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 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-26.6K- 44.8% |
$532K - $542K
|
32.8K
$649K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-28.3K- 41.68% |
$565K - $576K
|
39.5K
$783K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-34.4K- 67.48% |
$687K - $700K
|
16.6K
$328K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-52.2K- 83.89% |
$1.04M - $1.06M
|
10K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-94.1K- 34.7% |
$1.88M - $1.92M
|
177K
$3.51M
|