Modern Wealth Management, LLC First Tr Exchange Traded Fd Ii Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Modern Wealth Management, LLC holds 41,822 shares of FMB stock, worth $2.14 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
41,822
Previous 40,885 2.29%
Holding current value
$2.14 Million
Previous $2.06 Million 1.07%
% of portfolio
0.06%
Previous 0.07%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$49.12 - $50.93 $46,025 - $47,721
937 Added 2.29%
41,822 $2.08 Million
Q1 2025

May 30, 2025
BUY
$50.17 - $51.45 $6,020 - $6,174
120 Added 0.29%
40,885 $2.06 Million
Q1 2025

May 15, 2025
BUY
$50.17 - $51.45 $102,447 - $105,060
2,042 Added 5.27%
40,765 $2.06 Billion
Q4 2024

May 30, 2025
SELL
$50.62 - $52.07 $97,544 - $100,338
-1,927 Reduced 4.73%
38,838 $1.98 Million
Q4 2024

May 29, 2025
SELL
$50.62 - $52.07 $97,544 - $100,338
-1,927 Reduced 4.73%
38,838 $1.98 Million
Q4 2024

Feb 11, 2025
BUY
$50.62 - $52.07 $183,244 - $188,493
3,620 Added 10.31%
38,723 $1.99 Billion
Q3 2024

May 30, 2025
SELL
$51.0 - $52.05 $303,552 - $309,801
-5,952 Reduced 14.6%
34,813 $1.81 Million
Q3 2024

May 29, 2025
SELL
$51.0 - $52.05 $303,552 - $309,801
-5,952 Reduced 14.6%
34,813 $1.81 Million
Q3 2024

Nov 05, 2024
BUY
$51.0 - $52.05 $101,286 - $103,371
1,986 Added 6.0%
35,103 $1.82 Billion
Q2 2024

May 29, 2025
SELL
$50.47 - $51.43 $385,994 - $393,336
-7,648 Reduced 18.76%
33,117 $1.69 Million
Q2 2024

Aug 07, 2024
BUY
$50.47 - $51.43 $50,217 - $51,172
995 Added 3.1%
33,117 $1.69 Billion
Q1 2024

May 28, 2025
SELL
$51.0 - $51.74 $272,034 - $275,981
-5,334 Reduced 13.08%
35,431 $1.82 Billion
Q1 2024

May 13, 2024
SELL
$51.0 - $51.74 $87,567 - $88,837
-1,717 Reduced 5.07%
32,122 $1.64 Billion
Q4 2023

May 28, 2025
SELL
$48.08 - $51.69 $333,002 - $358,004
-6,926 Reduced 16.99%
33,839 $1.75 Billion
Q4 2023

Feb 14, 2024
BUY
$48.08 - $51.69 $1.63 Million - $1.75 Million
33,839 New
33,839 $1.75 Billion

Others Institutions Holding FMB

# of Institutions
322
Shares Held
30.9M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD II

FMB Quotes by TradingView
  • Ticker FMB
  • Sector ETFs
  • Industry ETFs
More about FMB
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