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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
125KNew |
$6.38M - $6.48M
|
125K
$6.24M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
95.9KNew |
$4.89M - $4.96M
|
95.9K
$4.78M
|
|
|
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
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.78KNew |
$397K - $403K
|
7.78K
$388K
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
6.64KNew |
$339K - $344K
|
6.64K
$331K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.04KNew |
$206K - $209K
|
4.04K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.54KNew |
$130K - $132K
|
2.54K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.83KNew |
$93.4K - $94.7K
|
1.83K
$91.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
55+ 0.94% |
$2.81K - $2.85K
|
5.89K
$294K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
9KNew |
$433K - $465K
|
9K
$449K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6KNew |
$288K - $310K
|
6K
$299K
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.13KNew |
$247K - $265K
|
5.13K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.4KNew |
$212K - $227K
|
4.4K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.84K+ 85.42% |
$185K - $199K
|
8.34K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.74K+ 17.69% |
$180K - $193K
|
24.9K
$1.24M
|
|
|
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
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
272New |
$13.1K - $14.1K
|
272
$13.6K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
86New |
$4.13K - $4.45K
|
86
$4.29K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
67New |
$3.22K - $3.46K
|
67
$3.34K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
33.6KNew |
$1.64M - $1.71M
|
33.6K
$1.67M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
7.61K+ 8.01% |
$372K - $388K
|
103K
$5.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6KNew |
$293K - $306K
|
6K
$299K
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
BUY
|
- |
5.96KNew |
$291K - $304K
|
5.96K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
209+ 3.36% |
$10.2K - $10.7K
|
6.42K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
200+ 4.6% |
$9.76K - $10.2K
|
4.55K
$227K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.95KNew |
$496K - $512K
|
9.95K
$496K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
6.88KNew |
$343K - $354K
|
6.88K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.06KNew |
$252K - $260K
|
5.06K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4KNew |
$199K - $206K
|
4K
$200K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.24K+ 0.95% |
$111K - $115K
|
237K
$11.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.15KNew |
$57.4K - $59.3K
|
1.15K
$57.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
975+ 12.69% |
$48.6K - $50.2K
|
8.66K
$432K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
795New |
$39.6K - $40.9K
|
795
$39.7K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
90New |
$4.49K - $4.63K
|
90
$4.49K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$199 - $206
|
4
$200
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$49.9 - $51.4
|
1
$49.9
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
5.01KNew |
$251K - $258K
|
5.01K
$250K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
754New |
$37.9K - $38.9K
|
754
$37.6K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
556New |
$27.9K - $28.7K
|
556
$27.7K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
472New |
$23.7K - $24.4K
|
472
$23.5K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
$10K - $10.3K
|
200
$9.98K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
180New |
$9.04K - $9.29K
|
180
$8.98K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
21+ 0.44% |
$1.05K - $1.08K
|
4.83K
$241K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
52.6KNew |
$2.53M - $2.67M
|
52.6K
$2.62M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.1KNew |
$537K - $565K
|
11.1K
$556K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10.7KNew |
$515K - $543K
|
10.7K
$533K
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
8KNew |
$386K - $406K
|
8K
$399K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
7.53KNew |
$363K - $382K
|
7.53K
$375K
|
|