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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-270- 0.87% |
$13K - $13.7K
|
30.8K
$1.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
488+ 2.99% |
$23.5K - $24.8K
|
16.8K
$860K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
28New |
$1.35K - $1.42K
|
28
$1.43K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.1KNew |
$537K - $565K
|
11.1K
$570K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
7.53KNew |
$363K - $382K
|
7.53K
$386K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-6.37K- 17.75% |
$307K - $323K
|
29.5K
$1.51M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-150- 3.53% |
$7.23K - $7.61K
|
4.1K
$210K
|
|
| Q3 2022 | |||||||
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.83KNew |
$89K - $94.9K
|
1.83K
$93.6K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-4.02KClosed |
$196K - $209K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
52New |
$2.53K - $2.7K
|
52
$2.66K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
5+ 0.11% |
$244 - $260
|
4.42K
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.67% |
$390 - $416
|
1.2K
$61.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-19.4K- 41.35% |
$945K - $1.01M
|
27.5K
$1.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.11K- 11.8% |
$54.1K - $57.7K
|
8.3K
$425K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
850+ 9.55% |
$41.4K - $44.2K
|
9.75K
$499K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-33- 68.75% |
$1.61K - $1.72K
|
15
$768
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
51.1KNew |
$2.49M - $2.65M
|
51.1K
$2.62M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.71KNew |
$83.3K - $88.8K
|
1.71K
$87.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.01K- 15.81% |
$97.8K - $104K
|
10.7K
$548K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
217+ 51.79% |
$10.6K - $11.3K
|
636
$32.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
22K+ 86.35% |
$1.07M - $1.14M
|
47.5K
$2.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.8KNew |
$234K - $249K
|
4.8K
$246K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
361New |
$17.6K - $18.8K
|
361
$18.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-2.64K- 1.82% |
$128K - $137K
|
142K
$7.29M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-10.3KClosed |
$500K - $534K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-10.6K- 56.56% |
$518K - $553K
|
8.17K
$418K
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
120K+ 333.67% |
$5.84M - $6.23M
|
156K
$7.98M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-160- 31.37% |
$7.8K - $8.32K
|
350
$17.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.49KNew |
$72.7K - $77.6K
|
1.49K
$76.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-768Closed |
$37.4K - $39.9K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-27.8K- 78.74% |
$1.35M - $1.44M
|
7.5K
$384K
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-3.7K- 15.84% |
$180K - $192K
|
19.6K
$1.01M
|
|
| Q2 2022 | |||||||
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.34KClosed |
$267K - $283K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-14.9KClosed |
$747K - $792K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
8.56K+ 158.56% |
$429K - $454K
|
14K
$715K
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-42.5KClosed |
$2.13M - $2.26M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-22.1KClosed |
$1.11M - $1.17M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-28.2KClosed |
$1.41M - $1.5M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-750Closed |
$37.6K - $39.8K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-334Closed |
$16.7K - $17.7K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.17K- 41.35% |
$209K - $221K
|
5.91K
$303K
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-136KClosed |
$6.79M - $7.2M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.84KNew |
$243K - $257K
|
4.84K
$248K
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-5.14KClosed |
$258K - $273K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-15Closed |
$752 - $797
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
252+ 35.0% |
$12.6K - $13.4K
|
972
$49.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-982- 99.8% |
$49.2K - $52.2K
|
2
$102
|
|
|
Aug 04, 2022
Q2 2022
|
Robinson Capital Management, LLC
|
SELL
|
- |
-100Closed |
$5.01K - $5.31K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-18.5K- 50.97% |
$926K - $982K
|
17.8K
$911K
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.3K- 23.01% |
$64.9K - $68.8K
|
4.33K
$222K
|
|