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 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-52.8K- 16.88% |
$2.69M - $2.75M
|
260K
$13.3M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.76K- 0.46% |
$90K - $91.8K
|
380K
$19.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.6K+ 4.66% |
$1.76M - $1.8M
|
775K
$39.7M
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-907- 11.25% |
$46.3K - $47.2K
|
7.15K
$366K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
5New |
$255 - $260
|
5
$256
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
587New |
$29.9K - $30.6K
|
587
$30.1K
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-9.26K- 11.13% |
$472K - $482K
|
74K
$3.79M
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-370- 2.24% |
$18.9K - $19.3K
|
16.2K
$828K
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.03% |
$204 - $208
|
13.4K
$687K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.38K+ 89.46% |
$376K - $384K
|
15.6K
$801K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-302- 8.65% |
$15.4K - $15.7K
|
3.19K
$163K
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.77K- 7.06% |
$141K - $144K
|
36.5K
$1.87M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.2K+ 6.8% |
$163K - $166K
|
50.2K
$2.57M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-936- 3.06% |
$47.7K - $48.7K
|
29.6K
$1.52M
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-704- 7.75% |
$35.9K - $36.6K
|
8.39K
$429K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.81K+ 16.17% |
$194K - $198K
|
27.4K
$1.4M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-580- 5.93% |
$29.6K - $30.2K
|
9.2K
$471K
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
43+ 1.02% |
$2.19K - $2.24K
|
4.26K
$218K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.07K- 0.55% |
$54.4K - $55.5K
|
192K
$9.84M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.3K- 3.86% |
$372K - $380K
|
182K
$9.31M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
32+ 0.42% |
$1.63K - $1.67K
|
7.62K
$390K
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
18.5K+ 98.03% |
$941K - $961K
|
37.3K
$1.91M
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.82K+ 3.79% |
$92.6K - $94.5K
|
49.7K
$2.54M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-291- 0.58% |
$14.8K - $15.1K
|
49.6K
$2.54M
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2K- 10.87% |
$102K - $104K
|
16.4K
$840K
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-1.06K- 7.05% |
$54.3K - $55.4K
|
14K
$719K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.72K- 10.05% |
$496K - $506K
|
87K
$4.46M
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.42% |
$255 - $260
|
1.18K
$60.5K
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
15K+ 5.98% |
$766K - $781K
|
266K
$13.6M
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-2.14K- 4.67% |
$109K - $111K
|
43.7K
$2.24M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.25K+ 2.26% |
$115K - $117K
|
102K
$5.21M
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
970+ 22.96% |
$49.5K - $50.5K
|
5.2K
$266K
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-8.39K- 21.17% |
$428K - $437K
|
31.3K
$1.6M
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4.46K+ 12.77% |
$228K - $232K
|
39.4K
$2.02M
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
16+ 0.09% |
$816 - $833
|
18.5K
$950K
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
157+ 3.47% |
$8.01K - $8.17K
|
4.68K
$240K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.65K- 25.44% |
$84.3K - $86K
|
4.84K
$248K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-66- 2.57% |
$3.37K - $3.44K
|
2.5K
$128K
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
100+ 0.96% |
$5.1K - $5.21K
|
10.5K
$540K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-500Closed |
$25.5K - $26K
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-429- 1.6% |
$21.9K - $22.3K
|
26.4K
$1.35M
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
63+ 1.04% |
$3.21K - $3.28K
|
6.12K
$313K
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
3.21KNew |
$164K - $167K
|
3.21K
$165K
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
12.5KNew |
$638K - $651K
|
12.5K
$640K
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-4.88K- 4.73% |
$249K - $254K
|
98.2K
$5.03M
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
119+ 0.74% |
$6.07K - $6.19K
|
16.3K
$834K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
5.06K+ 47.66% |
$258K - $263K
|
15.7K
$803K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-30.7K- 33.56% |
$1.57M - $1.6M
|
60.9K
$3.12M
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-113- 1.09% |
$5.76K - $5.88K
|
10.2K
$523K
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
27+ 0.06% |
$1.38K - $1.41K
|
48.5K
$2.49M
|