K
|
169K
$3.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.2K- 17.12% |
$483K - $493K
|
117K
$2.32M
|