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 |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.45K- 2.32% |
$76.8K - $82.6K
|
61.1K
$3.14M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.45K- 11.54% |
$77K - $82.8K
|
11.1K
$573K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.5KClosed |
$79.4K - $85.4K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.5K- 9.81% |
$79.4K - $85.4K
|
13.8K
$709K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.53K- 5.08% |
$81K - $87.1K
|
28.6K
$1.47M
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.57K- 5.96% |
$83.1K - $89.4K
|
24.7K
$1.27M
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.6K- 5.36% |
$84.5K - $90.9K
|
28.2K
$1.45M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.63K- 0.89% |
$86.2K - $92.7K
|
182K
$9.34M
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.64K- 11.2% |
$86.9K - $93.5K
|
13K
$669K
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.72K- 4.02% |
$91.1K - $98K
|
41K
$2.11M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2KClosed |
$106K - $114K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.05K- 2.34% |
$109K - $117K
|
85.9K
$4.41M
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.09K- 64.67% |
$111K - $119K
|
1.14K
$58.6K
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.18K- 5.97% |
$115K - $124K
|
34.3K
$1.76M
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.24K- 25.78% |
$119K - $128K
|
6.46K
$332K
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.33K- 1.78% |
$123K - $132K
|
128K
$6.6M
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-2.49K- 7.52% |
$132K - $142K
|
30.6K
$1.58M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.63K- 10.48% |
$139K - $150K
|
22.5K
$1.16M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.78KClosed |
$147K - $158K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.16K- 4.0% |
$167K - $180K
|
75.8K
$3.9M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.17K- 0.94% |
$168K - $180K
|
333K
$17.1M
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.18K- 7.69% |
$168K - $181K
|
38.1K
$1.96M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.27K- 17.59% |
$173K - $186K
|
15.3K
$786K
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-3.37K- 20.51% |
$179K - $192K
|
13.1K
$672K
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.4K- 3.93% |
$180K - $194K
|
83K
$4.27M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.47K- 29.47% |
$184K - $198K
|
8.31K
$427K
|
|
May 16, 2022
Q1 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-3.53KClosed |
$187K - $201K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.72KClosed |
$197K - $212K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-3.73KClosed |
$197K - $212K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-3.74K- 29.67% |
$198K - $213K
|
8.88K
$456K
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-3.8KClosed |
$201K - $217K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.89K- 10.66% |
$206K - $221K
|
32.6K
$1.67M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-3.98K- 39.16% |
$210K - $226K
|
6.18K
$318K
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.98K- 12.81% |
$211K - $227K
|
27.1K
$1.39M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.1K- 9.33% |
$217K - $233K
|
39.8K
$2.05M
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4.23KClosed |
$224K - $241K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-4.34K- 25.14% |
$230K - $247K
|
12.9K
$664K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.39K- 6.9% |
$233K - $250K
|
59.3K
$3.05M
|
|
May 12, 2022
Q1 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-4.49KClosed |
$238K - $256K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.55K- 26.07% |
$241K - $259K
|
12.9K
$663K
|
|
May 16, 2022
Q1 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-4.82K- 22.32% |
$255K - $274K
|
16.8K
$861K
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-5.14KClosed |
$272K - $293K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.18KClosed |
$274K - $295K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.4K- 22.54% |
$286K - $308K
|
18.6K
$954K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.83K- 0.69% |
$309K - $332K
|
836K
$43M
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-6.1K- 98.29% |
$323K - $348K
|
106
$5.45K
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-6.15KClosed |
$326K - $350K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.45K- 8.0% |
$342K - $368K
|
74.2K
$3.81M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.59K- 14.06% |
$349K - $375K
|
40.3K
$2.07M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.59K- 14.06% |
$349K - $375K
|
40.3K
$2.07M
|