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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.71K+ 59.25% |
$188K - $193K
|
9.96K
$497K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.68K+ 23.48% |
$186K - $192K
|
19.4K
$966K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.54K+ 427.97% |
$179K - $184K
|
4.36K
$218K
|
|
|
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
|
James Investment Research Inc
|
BUY
|
- |
2.16K+ 50.01% |
$109K - $112K
|
6.47K
$323K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.66K+ 51.79% |
$84.2K - $86.6K
|
4.88K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
1.43KNew |
$72.2K - $74.3K
|
1.43K
$71.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
550New |
$27.8K - $28.6K
|
550
$27.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
532+ 933.33% |
$26.9K - $27.7K
|
589
$29.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
371+ 1.13% |
$18.8K - $19.3K
|
33.2K
$1.65M
|
|
|
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
|
Cooper Financial Group
|
BUY
|
- |
133+ 0.81% |
$6.73K - $6.93K
|
16.5K
$821K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
104New |
$5.26K - $5.42K
|
104
$5.19K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
20+ 0.38% |
$1.01K - $1.04K
|
5.22K
$260K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10+ 0.07% |
$506 - $521
|
15.2K
$758K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.3% |
$50.6 - $52.1
|
78
$3.89K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
112K+ 5096.0% |
$5.71M - $5.83M
|
114K
$5.7M
|
|
|
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
|
|
|
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 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
11.4KNew |
$581K - $593K
|
11.4K
$568K
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
7.71KNew |
$393K - $401K
|
7.71K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
7.4K+ 13.11% |
$377K - $385K
|
63.9K
$3.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.38K+ 89.46% |
$376K - $384K
|
15.6K
$780K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.5KNew |
$280K - $286K
|
5.5K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.7KNew |
$240K - $245K
|
4.7K
$234K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.88KNew |
$198K - $202K
|
3.88K
$193K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
783+ 16.02% |
$39.9K - $40.8K
|
5.67K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
568+ 64.91% |
$29K - $29.6K
|
1.44K
$72K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
493New |
$25.1K - $25.7K
|
493
$24.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
191New |
$9.74K - $9.94K
|
191
$9.53K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
154+ 17.87% |
$7.85K - $8.02K
|
1.02K
$50.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
109New |
$5.56K - $5.67K
|
109
$5.44K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
43+ 1.02% |
$2.19K - $2.24K
|
4.26K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
28+ 0.45% |
$1.43K - $1.46K
|
6.22K
$310K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
5New |
$255 - $260
|
5
$249
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
91.7KNew |
$4.63M - $4.72M
|
91.7K
$4.57M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.6KNew |
$2.1M - $2.14M
|
41.6K
$2.08M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
30.9KNew |
$1.56M - $1.59M
|
30.9K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
7.49K+ 5.12% |
$378K - $385K
|
154K
$7.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.47KNew |
$377K - $384K
|
7.47K
$373K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.16KNew |
$260K - $265K
|
5.16K
$257K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.18KNew |
$110K - $112K
|
2.18K
$108K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.31KNew |
$66.3K - $67.6K
|
1.31K
$65.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.1KNew |
$55.5K - $56.6K
|
1.1K
$54.9K
|
|
|
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
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.02K+ 13.21% |
$51.3K - $52.3K
|
8.71K
$435K
|
|
|
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 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
279New |
$14.1K - $14.3K
|
279
$13.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9+ 0.3% |
$454 - $463
|
3.01K
$150K
|
|