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 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.02% |
$295 - $306
|
24.5K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 0.76% |
$147 - $153
|
399
$19.9K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-463- 8.89% |
$22.7K - $23.6K
|
4.75K
$237K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.12K- 19.8% |
$55.2K - $57.2K
|
4.55K
$227K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.98K- 9.71% |
$97.1K - $101K
|
18.4K
$917K
|
|
| Q1 2025 | |||||||
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
1.05K+ 20.42% |
$52.9K - $54.2K
|
6.22K
$310K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
120+ 0.29% |
$6.02K - $6.17K
|
40.9K
$2.04M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
108New |
$5.42K - $5.56K
|
108
$5.39K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.04K- 14.78% |
$152K - $156K
|
17.5K
$873K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.45K+ 7.41% |
$324K - $332K
|
93.5K
$4.66M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.56K- 66.67% |
$429K - $440K
|
4.28K
$213K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9K- 27.31% |
$452K - $463K
|
24K
$1.19M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.15KNew |
$57.8K - $59.3K
|
1.15K
$57.5K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.59K+ 9.05% |
$79.9K - $82K
|
19.2K
$957K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
205+ 1.38% |
$10.3K - $10.5K
|
15K
$749K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
54.9KNew |
$2.76M - $2.83M
|
54.9K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
41+ 0.82% |
$2.06K - $2.11K
|
5.04K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
122K+ 7.07% |
$6.14M - $6.3M
|
1.85M
$92.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-161K- 5.12% |
$8.06M - $8.26M
|
2.98M
$149M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-109- 1.13% |
$5.47K - $5.61K
|
9.56K
$477K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
143K+ 45.59% |
$7.16M - $7.34M
|
456K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.2K- 14.27% |
$511K - $524K
|
61.3K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22.4K- 52.37% |
$1.12M - $1.15M
|
20.4K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.57K- 13.93% |
$179K - $184K
|
22.1K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.2K- 33.85% |
$361K - $371K
|
14.1K
$702K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
143+ 1.26% |
$7.17K - $7.36K
|
11.5K
$573K
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-628- 1.31% |
$31.5K - $32.3K
|
47.3K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.6K- 15.73% |
$130K - $134K
|
13.9K
$695K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-977- 10.52% |
$49K - $50.3K
|
8.31K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
382K+ 7884.85% |
$19.2M - $19.7M
|
387K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.37K- 0.91% |
$68.7K - $70.5K
|
149K
$7.42M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.5KNew |
$527K - $540K
|
10.5K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-53- 0.22% |
$2.66K - $2.73K
|
23.6K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-31.4K- 72.72% |
$1.57M - $1.61M
|
11.8K
$587K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.66K- 17.93% |
$83.2K - $85.4K
|
7.59K
$379K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.59K- 27.45% |
$79.7K - $81.8K
|
4.2K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 1.48% |
$55K - $56.4K
|
75K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.65K- 5.11% |
$83K - $85.1K
|
30.7K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.53K+ 1.4% |
$428K - $439K
|
620K
$30.9M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-14.1K- 24.58% |
$706K - $724K
|
43.2K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-130- 2.06% |
$6.52K - $6.69K
|
6.19K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.65% |
$100 - $103
|
312
$15.6K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.5K+ 7.81% |
$677K - $694K
|
186K
$9.28M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.9K- 6.29% |
$699K - $716K
|
208K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26- 0.46% |
$1.3K - $1.34K
|
5.64K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.19K- 0.25% |
$59.6K - $61.1K
|
465K
$23.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.7K- 14.83% |
$1.44M - $1.48M
|
165K
$8.23M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.11KNew |
$407K - $417K
|
8.11K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
282+ 0.14% |
$14.1K - $14.5K
|
206K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
12.8K+ 6.46% |
$641K - $657K
|
211K
$10.5M
|
|