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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
11.7K+ 17.69% |
$586K - $601K
|
77.7K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
51.7KNew |
$2.59M - $2.66M
|
51.7K
$2.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.46K+ 22.79% |
$174K - $178K
|
18.7K
$931K
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-596- 7.88% |
$29.9K - $30.7K
|
6.96K
$347K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.77K- 9.13% |
$139K - $143K
|
27.6K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-88- 0.99% |
$4.41K - $4.53K
|
8.83K
$440K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-12- 0.14% |
$602 - $617
|
8.86K
$442K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.1K- 5.19% |
$1.11M - $1.14M
|
404K
$20.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-52- 0.81% |
$2.61K - $2.68K
|
6.33K
$316K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.19K- 6.51% |
$110K - $113K
|
31.5K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.86K- 9.47% |
$445K - $456K
|
84.7K
$4.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.89K- 14.31% |
$145K - $149K
|
17.3K
$864K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.5K- 13.95% |
$578K - $593K
|
71.1K
$3.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.79K+ 3.42% |
$89.6K - $91.8K
|
54K
$2.7M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.64K- 5.11% |
$132K - $136K
|
49.1K
$2.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-986- 2.4% |
$49.5K - $50.7K
|
40.1K
$2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.2K- 2.35% |
$514K - $527K
|
426K
$21.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10.8K- 1.67% |
$544K - $558K
|
639K
$31.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
5.53K+ 13.15% |
$278K - $285K
|
47.6K
$2.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9+ 0.04% |
$452 - $463
|
25.5K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.18K+ 5.13% |
$160K - $164K
|
65.3K
$3.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.72K- 7.14% |
$86.4K - $88.6K
|
22.4K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-5- 0.05% |
$251 - $257
|
9.85K
$491K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-405- 1.03% |
$20.3K - $20.8K
|
38.8K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-53.9K- 50.0% |
$2.7M - $2.77M
|
53.9K
$2.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.14KNew |
$208K - $213K
|
4.14K
$206K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.66K- 3.16% |
$134K - $137K
|
81.7K
$4.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-187- 2.52% |
$9.38K - $9.62K
|
7.23K
$360K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.29KNew |
$64.7K - $66.4K
|
1.29K
$64.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.05K- 4.01% |
$103K - $106K
|
49.1K
$2.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-327- 2.38% |
$16.4K - $16.8K
|
13.4K
$669K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-59K- 18.85% |
$2.96M - $3.03M
|
254K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.46K- 34.37% |
$174K - $178K
|
6.61K
$329K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.88K+ 18.21% |
$446K - $457K
|
57.6K
$2.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1K+ 15.63% |
$50.2K - $51.5K
|
7.4K
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-4.44K- 14.1% |
$223K - $228K
|
27K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.19K- 10.03% |
$110K - $113K
|
19.7K
$981K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.9K+ 7.28% |
$1.1M - $1.13M
|
323K
$16.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
23+ 0.54% |
$1.15K - $1.18K
|
4.29K
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-198- 2.36% |
$9.93K - $10.2K
|
8.19K
$408K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-741- 34.94% |
$37.2K - $38.1K
|
1.38K
$68.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.93K+ 8.18% |
$147K - $150K
|
38.7K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.98K- 29.79% |
$99.2K - $102K
|
4.66K
$232K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
1.53K+ 18.75% |
$76.7K - $78.6K
|
9.68K
$483K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-76- 0.42% |
$3.81K - $3.91K
|
17.8K
$890K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4KNew |
$201K - $206K
|
4K
$200K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-370- 4.81% |
$18.6K - $19K
|
7.32K
$365K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-108- 11.07% |
$5.42K - $5.56K
|
868
$43.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-20.7K- 21.51% |
$1.04M - $1.06M
|
75.5K
$3.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
15KNew |
$753K - $772K
|
15K
$748K
|