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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.94K- 1.91% |
$98.3K - $101K
|
99.8K
$5.08M
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2K+ 1.64% |
$101K - $104K
|
124K
$6.33M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.74K+ 10.01% |
$189K - $195K
|
41.1K
$2.09M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.3K+ 15.05% |
$2.04M - $2.1M
|
308K
$15.7M
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.37K- 2.15% |
$69.1K - $71.1K
|
62.1K
$3.16M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.76K+ 6.42% |
$88.9K - $91.4K
|
29.1K
$1.48M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.77K- 10.44% |
$242K - $249K
|
40.9K
$2.08M
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
127KNew |
$6.44M - $6.63M
|
127K
$6.48M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.22K- 8.43% |
$112K - $116K
|
24.1K
$1.23M
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
145+ 0.89% |
$7.34K - $7.55K
|
16.4K
$836K
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-5.04K- 13.81% |
$255K - $262K
|
31.5K
$1.6M
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-120- 1.86% |
$6.07K - $6.25K
|
6.32K
$322K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.89KNew |
$248K - $255K
|
4.89K
$249K
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-386- 4.6% |
$19.5K - $20.1K
|
8K
$407K
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-359- 3.52% |
$18.2K - $18.7K
|
9.85K
$501K
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-14.6K- 29.32% |
$737K - $758K
|
35.1K
$1.79M
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.1K+ 1.14% |
$55.7K - $57.3K
|
97.4K
$4.96M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-219- 0.85% |
$11.1K - $11.4K
|
25.5K
$1.3M
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-133- 1.77% |
$6.73K - $6.93K
|
7.36K
$375K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.05KNew |
$205K - $211K
|
4.05K
$206K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-990- 8.16% |
$50.1K - $51.5K
|
11.1K
$567K
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.66K+ 51.79% |
$84.2K - $86.6K
|
4.88K
$248K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.3K+ 152.94% |
$65.8K - $67.7K
|
2.15K
$109K
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
12.9K+ 4.86% |
$654K - $673K
|
279K
$14.2M
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.82K+ 5.7% |
$143K - $147K
|
52.2K
$2.66M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
210New |
$10.6K - $10.9K
|
210
$10.7K
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.97K- 7.66% |
$201K - $207K
|
47.9K
$2.44M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
133+ 0.81% |
$6.73K - $6.93K
|
16.5K
$838K
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.32K- 20.7% |
$118K - $121K
|
8.9K
$453K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
30K+ 4.99% |
$1.52M - $1.56M
|
630K
$32.1M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
10.7K+ 27.25% |
$544K - $559K
|
50.1K
$2.55M
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
142+ 0.55% |
$7.19K - $7.39K
|
25.8K
$1.31M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-9- -0.0% |
$456 - $469
|
284K
$14.5M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.39K- 17.56% |
$70.5K - $72.5K
|
6.54K
$333K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$50.6 - $52.1
|
22.3K
$1.13M
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
11.4K+ 12.31% |
$578K - $595K
|
104K
$5.3M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-22.8K- 9.04% |
$1.15M - $1.19M
|
229K
$11.7M
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-13.3K- 35.04% |
$672K - $691K
|
24.6K
$1.25M
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.46K+ 2.77% |
$125K - $128K
|
91.3K
$4.65M
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25K+ 6.31% |
$1.28M - $1.3M
|
421K
$21.4M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.49K- 8.91% |
$75.8K - $77.3K
|
15.2K
$773K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
76.9KNew |
$3.92M - $4M
|
76.9K
$3.91M
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-30- 0.06% |
$1.53K - $1.56K
|
54.5K
$2.77M
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
7.71KNew |
$393K - $401K
|
7.71K
$392K
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.61K+ 14.77% |
$235K - $240K
|
35.8K
$1.82M
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-791- 8.87% |
$40.3K - $41.2K
|
8.13K
$414K
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
527+ 0.83% |
$26.9K - $27.4K
|
64.2K
$3.27M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.62K- 11.18% |
$134K - $136K
|
20.8K
$1.06M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
154+ 17.87% |
$7.85K - $8.02K
|
1.02K
$51.7K
|