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

Sea Crest Wealth Management, LLC

  • $913 Million
  • Q4 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 5,911 shares of FMB stock, worth $302,347. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,911
Previous 6,903 14.37%
Holding current value
$302,347
Previous $349,000 13.47%
% of portfolio
0.03%
Previous 0.04%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$50.75 - $51.37 $50,344 - $50,959
-992 Reduced 14.37%
5,911 $302,000
Q3 2025

Nov 13, 2025
SELL
$49.32 - $50.93 $39,456 - $40,744
-800 Reduced 10.39%
6,903 $349,000
Q2 2025

Jul 11, 2025
SELL
$49.12 - $50.93 $63,856 - $66,209
-1,300 Reduced 14.44%
7,703 $383,000
Q1 2025

Apr 11, 2025
SELL
$50.17 - $51.45 $107,564 - $110,308
-2,144 Reduced 19.23%
9,003 $453,000
Q4 2024

Jan 14, 2025
SELL
$50.62 - $52.07 $50,113 - $51,549
-990 Reduced 8.16%
11,147 $568,000
Q1 2024

Apr 18, 2024
SELL
$51.0 - $51.74 $24,072 - $24,421
-472 Reduced 3.74%
12,137 $623,000
Q4 2023

Jan 18, 2024
BUY
$48.08 - $51.69 $21,780 - $23,415
453 Added 3.73%
12,609 $651,000
Q3 2023

Oct 12, 2023
BUY
$48.81 - $50.98 $97 - $101
2 Added 0.02%
12,156 $594,000
Q2 2023

Jul 14, 2023
BUY
$49.86 - $51.44 $99 - $102
2 Added 0.02%
12,154 $615,000
Q1 2023

May 11, 2023
BUY
$50.21 - $51.59 $100 - $103
2 Added 0.02%
12,152 $619,000
Q4 2022

Feb 14, 2023
BUY
$48.2 - $50.76 $19,135 - $20,151
397 Added 3.38%
12,150 $608,000
Q3 2022

Nov 14, 2022
SELL
$48.72 - $51.97 $19,098 - $20,372
-392 Reduced 3.23%
11,753 $573,000
Q2 2022

Aug 09, 2022
SELL
$50.1 - $53.11 $77,504 - $82,161
-1,547 Reduced 11.3%
12,145 $615,000
Q1 2022

May 16, 2022
SELL
$52.95 - $56.95 $57,238 - $61,562
-1,081 Reduced 7.32%
13,692 $726,000
Q4 2021

Feb 11, 2022
SELL
$56.42 - $57.05 $91,287 - $92,306
-1,618 Reduced 9.87%
14,773 $842,000
Q1 2021

May 17, 2021
BUY
$56.08 - $57.38 $79,072 - $80,905
1,410 Added 9.41%
16,391 $925,000
Q4 2020

Feb 09, 2021
BUY
$55.3 - $56.77 $86,378 - $88,674
1,562 Added 11.64%
14,981 $850,000
Q2 2020

Jul 27, 2020
BUY
$52.19 - $55.04 $95,507 - $100,723
1,830 Added 15.79%
13,419 $738,000
Q1 2020

May 13, 2020
BUY
$49.3 - $57.28 $114,129 - $132,603
2,315 Added 24.96%
11,589 $627,000
Q4 2019

Jan 22, 2020
BUY
$55.13 - $55.99 $511,275 - $519,251
9,274 New
9,274 $515,000

Others Institutions Holding FMB

# of Institutions
318
Shares Held
31.2M
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
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email