Latest Institutional Transactions on First Tr Exchange Traded Fd Ii (FMB)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Ii (FMB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.88K- 6.95% |
$92.2K - $95.6K
|
25.1K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.15KNew |
$302K - $313K
|
6.15K
$307K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-73.6K- 14.87% |
$3.62M - $3.75M
|
422K
$21M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
1.99K+ 4.62% |
$97.8K - $101K
|
45.1K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.7K+ 15.74% |
$723K - $750K
|
108K
$5.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
45+ 0.35% |
$2.21K - $2.29K
|
12.7K
$635K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-7.68K- 45.97% |
$377K - $391K
|
9.02K
$450K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.16K- 5.78% |
$204K - $212K
|
67.8K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
7.55KNew |
$371K - $384K
|
7.55K
$376K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-28.2K- 13.56% |
$1.38M - $1.43M
|
179K
$8.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.3KNew |
$555K - $575K
|
11.3K
$563K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.86K+ 0.61% |
$140K - $146K
|
468K
$23.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6.88K- 7.0% |
$338K - $351K
|
91.5K
$4.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.56K- 8.1% |
$76.4K - $79.2K
|
17.6K
$879K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
26.1K+ 30.57% |
$1.28M - $1.33M
|
112K
$5.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
54+ 0.13% |
$2.65K - $2.75K
|
41.9K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.69K+ 45.49% |
$181K - $188K
|
11.8K
$588K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
36.1K+ 69.81% |
$1.77M - $1.84M
|
87.8K
$4.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
266+ 0.87% |
$13.1K - $13.5K
|
31K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.85K+ 5.37% |
$189K - $196K
|
75.5K
$3.76M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-18.1K- 58.36% |
$887K - $919K
|
12.9K
$642K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
1.01K+ 18.62% |
$49.4K - $51.2K
|
6.41K
$320K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.9K- 11.14% |
$241K - $250K
|
39.1K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
31+ 0.42% |
$1.52K - $1.58K
|
7.35K
$366K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.87K+ 9.92% |
$239K - $248K
|
54K
$2.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.2KNew |
$552K - $573K
|
11.2K
$561K
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-2K- 4.23% |
$98.2K - $102K
|
45.3K
$2.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.3K- 33.35% |
$63.9K - $66.3K
|
2.6K
$130K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-134K- 6.12% |
$6.56M - $6.8M
|
2.05M
$102M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.95KNew |
$243K - $252K
|
4.95K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.47K+ 0.7% |
$72.3K - $75K
|
212K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19.4K+ 69.23% |
$951K - $986K
|
47.3K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-11.3K- 7.99% |
$553K - $573K
|
130K
$6.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-37.2K- 43.89% |
$1.83M - $1.89M
|
47.5K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
185+ 2.11% |
$9.09K - $9.42K
|
8.94K
$446K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
SELL
|
- |
-1.58K- 1.82% |
$77.5K - $80.4K
|
85K
$4.24M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-126K- 54.46% |
$6.2M - $6.43M
|
106K
$5.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
197K+ 30.84% |
$9.68M - $10M
|
836K
$41.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.22K- 0.93% |
$60.1K - $62.3K
|
130K
$6.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 1.17% |
$589 - $611
|
1.04K
$51.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.69K+ 3.04% |
$230K - $239K
|
159K
$7.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-6.72K- 50.72% |
$330K - $342K
|
6.53K
$325K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.25KNew |
$356K - $369K
|
7.25K
$362K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-546- 1.65% |
$26.8K - $27.8K
|
32.6K
$1.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-20- 3.13% |
$982 - $1.02K
|
619
$30.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
35+ 0.85% |
$1.72K - $1.78K
|
4.14K
$206K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-38- 0.61% |
$1.87K - $1.94K
|
6.15K
$307K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-48.7K- 79.9% |
$2.39M - $2.48M
|
12.3K
$611K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-17- 0.29% |
$835 - $866
|
5.83K
$291K
|