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

323

Shares Held

30.7M

Call Options Held

0

Put Options Held

0

About FIRST TR EXCHANGE-TRADED FD II

Ticker FMB
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