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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.37K+ 3.08% |
$120K - $123K
|
79.3K
$3.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
371+ 1.13% |
$18.8K - $19.3K
|
33.2K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
2.16K+ 50.01% |
$109K - $112K
|
6.47K
$323K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-643- 54.4% |
$32.5K - $33.5K
|
539
$26.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
20+ 0.38% |
$1.01K - $1.04K
|
5.22K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-29.5K- 59.39% |
$1.49M - $1.53M
|
20.1K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.77K- 10.44% |
$242K - $249K
|
40.9K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.89KNew |
$248K - $255K
|
4.89K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.66K+ 51.79% |
$84.2K - $86.6K
|
4.88K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
210New |
$10.6K - $10.9K
|
210
$10.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.32K- 20.7% |
$118K - $121K
|
8.9K
$444K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
133+ 0.81% |
$6.73K - $6.93K
|
16.5K
$821K
|
|
| Q3 2024 | |||||||
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-598- 1.47% |
$30.5K - $31.1K
|
40.2K
$2M
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
7.71KNew |
$393K - $401K
|
7.71K
$385K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
154+ 17.87% |
$7.85K - $8.02K
|
1.02K
$50.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
568+ 64.91% |
$29K - $29.6K
|
1.44K
$72K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.7KNew |
$240K - $245K
|
4.7K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-270- 75.21% |
$13.8K - $14.1K
|
89
$4.44K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
28+ 0.45% |
$1.43K - $1.46K
|
6.22K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
28.9KNew |
$1.47M - $1.5M
|
28.9K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
7.4K+ 13.11% |
$377K - $385K
|
63.9K
$3.19M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
783+ 16.02% |
$39.9K - $40.8K
|
5.67K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.22K- 29.52% |
$113K - $115K
|
5.29K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-16K- 11.78% |
$816K - $833K
|
120K
$5.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
493New |
$25.1K - $25.7K
|
493
$24.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
11.4KNew |
$581K - $593K
|
11.4K
$568K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
191New |
$9.74K - $9.94K
|
191
$9.53K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.68K- 26.91% |
$85.4K - $87.2K
|
4.55K
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.88KNew |
$198K - $202K
|
3.88K
$193K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-700- 9.03% |
$35.7K - $36.4K
|
7.05K
$352K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
109New |
$5.56K - $5.67K
|
109
$5.44K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.5KNew |
$280K - $286K
|
5.5K
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-39- 15.66% |
$1.99K - $2.03K
|
210
$10.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.75K- 11.78% |
$89K - $90.8K
|
13.1K
$652K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
112K+ 5096.0% |
$5.71M - $5.83M
|
114K
$5.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-17.4K- 59.66% |
$889K - $907K
|
11.8K
$588K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
5New |
$255 - $260
|
5
$249
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.76K- 0.46% |
$90K - $91.8K
|
380K
$19M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.38K+ 89.46% |
$376K - $384K
|
15.6K
$780K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.6K+ 4.66% |
$1.76M - $1.8M
|
775K
$38.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.07K- 0.55% |
$54.4K - $55.5K
|
192K
$9.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
43+ 1.02% |
$2.19K - $2.24K
|
4.26K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2K- 10.87% |
$102K - $104K
|
16.4K
$818K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-66- 2.57% |
$3.37K - $3.44K
|
2.5K
$125K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-100- 2.04% |
$5.1K - $5.21K
|
4.8K
$239K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.6KNew |
$2.1M - $2.14M
|
41.6K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
7.49K+ 5.12% |
$378K - $385K
|
154K
$7.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.31KNew |
$66.3K - $67.6K
|
1.31K
$65.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.48K- 10.17% |
$74.4K - $75.9K
|
13K
$650K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
279New |
$14.1K - $14.3K
|
279
$13.9K
|
|