Latest Institutional Purchases of First Tr Exchange Traded Fd Ii (FMB)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Ii (FMB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
110+ 0.49% |
$5.4K - $5.6K
|
22.8K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
104+ 0.42% |
$5.11K - $5.3K
|
25K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
92New |
$4.52K - $4.69K
|
92
$4.59K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
89+ 0.86% |
$4.37K - $4.53K
|
10.5K
$523K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
85+ 0.96% |
$4.18K - $4.33K
|
8.91K
$444K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
84+ 0.62% |
$4.13K - $4.28K
|
13.7K
$684K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
80+ 0.75% |
$3.93K - $4.07K
|
10.8K
$537K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
69+ 0.29% |
$3.39K - $3.51K
|
23.6K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
66New |
$3.24K - $3.36K
|
66
$3.29K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
57+ 4.94% |
$2.8K - $2.9K
|
1.21K
$60.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
54+ 0.13% |
$2.65K - $2.75K
|
41.9K
$2.09M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
46+ 0.86% |
$2.26K - $2.34K
|
5.38K
$268K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
46+ 0.54% |
$2.26K - $2.34K
|
8.61K
$429K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
45+ 0.35% |
$2.21K - $2.29K
|
12.7K
$635K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
44+ 0.87% |
$2.16K - $2.24K
|
5.08K
$253K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
35+ 0.85% |
$1.72K - $1.78K
|
4.14K
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
31+ 0.42% |
$1.52K - $1.58K
|
7.35K
$366K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
25+ 0.55% |
$1.23K - $1.27K
|
4.56K
$228K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
24+ 0.56% |
$1.18K - $1.22K
|
4.31K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
22+ 0.47% |
$1.08K - $1.12K
|
4.68K
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 1.17% |
$589 - $611
|
1.04K
$51.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11+ 0.04% |
$540 - $560
|
27.6K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.02% |
$295 - $306
|
24.5K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 0.76% |
$147 - $153
|
399
$19.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 1.11% |
$98.2 - $102
|
182
$9.07K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.02% |
$98.2 - $102
|
8.19K
$408K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.28% |
$49.1 - $50.9
|
79
$3.94K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
133K+ 59.33% |
$6.66M - $6.83M
|
356K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
54.9KNew |
$2.76M - $2.83M
|
54.9K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
19.5K+ 55.66% |
$980K - $1.01M
|
54.6K
$2.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
15KNew |
$753K - $772K
|
15K
$748K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.5KNew |
$527K - $540K
|
10.5K
$523K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.54K+ 19.03% |
$278K - $285K
|
34.7K
$1.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
5.53K+ 13.15% |
$278K - $285K
|
47.6K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
4.58KNew |
$230K - $236K
|
4.58K
$228K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.37KNew |
$219K - $225K
|
4.37K
$218K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.14KNew |
$208K - $213K
|
4.14K
$206K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4KNew |
$201K - $206K
|
4K
$199K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.38K+ 119000.0% |
$119K - $122K
|
2.38K
$119K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.23KNew |
$112K - $115K
|
2.23K
$111K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.29KNew |
$64.7K - $66.4K
|
1.29K
$64.3K
|
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
1.05K+ 20.42% |
$52.9K - $54.2K
|
6.22K
$310K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1K+ 15.63% |
$50.2K - $51.5K
|
7.4K
$369K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
793+ 12.61% |
$39.8K - $40.8K
|
7.08K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
183New |
$9.18K - $9.42K
|
183
$9.12K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
108New |
$5.42K - $5.56K
|
108
$5.38K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
90+ 1.66% |
$4.52K - $4.63K
|
5.52K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
80New |
$4.01K - $4.12K
|
80
$3.99K
|
|