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 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
12.9KNew |
$644K - $683K
|
12.9K
$659K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
760+ 18.29% |
$38.1K - $40.4K
|
4.92K
$252K
|
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-10.1K- 59.99% |
$504K - $534K
|
6.7K
$343K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.56K- 2.01% |
$78.1K - $82.7K
|
75.9K
$3.89M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.8KClosed |
$590K - $625K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-20.1KClosed |
$1.01M - $1.07M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
10KNew |
$501K - $531K
|
10K
$512K
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-5.42KClosed |
$272K - $288K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-6.6KClosed |
$331K - $351K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-7.7KClosed |
$386K - $409K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.96K- 96.78% |
$199K - $211K
|
132
$6.76K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100Closed |
$5.01K - $5.31K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-18- 0.09% |
$902 - $956
|
19.1K
$979K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
750New |
$37.6K - $39.8K
|
750
$38.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-6.59KClosed |
$330K - $350K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.12KClosed |
$206K - $219K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-8.28KClosed |
$415K - $439K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.54KNew |
$177K - $188K
|
3.54K
$181K
|
|
| Q1 2022 | |||||||
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.37KClosed |
$496K - $533K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-3.53KClosed |
$187K - $201K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
57KNew |
$3.02M - $3.24M
|
57K
$2.92M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2KClosed |
$106K - $114K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.72KClosed |
$197K - $212K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.18KClosed |
$274K - $295K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-4.49KClosed |
$238K - $256K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-290Closed |
$15.4K - $16.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Q3 Asset Management
|
SELL
|
- |
-28.8KClosed |
$1.53M - $1.64M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-3.73KClosed |
$197K - $212K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.4KNew |
$548K - $590K
|
10.4K
$531K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.1KClosed |
$58.4K - $62.8K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-201Closed |
$10.6K - $11.4K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.78KClosed |
$147K - $158K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-14.6KClosed |
$775K - $834K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-6.77KClosed |
$358K - $385K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-3.8KClosed |
$201K - $217K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-10.6KClosed |
$561K - $603K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
7.2KNew |
$406K - $411K
|
7.2K
$369K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-403Closed |
$22.7K - $23K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-67.3KClosed |
$3.79M - $3.84M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
88New |
$4.96K - $5.02K
|
88
$4.51K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.95KClosed |
$223K - $225K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.9KClosed |
$333K - $337K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
5.6KNew |
$316K - $320K
|
5.6K
$287K
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
SELL
|
- |
-7.55KClosed |
$426K - $431K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-55.7KClosed |
$3.14M - $3.18M
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-4.65K- 24.0% |
$262K - $265K
|
14.7K
$754K
|
|
| Q3 2021 | |||||||
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.39KNew |
$306K - $312K
|
5.39K
$276K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-625Closed |
$35.5K - $36.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.44KClosed |
$81.8K - $83.3K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-4.92KClosed |
$279K - $284K
|
0
$0
|
|