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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
716+ 3.34% |
$35.2K - $36.5K
|
22.1K
$1.1M
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-629- 3.9% |
$30.9K - $32K
|
15.5K
$772K
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.22KNew |
$404K - $419K
|
8.22K
$410K
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
25+ 0.55% |
$1.23K - $1.27K
|
4.56K
$228K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
44.4K+ 13.56% |
$2.18M - $2.26M
|
371K
$18.5M
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.4K+ 1.61% |
$167K - $173K
|
214K
$10.7M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.28% |
$49.1 - $50.9
|
79
$3.94K
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-124K- 45.39% |
$6.08M - $6.3M
|
149K
$7.42M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.6K+ 4.55% |
$720K - $746K
|
337K
$16.8M
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
6.33K+ 10.49% |
$311K - $322K
|
66.7K
$3.33M
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
362+ 0.29% |
$17.8K - $18.4K
|
125K
$6.22M
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
89+ 0.86% |
$4.37K - $4.53K
|
10.5K
$523K
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-9.06K- 64.06% |
$445K - $462K
|
5.09K
$254K
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
46+ 0.54% |
$2.26K - $2.34K
|
8.61K
$429K
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
7.24K+ 27.06% |
$356K - $369K
|
34K
$1.7M
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-123- 0.66% |
$6.04K - $6.26K
|
18.5K
$921K
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-308- 1.2% |
$15.1K - $15.7K
|
25.4K
$1.27M
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-186- 0.2% |
$9.14K - $9.47K
|
94.4K
$4.71M
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-2.91K- 13.06% |
$143K - $148K
|
19.4K
$967K
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-9.39K- 12.36% |
$461K - $478K
|
66.6K
$3.32M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.31K- 10.95% |
$64.2K - $66.6K
|
10.6K
$530K
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
2.03K+ 4.05% |
$99.8K - $103K
|
52.1K
$2.6M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-6.64K- 21.64% |
$326K - $338K
|
24.1K
$1.2M
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.5K+ 7.14% |
$73.7K - $76.4K
|
22.5K
$1.12M
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
8.8KNew |
$432K - $448K
|
8.8K
$439K
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
420+ 0.75% |
$20.6K - $21.4K
|
56.1K
$2.8M
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-280- 1.69% |
$13.8K - $14.3K
|
16.3K
$815K
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-12K- 9.33% |
$588K - $609K
|
116K
$5.8M
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-100- 0.8% |
$4.91K - $5.09K
|
12.3K
$616K
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-152- 1.29% |
$7.47K - $7.74K
|
11.6K
$580K
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.3K- 14.44% |
$63.9K - $66.2K
|
7.7K
$384K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
402+ 18.7% |
$19.7K - $20.5K
|
2.55K
$127K
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-3.2K- 40.9% |
$157K - $163K
|
4.63K
$231K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.94K- 77.62% |
$439K - $455K
|
2.58K
$129K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
69+ 0.29% |
$3.39K - $3.51K
|
23.6K
$1.18M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.87K- 11.87% |
$141K - $146K
|
21.3K
$1.06M
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
110+ 0.49% |
$5.4K - $5.6K
|
22.8K
$1.14M
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-517- 7.11% |
$25.4K - $26.3K
|
6.76K
$337K
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.17K- 2.44% |
$57.5K - $59.6K
|
46.9K
$2.34M
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
500+ 11.33% |
$24.6K - $25.5K
|
4.91K
$245K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
104+ 0.42% |
$5.11K - $5.3K
|
25K
$1.25M
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.17K- 3.6% |
$107K - $111K
|
58.1K
$2.9M
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
501+ 1.83% |
$24.6K - $25.5K
|
27.9K
$1.39M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-143- 1.71% |
$7.02K - $7.28K
|
8.21K
$409K
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
84+ 0.62% |
$4.13K - $4.28K
|
13.7K
$684K
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.67K- 15.37% |
$377K - $390K
|
42.2K
$2.11M
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
21.8K+ 6.64% |
$1.07M - $1.11M
|
350K
$17.4M
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-5.67K- 6.45% |
$279K - $289K
|
82.3K
$4.11M
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
80+ 0.75% |
$3.93K - $4.07K
|
10.8K
$537K
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.03K+ 2.09% |
$50.7K - $52.6K
|
50.6K
$2.52M
|