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 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.3K- 33.35% |
$63.9K - $66.3K
|
2.6K
$133K
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.95KNew |
$243K - $252K
|
4.95K
$253K
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.47K+ 0.7% |
$72.3K - $75K
|
212K
$10.8M
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19.4K+ 69.23% |
$951K - $986K
|
47.3K
$2.42M
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-11.3K- 7.99% |
$553K - $573K
|
130K
$6.62M
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-37.2K- 43.89% |
$1.83M - $1.89M
|
47.5K
$2.43M
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
185+ 2.11% |
$9.09K - $9.42K
|
8.94K
$457K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-134K- 6.12% |
$6.56M - $6.8M
|
2.05M
$105M
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
197K+ 30.84% |
$9.68M - $10M
|
836K
$42.7M
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.69K+ 3.04% |
$230K - $239K
|
159K
$8.11M
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 1.17% |
$589 - $611
|
1.04K
$53.2K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.22K- 0.93% |
$60.1K - $62.3K
|
130K
$6.64M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-126K- 54.46% |
$6.2M - $6.43M
|
106K
$5.4M
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-6.72K- 50.72% |
$330K - $342K
|
6.53K
$333K
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.25KNew |
$356K - $369K
|
7.25K
$371K
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-38- 0.61% |
$1.87K - $1.94K
|
6.15K
$314K
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
35+ 0.85% |
$1.72K - $1.78K
|
4.14K
$212K
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-20- 3.13% |
$982 - $1.02K
|
619
$31.6K
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-17- 0.29% |
$835 - $866
|
5.83K
$298K
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-503- 2.29% |
$24.7K - $25.6K
|
21.4K
$1.1M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-546- 1.65% |
$26.8K - $27.8K
|
32.6K
$1.67M
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-1.88K- 9.01% |
$92.3K - $95.7K
|
19K
$970K
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 17.35% |
$66.9K - $69.4K
|
6.49K
$332K
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.23KNew |
$306K - $317K
|
6.23K
$318K
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
177+ 1.83% |
$8.69K - $9.01K
|
9.85K
$504K
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11K- 63.1% |
$542K - $562K
|
6.46K
$330K
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11+ 0.04% |
$540 - $560
|
27.6K
$1.41M
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-298K- 93.8% |
$14.6M - $15.2M
|
19.7K
$1M
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
57+ 4.94% |
$2.8K - $2.9K
|
1.21K
$61.8K
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.21K- 6.54% |
$158K - $163K
|
45.9K
$2.34M
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-21.8K- 40.13% |
$1.07M - $1.11M
|
32.5K
$1.66M
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
245+ 0.82% |
$12K - $12.5K
|
30.3K
$1.55M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-304K- 78.67% |
$14.9M - $15.5M
|
82.5K
$4.22M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
68.9K+ 37.02% |
$3.38M - $3.51M
|
255K
$13M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.8K+ 15.16% |
$1.66M - $1.72M
|
257K
$13.1M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-492K- 79.19% |
$24.2M - $25.1M
|
129K
$6.61M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.27K+ 6.35% |
$62.5K - $64.8K
|
21.3K
$1.09M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
128K+ 29.99% |
$6.28M - $6.51M
|
554K
$28.3M
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
16.5K+ 29.15% |
$812K - $842K
|
73.3K
$3.74M
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-62.8K- 32.52% |
$3.09M - $3.2M
|
130K
$6.67M
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-10.3K- 53.27% |
$504K - $522K
|
9K
$460K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
19K+ 24.49% |
$934K - $969K
|
96.7K
$4.94M
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-7.23K- 24.62% |
$355K - $368K
|
22.1K
$1.13M
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.39K+ 42.33% |
$167K - $173K
|
11.4K
$583K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.34K+ 1.39% |
$262K - $272K
|
390K
$19.9M
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.11K- 3.92% |
$104K - $107K
|
51.8K
$2.64M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
216+ 0.35% |
$10.6K - $11K
|
61.5K
$3.14M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-566- 4.91% |
$27.8K - $28.8K
|
11K
$560K
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-27.9K- 51.61% |
$1.37M - $1.42M
|
26.1K
$1.34M
|