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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
488+ 2.99% |
$23.5K - $24.8K
|
16.8K
$838K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
74New |
$3.57K - $3.76K
|
74
$3.69K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
30New |
$1.45K - $1.52K
|
30
$1.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
28New |
$1.35K - $1.42K
|
28
$1.4K
|
|
| Q3 2022 | |||||||
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
120K+ 333.67% |
$5.84M - $6.23M
|
156K
$7.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
51.1KNew |
$2.49M - $2.65M
|
51.1K
$2.55M
|
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
22K+ 86.35% |
$1.07M - $1.14M
|
47.5K
$2.37M
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.8KNew |
$234K - $249K
|
4.8K
$239K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.83KNew |
$89K - $94.9K
|
1.83K
$91.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.71KNew |
$83.3K - $88.8K
|
1.71K
$85.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.49KNew |
$72.7K - $77.6K
|
1.49K
$74.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
850+ 9.55% |
$41.4K - $44.2K
|
9.75K
$486K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
361New |
$17.6K - $18.8K
|
361
$18K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
217+ 51.79% |
$10.6K - $11.3K
|
636
$31.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
52New |
$2.53K - $2.7K
|
52
$2.59K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.67% |
$390 - $416
|
1.2K
$60K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
5+ 0.11% |
$244 - $260
|
4.42K
$220K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
12.9KNew |
$644K - $683K
|
12.9K
$642K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
10KNew |
$501K - $531K
|
10K
$499K
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
8.56K+ 158.56% |
$429K - $454K
|
14K
$696K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.84KNew |
$243K - $257K
|
4.84K
$242K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.54KNew |
$177K - $188K
|
3.54K
$177K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
760+ 18.29% |
$38.1K - $40.4K
|
4.92K
$245K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
750New |
$37.6K - $39.8K
|
750
$37.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
252+ 35.0% |
$12.6K - $13.4K
|
972
$48.5K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
57KNew |
$3.02M - $3.24M
|
57K
$2.84M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.4KNew |
$548K - $590K
|
10.4K
$517K
|
|
| Q4 2021 | |||||||
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
7.2KNew |
$406K - $411K
|
7.2K
$359K
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
5.6KNew |
$316K - $320K
|
5.6K
$279K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
88New |
$4.96K - $5.02K
|
88
$4.39K
|
|
| Q3 2021 | |||||||
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.39KNew |
$306K - $312K
|
5.39K
$269K
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
68.6KNew |
$3.88M - $3.95M
|
68.6K
$3.42M
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
19.4KNew |
$1.07M - $1.1M
|
19.4K
$968K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.68K+ 4.48% |
$140K - $147K
|
62.3K
$3.11M
|
|
| Q4 2019 | |||||||
|
Jan 30, 2020
Q4 2019
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.21KNew |
$232K - $236K
|
4.21K
$210K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
7.95KNew |
$415K - $421K
|
7.95K
$396K
|
|