Purchases and Sales Made in Q1 2022 in First Tr Exchange Traded Fd Ii (FMB)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (FMB) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED FD II.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
38+ 0.04% |
$2.01K - $2.16K
|
87.6K
$4.5M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
38+ 0.5% |
$2.01K - $2.16K
|
7.65K
$393K
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
35+ 0.17% |
$1.85K - $1.99K
|
20.8K
$1.07M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
26+ 0.27% |
$1.38K - $1.48K
|
9.69K
$498K
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
20+ 0.49% |
$1.06K - $1.14K
|
4.1K
$211K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20+ 1.48% |
$1.06K - $1.14K
|
1.37K
$70.3K
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
15New |
$794 - $854
|
15
$771
|
|
Apr 18, 2022
Q1 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
15+ 0.06% |
$794 - $854
|
24K
$1.24M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13+ 0.11% |
$688 - $740
|
11.5K
$592K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.49% |
$582 - $626
|
2.24K
$115K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.51% |
$318 - $342
|
1.19K
$61K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3+ 0.07% |
$159 - $171
|
4.12K
$212K
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2+ 0.01% |
$106 - $114
|
19.5K
$1M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-13- 3.9% |
$688 - $740
|
320
$16.5K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-43- 3.19% |
$2.28K - $2.45K
|
1.3K
$67K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-49- 0.08% |
$2.59K - $2.79K
|
60.9K
$3.13M
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-101- 2.04% |
$5.35K - $5.75K
|
4.85K
$249K
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
SELL
|
- |
-125- 1.4% |
$6.62K - $7.12K
|
8.8K
$452K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-164- 3.37% |
$8.68K - $9.34K
|
4.71K
$242K
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-184- 1.46% |
$9.74K - $10.5K
|
12.5K
$640K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-201Closed |
$10.6K - $11.4K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-227- 5.27% |
$12K - $12.9K
|
4.08K
$210K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-234- 20.63% |
$12.4K - $13.3K
|
900
$46.3K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-238- 4.67% |
$12.6K - $13.6K
|
4.86K
$250K
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-245- 1.75% |
$13K - $14K
|
13.8K
$708K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-290Closed |
$15.4K - $16.5K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-329Closed |
$17.4K - $18.7K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-394- 0.68% |
$20.9K - $22.4K
|
57.1K
$2.94M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-400- 15.75% |
$21.2K - $22.8K
|
2.14K
$110K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-424- 2.52% |
$22.5K - $24.1K
|
16.4K
$844K
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-433- 4.11% |
$22.9K - $24.7K
|
10.1K
$520K
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-450- 3.41% |
$23.8K - $25.6K
|
12.7K
$655K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-491- 4.45% |
$26K - $28K
|
10.5K
$542K
|
|
May 13, 2022
Q1 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-520- 1.06% |
$27.5K - $29.6K
|
48.7K
$2.51M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-577- 0.74% |
$30.6K - $32.9K
|
77.4K
$3.98M
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-580Closed |
$30.7K - $33K
|
0
$0
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-580- 4.01% |
$30.7K - $33K
|
13.9K
$714K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-672- 1.21% |
$35.6K - $38.3K
|
55.1K
$2.83M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-764- 74.83% |
$40.5K - $43.5K
|
257
$13.2K
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-826- 2.53% |
$43.7K - $47K
|
31.9K
$1.64M
|
|
May 09, 2022
Q1 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-900- 8.87% |
$47.7K - $51.3K
|
9.25K
$475K
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-991- 50.18% |
$52.5K - $56.4K
|
984
$50.6K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.06K- 3.31% |
$56.1K - $60.3K
|
31K
$1.59M
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.08K- 7.32% |
$57.2K - $61.6K
|
13.7K
$704K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.1KClosed |
$58.4K - $62.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-1.12K- 4.73% |
$59K - $63.5K
|
22.4K
$1.15M
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-1.13KClosed |
$59.8K - $64.3K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1.16K- 4.01% |
$61.4K - $66K
|
27.7K
$1.43M
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.17K- 3.27% |
$62.1K - $66.8K
|
34.7K
$1.78M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.26K- 9.89% |
$66.5K - $71.5K
|
11.4K
$588K
|