Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-110- 0.55% |
$5.61K - $5.73K
|
19.8K
$1.01M
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-100- 2.04% |
$5.1K - $5.21K
|
4.8K
$246K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-92- 1.86% |
$4.69K - $4.79K
|
4.85K
$249K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-68- 0.2% |
$3.47K - $3.54K
|
34.7K
$1.78M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-66- 2.57% |
$3.37K - $3.44K
|
2.5K
$128K
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-54- 0.71% |
$2.75K - $2.81K
|
7.54K
$386K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-50- 1.12% |
$2.55K - $2.6K
|
4.42K
$226K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-39- 15.66% |
$1.99K - $2.03K
|
210
$10.8K
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-30- 0.06% |
$1.53K - $1.56K
|
54.5K
$2.79M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-15- 0.04% |
$765 - $781
|
34K
$1.74M
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.03% |
$204 - $208
|
13.4K
$687K
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.07K- 27.77% |
$104K - $106K
|
5.38K
$275K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.87K- 26.83% |
$94.5K - $96.3K
|
5.11K
$262K
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.48K- 10.17% |
$74.4K - $75.9K
|
13K
$667K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.44K- 33.01% |
$72.8K - $74.2K
|
2.93K
$150K
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-750- 3.51% |
$37.9K - $38.6K
|
20.6K
$1.06M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-700- 11.3% |
$35.3K - $36K
|
5.5K
$281K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-278- 5.01% |
$14K - $14.3K
|
5.27K
$270K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-238- 4.87% |
$12K - $12.2K
|
4.65K
$238K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-194- 77.29% |
$9.79K - $9.98K
|
57
$2.92K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-150- 0.71% |
$7.57K - $7.71K
|
20.9K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-102- 12.22% |
$5.15K - $5.25K
|
733
$37.5K
|
|
Q1 2024 | |||||||
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-40K- 90.38% |
$2.04M - $2.07M
|
4.26K
$218K
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-11K- 72.02% |
$563K - $571K
|
4.29K
$219K
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.57K- 51.44% |
$233K - $236K
|
4.31K
$221K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.24K- 13.1% |
$114K - $116K
|
14.9K
$761K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-977- 37.94% |
$49.8K - $50.5K
|
1.6K
$81.8K
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-899- 16.97% |
$45.8K - $46.5K
|
4.4K
$225K
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
SELL
|
- |
-652- 7.24% |
$33.3K - $33.7K
|
8.36K
$428K
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-646- 1.58% |
$32.9K - $33.4K
|
40.1K
$2.06M
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-569- 10.8% |
$29K - $29.4K
|
4.7K
$241K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-472- 3.74% |
$24.1K - $24.4K
|
12.1K
$622K
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-50- 1.13% |
$2.55K - $2.59K
|
4.39K
$225K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-13.7K- 32.39% |
$658K - $708K
|
28.6K
$1.46M
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.02K- 9.1% |
$97K - $104K
|
20.2K
$1.03M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.93K- 77.61% |
$92.7K - $99.6K
|
556
$28.5K
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.3K- 6.29% |
$62.5K - $67.2K
|
19.4K
$992K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-580- 58.35% |
$27.9K - $30K
|
414
$21.2K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-26- 0.79% |
$1.25K - $1.34K
|
3.25K
$166K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.07% |
$144 - $155
|
4.13K
$212K
|
|
Q3 2023 | |||||||
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.95K- 40.14% |
$144K - $150K
|
4.4K
$225K
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.87K- 18.49% |
$140K - $146K
|
12.7K
$648K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.32K- 35.74% |
$113K - $118K
|
4.18K
$214K
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.12K- 31.38% |
$103K - $108K
|
4.63K
$237K
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-492- 41.66% |
$24K - $25.1K
|
689
$35.3K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-18KClosed |
$900K - $928K
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.22K- 25.24% |
$111K - $114K
|
6.58K
$337K
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-1.97K- 15.61% |
$98.1K - $101K
|
10.6K
$544K
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 21.14% |
$59.5K - $61.4K
|
4.45K
$228K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1.12KClosed |
$55.9K - $57.7K
|
0
$0
|