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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
89+ 0.38% |
$4.39K - $4.53K
|
23.7K
$1.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-151- 0.98% |
$7.45K - $7.69K
|
15.3K
$784K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.96K+ 42.97% |
$96.5K - $99.6K
|
6.51K
$333K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-10.3K- 98.26% |
$508K - $525K
|
182
$9.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.43K- 5.86% |
$70.3K - $72.6K
|
22.9K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-5.27K- 4.53% |
$260K - $268K
|
111K
$5.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
4.66K+ 49.61% |
$230K - $237K
|
14.1K
$719K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-516- 5.79% |
$25.4K - $26.3K
|
8.4K
$429K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 33.92% |
$79.4K - $82K
|
6.36K
$325K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
20.4K+ 19.09% |
$1M - $1.04M
|
127K
$6.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
35+ 0.19% |
$1.73K - $1.78K
|
18.5K
$945K
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-8.25K- 18.21% |
$407K - $420K
|
37K
$1.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
474+ 18.39% |
$23.4K - $24.1K
|
3.05K
$156K
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
BUY
|
- |
23+ 0.17% |
$1.13K - $1.17K
|
13.7K
$702K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
971+ 7.68% |
$47.9K - $49.5K
|
13.6K
$696K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-13K- 15.82% |
$642K - $663K
|
69.3K
$3.54M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-395- 5.85% |
$19.5K - $20.1K
|
6.36K
$325K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-19.1K- 28.6% |
$940K - $971K
|
47.6K
$2.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.58K+ 14.09% |
$177K - $182K
|
29K
$1.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.94K+ 31.7% |
$391K - $404K
|
33K
$1.68M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-32.2K- 76.2% |
$1.59M - $1.64M
|
10K
$514K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
6.45KNew |
$318K - $329K
|
6.45K
$330K
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-1.46K- 8.94% |
$72K - $74.4K
|
14.9K
$760K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.85K- 14.92% |
$141K - $145K
|
16.2K
$830K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-338- 1.38% |
$16.7K - $17.2K
|
24.2K
$1.24M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.17K+ 7.18% |
$206K - $212K
|
62.2K
$3.18M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.73K- 3.69% |
$85.2K - $88K
|
45.1K
$2.31M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
468+ 2.81% |
$23.1K - $23.8K
|
17.1K
$876K
|
|
| Q2 2025 | |||||||
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
17.4KNew |
$856K - $888K
|
17.4K
$891K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.2K+ 7.41% |
$1.53M - $1.59M
|
453K
$23.1M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
551New |
$27.1K - $28.1K
|
551
$28.2K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
532New |
$26.1K - $27.1K
|
532
$27.2K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-48.7K- 79.9% |
$2.39M - $2.48M
|
12.3K
$626K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.77K- 17.11% |
$185K - $192K
|
18.3K
$935K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
46+ 0.86% |
$2.26K - $2.34K
|
5.38K
$275K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.56K+ 200.0% |
$420K - $436K
|
12.8K
$656K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.62K+ 1.84% |
$79.5K - $82.4K
|
89.4K
$4.57M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
80K+ 2.68% |
$3.93M - $4.07M
|
3.06M
$156M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.3K+ 19.58% |
$554K - $574K
|
68.8K
$3.52M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.19KNew |
$255K - $264K
|
5.19K
$265K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
117+ 0.09% |
$5.75K - $5.96K
|
129K
$6.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
78.6KNew |
$3.86M - $4M
|
78.6K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 10.12% |
$57.1K - $59.2K
|
12.6K
$646K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.2KNew |
$794K - $823K
|
16.2K
$826K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
275+ 1.44% |
$13.5K - $14K
|
19.3K
$987K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-94.4K- 3.52% |
$4.64M - $4.81M
|
2.59M
$132M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
4.6KNew |
$226K - $234K
|
4.6K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
937+ 2.29% |
$46K - $47.7K
|
41.8K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6.67K+ 3.24% |
$328K - $340K
|
212K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.1K- 2.69% |
$152K - $158K
|
112K
$5.74M
|
|