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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.06K- 14.71% |
$54K - $55.1K
|
6.13K
$314K
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
2.43K+ 23.12% |
$124K - $126K
|
12.9K
$662K
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.14K- 6.78% |
$160K - $164K
|
43.2K
$2.21M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-15- 0.04% |
$765 - $781
|
34K
$1.74M
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
115+ 0.51% |
$5.87K - $5.99K
|
22.5K
$1.15M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.01% |
$204 - $208
|
30.4K
$1.56M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-335- 1.29% |
$17.1K - $17.4K
|
25.7K
$1.32M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.81KNew |
$347K - $354K
|
6.81K
$349K
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.17K+ 1.8% |
$59.5K - $60.7K
|
66K
$3.38M
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.33K- 16.72% |
$67.8K - $69.2K
|
6.62K
$339K
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
4.32KNew |
$220K - $225K
|
4.32K
$221K
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-233- 2.58% |
$11.9K - $12.1K
|
8.82K
$452K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.21K+ 7.16% |
$113K - $115K
|
33.1K
$1.7M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.5K+ 5.73% |
$741K - $756K
|
268K
$13.7M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
124K+ 96.87% |
$6.32M - $6.45M
|
252K
$12.9M
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-213- 0.63% |
$10.9K - $11.1K
|
33.3K
$1.71M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.03K+ 11.4% |
$52.6K - $53.7K
|
10.1K
$516K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
32+ 1.05% |
$1.63K - $1.67K
|
3.08K
$158K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.32K+ 316.12% |
$322K - $329K
|
8.31K
$426K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.36K- 10.13% |
$69.2K - $70.6K
|
12K
$617K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
702+ 2.19% |
$35.8K - $36.5K
|
32.8K
$1.68M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
5.5K+ 17.2% |
$281K - $286K
|
37.5K
$1.92M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-633- 2.51% |
$32.3K - $32.9K
|
24.6K
$1.26M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23+ 0.06% |
$1.17K - $1.2K
|
37.4K
$1.91M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.84K- 1.66% |
$93.9K - $95.9K
|
109K
$5.59M
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
5.92K+ 20.53% |
$302K - $308K
|
34.7K
$1.78M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.01% |
$51 - $52.1
|
8.13K
$416K
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
12.6K+ 130.86% |
$644K - $657K
|
22.3K
$1.14M
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
44+ 0.21% |
$2.24K - $2.29K
|
21.4K
$1.09M
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.56K+ 19.23% |
$79.6K - $81.2K
|
9.67K
$495K
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-232- 1.26% |
$11.8K - $12.1K
|
18.2K
$931K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.92K- 16.55% |
$149K - $152K
|
14.7K
$753K
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-123- 1.93% |
$6.27K - $6.4K
|
6.25K
$320K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.62K- 6.77% |
$82.4K - $84.1K
|
22.3K
$1.14M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.22K- 10.68% |
$266K - $272K
|
43.7K
$2.24M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
112K+ 5096.0% |
$5.71M - $5.83M
|
114K
$5.85M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.68K- 4.24% |
$341K - $348K
|
151K
$7.72M
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.93K- 20.7% |
$98.3K - $100K
|
7.38K
$378K
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
4.6K+ 5.02% |
$235K - $239K
|
96.3K
$4.93M
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
15.3KNew |
$780K - $796K
|
15.3K
$784K
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.48K- 3.22% |
$75.4K - $76.9K
|
44.4K
$2.28M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.84K+ 63.95% |
$247K - $252K
|
12.4K
$636K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
101+ 12.78% |
$5.15K - $5.26K
|
891
$45.6K
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
34+ 0.81% |
$1.73K - $1.77K
|
4.23K
$217K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
32.4K+ 12.87% |
$1.65M - $1.69M
|
284K
$14.6M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-670K- 65.4% |
$34.2M - $34.9M
|
355K
$18.2M
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-17.4K- 59.66% |
$889K - $907K
|
11.8K
$604K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-491- 6.18% |
$25K - $25.6K
|
7.45K
$382K
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.07K+ 2.22% |
$54.7K - $55.8K
|
49.4K
$2.53M
|