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 |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-20- 66.67% |
$982 - $1.02K
|
10
$511
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.25K- 10.95% |
$209K - $216K
|
34.5K
$1.77M
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.02% |
$98.2 - $102
|
8.19K
$419K
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
68.1K+ 396.14% |
$3.34M - $3.47M
|
85.3K
$4.36M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1K- 11.79% |
$49.1K - $50.9K
|
7.49K
$383K
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
62.5K+ 9.62% |
$3.07M - $3.18M
|
712K
$36.4M
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-315- 3.56% |
$15.5K - $16K
|
8.54K
$436K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.28K- 5.34% |
$62.9K - $65.2K
|
22.7K
$1.16M
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-53- 0.73% |
$2.6K - $2.7K
|
7.17K
$367K
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.21K+ 4.28% |
$109K - $113K
|
53.9K
$2.75M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$49.1 - $50.9
|
8.72K
$445K
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-4.46K- 10.39% |
$219K - $227K
|
38.5K
$1.97M
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
22+ 0.47% |
$1.08K - $1.12K
|
4.68K
$239K
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
588+ 1.02% |
$28.9K - $29.9K
|
58.2K
$2.98M
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.06K- 3.41% |
$51.9K - $53.8K
|
30K
$1.53M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.1K- 55.25% |
$692K - $718K
|
11.4K
$583K
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-8- 0.92% |
$393 - $407
|
860
$44K
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
92New |
$4.52K - $4.69K
|
92
$4.7K
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
716+ 3.34% |
$35.2K - $36.5K
|
22.1K
$1.13M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.22KNew |
$404K - $419K
|
8.22K
$420K
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
25+ 0.55% |
$1.23K - $1.27K
|
4.56K
$233K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
44.4K+ 13.56% |
$2.18M - $2.26M
|
371K
$19M
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.4K+ 1.61% |
$167K - $173K
|
214K
$11M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.28% |
$49.1 - $50.9
|
79
$4.04K
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-124K- 45.39% |
$6.08M - $6.3M
|
149K
$7.61M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.6K+ 4.55% |
$720K - $746K
|
337K
$17.2M
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-9.06K- 64.06% |
$445K - $462K
|
5.09K
$260K
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
362+ 0.29% |
$17.8K - $18.4K
|
125K
$6.37M
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
6.33K+ 10.49% |
$311K - $322K
|
66.7K
$3.41M
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-2.91K- 13.06% |
$143K - $148K
|
19.4K
$991K
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
46+ 0.54% |
$2.26K - $2.34K
|
8.61K
$440K
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
7.24K+ 27.06% |
$356K - $369K
|
34K
$1.74M
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-186- 0.2% |
$9.14K - $9.47K
|
94.4K
$4.83M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.31K- 10.95% |
$64.2K - $66.6K
|
10.6K
$543K
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
2.03K+ 4.05% |
$99.8K - $103K
|
52.1K
$2.66M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-6.64K- 21.64% |
$326K - $338K
|
24.1K
$1.23M
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.5K+ 7.14% |
$73.7K - $76.4K
|
22.5K
$1.15M
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
8.8KNew |
$432K - $448K
|
8.8K
$450K
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
420+ 0.75% |
$20.6K - $21.4K
|
56.1K
$2.87M
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-100- 0.8% |
$4.91K - $5.09K
|
12.3K
$631K
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-152- 1.29% |
$7.47K - $7.74K
|
11.6K
$594K
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.3K- 14.44% |
$63.9K - $66.2K
|
7.7K
$394K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
402+ 18.7% |
$19.7K - $20.5K
|
2.55K
$130K
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-3.2K- 40.9% |
$157K - $163K
|
4.63K
$236K
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
110+ 0.49% |
$5.4K - $5.6K
|
22.8K
$1.16M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.87K- 11.87% |
$141K - $146K
|
21.3K
$1.09M
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
500+ 11.33% |
$24.6K - $25.5K
|
4.91K
$251K
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
501+ 1.83% |
$24.6K - $25.5K
|
27.9K
$1.43M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-143- 1.71% |
$7.02K - $7.28K
|
8.21K
$419K
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.03K+ 2.09% |
$50.7K - $52.6K
|
50.6K
$2.58M
|