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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
433+ 2.33% |
$21.7K - $22.3K
|
19K
$950K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.33K+ 2.73% |
$117K - $120K
|
87.8K
$4.38M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-4.03K- 3.34% |
$202K - $207K
|
117K
$5.82M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.49K+ 3.63% |
$74.9K - $76.8K
|
42.7K
$2.13M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.06K+ 1.21% |
$53.2K - $54.5K
|
89K
$4.44M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.91K+ 2.73% |
$95.7K - $98.1K
|
71.7K
$3.57M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-474- 2.63% |
$23.8K - $24.4K
|
17.5K
$874K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
25+ 0.05% |
$1.25K - $1.29K
|
49.1K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
154+ 0.54% |
$7.73K - $7.92K
|
28.8K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-306- 2.42% |
$15.4K - $15.7K
|
12.3K
$614K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23.5K+ 22.22% |
$1.18M - $1.21M
|
129K
$6.45M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-633- 0.32% |
$31.8K - $32.6K
|
195K
$9.71M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
223+ 2.04% |
$11.2K - $11.5K
|
11.1K
$556K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11+ 0.14% |
$552 - $566
|
7.85K
$392K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78K+ 3.71% |
$3.91M - $4.01M
|
2.18M
$109M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
793+ 12.61% |
$39.8K - $40.8K
|
7.08K
$353K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
90+ 1.66% |
$4.52K - $4.63K
|
5.52K
$275K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.83K+ 49.82% |
$192K - $197K
|
11.5K
$575K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-548- 1.83% |
$27.5K - $28.2K
|
29.4K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-369- 1.65% |
$18.5K - $19K
|
21.9K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.7K+ 2.76% |
$837K - $858K
|
622K
$31M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.95K- 28.3% |
$97.7K - $100K
|
4.94K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.3K- 1.46% |
$166K - $170K
|
223K
$11.1M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
20.6K+ 17.13% |
$1.03M - $1.06M
|
141K
$7.03M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.7K+ 11.31% |
$588K - $604K
|
115K
$5.76M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.79K- 32.04% |
$140K - $144K
|
5.93K
$296K
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
982+ 1.84% |
$49.3K - $50.5K
|
54.2K
$2.71M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.1K- 9.09% |
$657K - $674K
|
131K
$6.54M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.84K- 25.47% |
$193K - $198K
|
11.2K
$561K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-705- 4.4% |
$35.4K - $36.3K
|
15.3K
$764K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-6.3K- 24.67% |
$316K - $324K
|
19.2K
$960K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.59K+ 38.7% |
$281K - $288K
|
20K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
966+ 6.55% |
$48.5K - $49.7K
|
15.7K
$784K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-112- 2.33% |
$5.62K - $5.76K
|
4.69K
$234K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
513+ 0.75% |
$25.7K - $26.4K
|
69.2K
$3.45M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
41.2K+ 14.91% |
$2.06M - $2.12M
|
317K
$15.8M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.56% |
$50.2 - $51.5
|
180
$8.98K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-592- 8.97% |
$29.7K - $30.5K
|
6.01K
$300K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.91K- 24.23% |
$96K - $98.4K
|
5.98K
$298K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
19.5K+ 55.66% |
$980K - $1.01M
|
54.6K
$2.73M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.09K- 3.74% |
$54.8K - $56.2K
|
28.1K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-80- 72.73% |
$4.01K - $4.12K
|
30
$1.5K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-207- 50.12% |
$10.4K - $10.7K
|
206
$10.3K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.9K- 4.75% |
$95.4K - $97.9K
|
38.1K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-10.2K- 9.62% |
$512K - $525K
|
95.9K
$4.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-21.8K- 75.9% |
$1.09M - $1.12M
|
6.92K
$345K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15.2K- 33.1% |
$762K - $781K
|
30.7K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
4.12K+ 7.82% |
$206K - $212K
|
56.7K
$2.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-447- 30.28% |
$22.4K - $23K
|
1.03K
$51.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
34+ 0.84% |
$1.71K - $1.75K
|
4.1K
$205K
|