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 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
111+ 0.7% |
$5.45K - $5.65K
|
16K
$817K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
474+ 1.24% |
$23.3K - $24.1K
|
38.6K
$1.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
6.57K+ 5.63% |
$323K - $335K
|
123K
$6.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.1K+ 4.75% |
$152K - $158K
|
68.4K
$3.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-11.6K- 66.19% |
$570K - $591K
|
5.93K
$303K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
342+ 2.67% |
$16.8K - $17.4K
|
13.1K
$672K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
216+ 1.92% |
$10.6K - $11K
|
11.5K
$585K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-489- 0.69% |
$24K - $24.9K
|
70.6K
$3.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
848+ 4.88% |
$41.7K - $43.2K
|
18.2K
$932K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-60.4K- 52.33% |
$2.97M - $3.08M
|
55K
$2.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-3.65K- 23.83% |
$179K - $186K
|
11.7K
$596K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-200- 2.84% |
$9.82K - $10.2K
|
6.85K
$350K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
66New |
$3.24K - $3.36K
|
66
$3.37K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-10.6K- 36.96% |
$523K - $542K
|
18.2K
$928K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-9.66K- 12.79% |
$474K - $492K
|
65.9K
$3.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-6.96K- 3.57% |
$342K - $354K
|
188K
$9.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
180New |
$8.84K - $9.17K
|
180
$9.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-122K- 37.94% |
$6.01M - $6.24M
|
200K
$10.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-610- 10.2% |
$30K - $31.1K
|
5.37K
$275K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-12.2K- 8.23% |
$601K - $624K
|
137K
$6.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-1.31K- 8.76% |
$64.3K - $66.7K
|
13.6K
$697K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-55.4K- 13.73% |
$2.72M - $2.82M
|
348K
$17.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.49K+ 41.98% |
$171K - $178K
|
11.8K
$603K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 1.11% |
$98.2 - $102
|
182
$9.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-969- 5.0% |
$47.6K - $49.4K
|
18.4K
$940K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-302- 0.96% |
$14.8K - $15.4K
|
31.2K
$1.59M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.73K- 5.55% |
$134K - $139K
|
46.3K
$2.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.77K- 5.59% |
$87.1K - $90.3K
|
29.9K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 20.74% |
$70.4K - $73K
|
5.48K
$280K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.57K+ 5.12% |
$77.2K - $80.1K
|
32.3K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-228- 1.7% |
$11.2K - $11.6K
|
13.2K
$674K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.46K- 19.88% |
$219K - $227K
|
18K
$918K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
491+ 8.28% |
$24.1K - $25K
|
6.42K
$328K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
14.9K+ 35.04% |
$734K - $761K
|
57.6K
$2.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.26K- 20.51% |
$209K - $217K
|
16.5K
$845K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-119- 0.97% |
$5.85K - $6.06K
|
12.2K
$623K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.56K- 6.39% |
$126K - $131K
|
37.6K
$1.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.67K+ 19.65% |
$180K - $187K
|
22.3K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-22.1K- 31.92% |
$1.08M - $1.12M
|
47.1K
$2.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-142- 2.64% |
$6.98K - $7.23K
|
5.23K
$267K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
24+ 0.56% |
$1.18K - $1.22K
|
4.31K
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-870- 0.98% |
$42.7K - $44.3K
|
88.1K
$4.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
1.7K+ 5.08% |
$83.5K - $86.6K
|
35.2K
$1.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.9KNew |
$437K - $453K
|
8.9K
$455K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.13K+ 8.51% |
$55.4K - $57.4K
|
14.4K
$735K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.93K- 4.99% |
$94.9K - $98.3K
|
36.8K
$1.88M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
119+ 0.76% |
$5.85K - $6.06K
|
15.8K
$809K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.32K- 2.84% |
$114K - $118K
|
79.4K
$4.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-319- 4.58% |
$15.7K - $16.2K
|
6.65K
$340K
|