Wealth Management Resources, Inc. First Tr Exchange Traded Fd Ii Transaction History

Wealth Management Resources, Inc.

$276 Million
Q1 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	SELL	$51.0 - $52.05 $88,995 - $90,827	-1,745 Reduced 11.78%	13,062 $678,000
Q2 2024 Jul 17, 2024	SELL	$50.47 - $51.43 $1.48 Million - $1.51 Million	-29,292 Reduced 66.42%	14,807 $756,000
Q1 2024 Apr 19, 2024	SELL	$51.0 - $51.74 $1.89 Million - $1.92 Million	-37,022 Reduced 45.64%	44,099 $2.26 Million
Q4 2023 Jan 19, 2024	SELL	$48.08 - $51.69 $4,038 - $4,341	-84 Reduced 0.1%	81,121 $4.19 Million
Q3 2023 Oct 24, 2023	BUY	$48.81 - $50.98 $1.42 Million - $1.48 Million	29,058 Added 55.72%	81,205 $3.97 Million
Q1 2023 Apr 10, 2023	BUY	$50.21 - $51.59 $150,077 - $154,202	2,989 Added 6.08%	52,147 $2.66 Million
Q4 2022 Jan 17, 2023	BUY	$48.2 - $50.76 $79,337 - $83,550	1,646 Added 3.46%	49,158 $0
Q3 2022 Oct 13, 2022	BUY	$48.72 - $51.97 $18,757 - $20,008	385 Added 0.82%	47,512 $2.31 Million
Q2 2022 Jul 22, 2022	SELL	$50.1 - $53.11 $735,167 - $779,336	-14,674 Reduced 23.74%	47,127 $2.39 Million
Q1 2022 Apr 20, 2022	SELL	$52.95 - $56.95 $672,782 - $723,606	-12,706 Reduced 17.05%	61,801 $3.28 Million
Q4 2021 Feb 10, 2022	BUY	$56.42 - $57.05 $4.2 Million - $4.25 Million	74,507 New	74,507 $4.25 Million

Others Institutions Holding FMB

# of Institutions

327

Shares Held

32.8M

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 Wealth Management Resources, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Resources, Inc. with notifications on news.