Sequoia Financial Advisors, LLC First Tr Exchange Traded Fd Ii Transaction History

Sequoia Financial Advisors, LLC

$18.2 Billion
Q2 2025

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	SELL	$49.12 - $50.93 $1.3 Million - $1.35 Million	-26,454 Reduced 10.42%	227,364 $11.3 Million
Q1 2025 Apr 23, 2025	SELL	$50.17 - $51.45 $2.96 Million - $3.03 Million	-58,954 Reduced 18.85%	253,818 $12.8 Million
Q4 2024 Aug 08, 2025	BUY	$50.62 - $52.07 $4.32 Million - $4.45 Million	85,408 Added 37.56%	312,772 $16 Million
Q4 2024 Feb 07, 2025	SELL	$50.62 - $52.07 $2.12 Million - $2.18 Million	-41,823 Reduced 11.79%	312,772 $16 Million
Q3 2024 Oct 21, 2024	SELL	$51.0 - $52.05 $34.2 Million - $34.9 Million	-670,122 Reduced 65.4%	354,595 $18.4 Million
Q2 2024 Jul 15, 2024	BUY	$50.47 - $51.43 $1.88 Million - $1.91 Million	37,199 Added 3.77%	1,024,717 $52.3 Million
Q1 2024 Apr 30, 2024	BUY	$51.0 - $51.74 $4.29 Million - $4.35 Million	84,095 Added 9.31%	987,518 $50.7 Million
Q4 2023 Jan 25, 2024	BUY	$48.08 - $51.69 $7.52 Million - $8.09 Million	156,465 Added 20.95%	903,423 $46.7 Million
Q3 2023 Nov 08, 2023	BUY	$48.81 - $50.98 $131,738 - $137,595	2,699 Added 0.36%	746,958 $36.5 Million
Q2 2023 Aug 08, 2023	SELL	$49.86 - $51.44 $466,240 - $481,015	-9,351 Reduced 1.24%	744,259 $37.7 Million
Q1 2023 Apr 24, 2023	BUY	$50.21 - $51.59 $2.6 Million - $2.67 Million	51,762 Added 7.38%	753,610 $38.4 Million
Q4 2022 Feb 10, 2023	SELL	$48.2 - $50.76 $18,508 - $19,491	-384 Reduced 0.05%	701,848 $35.2 Million
Q4 2022 Jan 17, 2023	BUY	$48.2 - $50.76 $5.85 Million - $6.16 Million	121,291 Added 20.88%	702,232 $0
Q3 2022 Oct 26, 2022	BUY	$48.72 - $51.97 $1.15 Million - $1.23 Million	23,578 Added 4.23%	580,941 $28.3 Million
Q2 2022 Jul 22, 2022	BUY	$50.1 - $53.11 $3.38 Million - $3.59 Million	67,513 Added 13.78%	557,363 $28.2 Million
Q1 2022 May 13, 2022	BUY	$52.95 - $56.95 $25.2 Million - $27.1 Million	476,427 Added 3549.33%	489,850 $26 Million
Q4 2021 Feb 11, 2022	BUY	$56.42 - $57.05 $757,325 - $765,782	13,423 New	13,423 $765,000

Others Institutions Holding FMB

# of Institutions

325

Shares Held

31M

Call Options Held

0

Put Options Held

0

About FIRST TR EXCHANGE-TRADED FD II

Ticker FMB
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.