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 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
19+ 0.25% |
$969 - $989
|
7.5K
$384K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
101+ 0.55% |
$5.15K - $5.26K
|
18.3K
$938K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.94K- 20.73% |
$150K - $153K
|
11.2K
$575K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
21.9K+ 48.03% |
$1.12M - $1.14M
|
67.6K
$3.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-497- 34.71% |
$25.3K - $25.9K
|
935
$47.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-631- 9.44% |
$32.2K - $32.8K
|
6.05K
$310K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.88KNew |
$198K - $202K
|
3.88K
$199K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
177New |
$9.03K - $9.21K
|
177
$9.07K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.9K+ 4.99% |
$1.02M - $1.04M
|
419K
$21.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.68K- 26.91% |
$85.4K - $87.2K
|
4.55K
$233K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2.49K- 8.58% |
$127K - $129K
|
26.5K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
191New |
$9.74K - $9.94K
|
191
$9.78K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
5.89K+ 5.81% |
$300K - $306K
|
107K
$5.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
200+ 4.76% |
$10.2K - $10.4K
|
4.4K
$225K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.5K+ 5.59% |
$1.15M - $1.17M
|
426K
$21.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-700- 9.03% |
$35.7K - $36.4K
|
7.05K
$361K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-868- 0.43% |
$44.3K - $45.2K
|
203K
$10.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.99K+ 6.0% |
$101K - $103K
|
35.1K
$1.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1K- 8.65% |
$51.1K - $52.1K
|
10.6K
$542K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-969- 9.45% |
$49.4K - $50.4K
|
9.29K
$476K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
284+ 3.14% |
$14.5K - $14.8K
|
9.33K
$478K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-141- 2.82% |
$7.19K - $7.34K
|
4.85K
$249K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1K- 13.52% |
$51K - $52.1K
|
6.4K
$328K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.27% |
$204 - $208
|
1.46K
$75K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.56K- 1.54% |
$79.4K - $81K
|
99.2K
$5.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.65K+ 101.65% |
$135K - $138K
|
5.25K
$269K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.16K- 8.26% |
$59.1K - $60.3K
|
12.9K
$659K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11.9K+ 6.25% |
$605K - $618K
|
202K
$10.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.1K- 26.86% |
$311K - $317K
|
16.6K
$850K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.5KNew |
$280K - $286K
|
5.5K
$282K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
67+ 0.14% |
$3.42K - $3.49K
|
47.2K
$2.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
13.7K+ 170.06% |
$698K - $712K
|
21.7K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 8.4% |
$66.8K - $68.2K
|
14.3K
$731K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
109New |
$5.56K - $5.67K
|
109
$5.58K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
275New |
$14K - $14.3K
|
275
$14.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-39.2K- 13.48% |
$2M - $2.04M
|
252K
$12.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.21K+ 2.71% |
$61.5K - $62.8K
|
45.7K
$2.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.2K+ 14.28% |
$163K - $167K
|
25.6K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-508- 2.4% |
$25.9K - $26.4K
|
20.7K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.33K+ 3.48% |
$170K - $173K
|
99K
$5.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
214+ 2.14% |
$10.9K - $11.1K
|
10.2K
$523K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
113+ 0.29% |
$5.76K - $5.88K
|
39.5K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
569+ 1.2% |
$29K - $29.6K
|
48.2K
$2.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.75K- 11.78% |
$89K - $90.8K
|
13.1K
$669K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-68- 0.2% |
$3.47K - $3.54K
|
34.7K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.36K+ 23.69% |
$171K - $175K
|
17.5K
$899K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
9.42K+ 21.61% |
$480K - $490K
|
53K
$2.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
11+ 0.18% |
$561 - $573
|
6.26K
$320K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-39- 15.66% |
$1.99K - $2.03K
|
210
$10.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.85K+ 41.42% |
$145K - $148K
|
9.72K
$498K
|