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 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
793+ 4.38% |
$40K - $40.8K
|
18.9K
$944K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
366+ 0.95% |
$18.5K - $18.8K
|
38.9K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.18KNew |
$110K - $112K
|
2.18K
$108K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.47KNew |
$377K - $384K
|
7.47K
$373K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.44K- 33.01% |
$72.8K - $74.2K
|
2.93K
$146K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.07K- 27.77% |
$104K - $106K
|
5.38K
$268K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.1KNew |
$55.5K - $56.6K
|
1.1K
$54.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.16KNew |
$260K - $265K
|
5.16K
$257K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.87K- 26.83% |
$94.5K - $96.3K
|
5.11K
$255K
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
30.9KNew |
$1.56M - $1.59M
|
30.9K
$1.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.05KNew |
$52.8K - $53.8K
|
1.05K
$52.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-700- 11.3% |
$35.3K - $36K
|
5.5K
$274K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.02K+ 13.21% |
$51.3K - $52.3K
|
8.71K
$435K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
91.7KNew |
$4.63M - $4.72M
|
91.7K
$4.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9+ 0.3% |
$454 - $463
|
3.01K
$150K
|
|
| Q1 2024 | |||||||
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
125KNew |
$6.38M - $6.48M
|
125K
$6.24M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
SELL
|
- |
-652- 7.24% |
$33.3K - $33.7K
|
8.36K
$417K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.54KNew |
$130K - $132K
|
2.54K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
95.9KNew |
$4.89M - $4.96M
|
95.9K
$4.78M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.83KNew |
$93.4K - $94.7K
|
1.83K
$91.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33.9K+ 115.49% |
$1.73M - $1.75M
|
63.3K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.11K+ 6.43% |
$465K - $471K
|
151K
$7.52M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.57K- 51.44% |
$233K - $236K
|
4.31K
$215K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-11K- 72.02% |
$563K - $571K
|
4.29K
$214K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-899- 16.97% |
$45.8K - $46.5K
|
4.4K
$219K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.04KNew |
$206K - $209K
|
4.04K
$201K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.24K- 13.1% |
$114K - $116K
|
14.9K
$741K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-569- 10.8% |
$29K - $29.4K
|
4.7K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.78KNew |
$397K - $403K
|
7.78K
$388K
|
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-50- 1.13% |
$2.55K - $2.59K
|
4.39K
$219K
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
6.64KNew |
$339K - $344K
|
6.64K
$331K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-646- 1.58% |
$32.9K - $33.4K
|
40.1K
$2M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
55+ 0.94% |
$2.81K - $2.85K
|
5.89K
$294K
|
|
| Q4 2023 | |||||||
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
86New |
$4.13K - $4.45K
|
86
$4.29K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.3K- 6.29% |
$62.5K - $67.2K
|
19.4K
$966K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
67New |
$3.22K - $3.46K
|
67
$3.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.4KNew |
$212K - $227K
|
4.4K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-26- 0.79% |
$1.25K - $1.34K
|
3.25K
$162K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.74K+ 17.69% |
$180K - $193K
|
24.9K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-13.7K- 32.39% |
$658K - $708K
|
28.6K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.93K- 77.61% |
$92.7K - $99.6K
|
556
$27.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.84K+ 85.42% |
$185K - $199K
|
8.34K
$416K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6KNew |
$288K - $310K
|
6K
$299K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.02K- 9.1% |
$97K - $104K
|
20.2K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
272New |
$13.1K - $14.1K
|
272
$13.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
9KNew |
$433K - $465K
|
9K
$449K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-580- 58.35% |
$27.9K - $30K
|
414
$20.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
521New |
$25K - $26.9K
|
521
$26K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
307+ 26.86% |
$14.8K - $15.9K
|
1.45K
$72.3K
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.13KNew |
$247K - $265K
|
5.13K
$256K
|
|