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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-306- 0.53% |
$15.6K - $15.9K
|
57.9K
$2.97M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.12K+ 3.94% |
$108K - $110K
|
55.8K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.5K+ 14.25% |
$127K - $130K
|
20K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
23.4K+ 8.07% |
$1.19M - $1.22M
|
313K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.99K+ 42.8% |
$254K - $260K
|
16.6K
$852K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
69.2K+ 137.07% |
$3.53M - $3.6M
|
120K
$6.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
24.4KNew |
$1.24M - $1.27M
|
24.4K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.48K- 7.0% |
$126K - $129K
|
32.9K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-192K- 21.01% |
$9.79M - $10M
|
722K
$37M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-54- 0.71% |
$2.75K - $2.81K
|
7.54K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39.1K- 14.36% |
$2M - $2.04M
|
233K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
713+ 2.17% |
$36.4K - $37.1K
|
33.6K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.5KNew |
$535K - $546K
|
10.5K
$537K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.9K+ 3.06% |
$914K - $932K
|
603K
$30.9M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
30.5KNew |
$1.55M - $1.59M
|
30.5K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
194K+ 8.59% |
$9.88M - $10.1M
|
2.45M
$125M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.49K- 38.7% |
$484K - $494K
|
15K
$770K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.52K- 1.46% |
$281K - $287K
|
371K
$19M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.5K+ 36.08% |
$688K - $702K
|
50.9K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-212K- 30.75% |
$10.8M - $11M
|
477K
$24.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.4K+ 10.44% |
$838K - $855K
|
174K
$8.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
33.2K+ 20.07% |
$1.7M - $1.73M
|
199K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-5.45K- 10.1% |
$278K - $284K
|
48.5K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-33.5K- 22.28% |
$1.71M - $1.75M
|
117K
$5.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-117- 0.32% |
$5.97K - $6.09K
|
36.4K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-651- 5.73% |
$33.2K - $33.9K
|
10.7K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.55K+ 9.32% |
$232K - $237K
|
53.4K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.22K- 29.52% |
$113K - $115K
|
5.29K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.87K+ 9.29% |
$453K - $462K
|
104K
$5.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.94K- 11.6% |
$150K - $153K
|
22.4K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-215- 3.16% |
$11K - $11.2K
|
6.6K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
39.1K+ 25.79% |
$1.99M - $2.04M
|
191K
$9.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-603- 1.71% |
$30.8K - $31.4K
|
34.8K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
19.1K+ 138.15% |
$975K - $995K
|
33K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
11.4KNew |
$581K - $593K
|
11.4K
$584K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.4K+ 220.69% |
$684K - $698K
|
19.5K
$999K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-117- 1.78% |
$5.97K - $6.09K
|
6.44K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.11K+ 5.53% |
$159K - $162K
|
59.3K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.93K- 25.06% |
$98.5K - $101K
|
5.78K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
493New |
$25.1K - $25.7K
|
493
$25.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-16K- 11.78% |
$816K - $833K
|
120K
$6.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25K+ 6.31% |
$1.28M - $1.3M
|
421K
$21.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-4.25K- 29.98% |
$217K - $221K
|
9.92K
$508K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-2.31K- 7.2% |
$118K - $120K
|
29.8K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.17K+ 5.55% |
$59.7K - $60.9K
|
22.3K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
162K+ 6.92% |
$8.28M - $8.45M
|
2.51M
$128M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
7.5K+ 28.9% |
$383K - $390K
|
33.5K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-110- 0.55% |
$5.61K - $5.73K
|
19.8K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
233+ 0.21% |
$11.9K - $12.1K
|
111K
$5.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.86K- 10.49% |
$299K - $305K
|
50K
$2.56M
|