Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
203K+ 832.2% |
$10.2M - $10.5M
|
227K
$11.6M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
133K+ 66.47% |
$6.69M - $6.88M
|
334K
$17.1M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
129K+ 7.71% |
$6.49M - $6.67M
|
1.81M
$92.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
122K+ 109.57% |
$6.12M - $6.29M
|
233K
$11.9M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.3K+ 17.12% |
$4.68M - $4.81M
|
638K
$32.7M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
75.1K+ 4.87% |
$3.77M - $3.87M
|
1.62M
$82.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
69.4K+ 19.74% |
$3.48M - $3.58M
|
421K
$21.6M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
63.2K+ 278.43% |
$3.17M - $3.26M
|
85.9K
$4.4M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
62.3KNew |
$3.13M - $3.21M
|
62.3K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
53KNew |
$2.66M - $2.73M
|
53K
$2.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51.8K+ 7.38% |
$2.6M - $2.67M
|
754K
$38.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
50.3K+ 107.95% |
$2.52M - $2.59M
|
96.9K
$4.96M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
45.5K+ 141.98% |
$2.29M - $2.35M
|
77.6K
$3.98M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.4K+ 26.7% |
$2.28M - $2.34M
|
216K
$11M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.3K+ 6.87% |
$2.22M - $2.28M
|
689K
$35.3M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
42.3K+ 207.86% |
$2.12M - $2.18M
|
62.6K
$3.21M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42.1K+ 18.51% |
$2.12M - $2.17M
|
270K
$13.8M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
42K+ 204.6% |
$2.11M - $2.17M
|
62.6K
$3.21M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.1K+ 59.73% |
$1.76M - $1.81M
|
93.9K
$4.81M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
31.9K+ 42.36% |
$1.6M - $1.64M
|
107K
$5.49M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30K+ 5.28% |
$1.51M - $1.55M
|
598K
$30.7M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
27.3KNew |
$1.37M - $1.41M
|
27.3K
$1.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
23.8K+ 213.59% |
$1.19M - $1.23M
|
34.9K
$1.79M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
23.6K+ 2.4% |
$1.18M - $1.22M
|
1.01M
$51.5M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
23.3K+ 27.03% |
$1.17M - $1.2M
|
110K
$5.61M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.8K+ 8.27% |
$1.14M - $1.17M
|
298K
$15.3M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
19.6K+ 12.43% |
$986K - $1.01M
|
178K
$9.1M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19K+ 91.1% |
$953K - $980K
|
39.8K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17.7K+ 23.6% |
$888K - $912K
|
92.6K
$4.74M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 0.89% |
$879K - $903K
|
1.99M
$102M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
17KNew |
$854K - $877K
|
17K
$871K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
16.2K+ 7.79% |
$813K - $835K
|
224K
$11.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
15.8K+ 88.06% |
$794K - $816K
|
33.8K
$1.73M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.8K+ 36.46% |
$746K - $766K
|
55.6K
$2.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.5K+ 3.72% |
$727K - $747K
|
403K
$20.7M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.5K+ 0.7% |
$727K - $747K
|
2.07M
$106M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
14K+ 68.18% |
$705K - $724K
|
34.6K
$1.77M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
12.9K+ 6.14% |
$650K - $667K
|
224K
$11.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
12.9K+ 29.32% |
$646K - $664K
|
56.7K
$2.91M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
11.7K+ 4.2% |
$587K - $603K
|
290K
$14.8M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.6K+ 116.77% |
$584K - $600K
|
21.6K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
11.5K+ 5.17% |
$578K - $594K
|
234K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.7K+ 20.36% |
$537K - $552K
|
63.2K
$3.24M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.75K+ 68.25% |
$489K - $503K
|
24K
$1.23M
|
|
|
Jan 12, 2024
Q1 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
9.63K+ 114.34% |
$483K - $497K
|
18K
$924K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.61K+ 6.07% |
$483K - $496K
|
168K
$8.6M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
9.08K+ 10.78% |
$456K - $469K
|
93.4K
$4.78M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.14KNew |
$409K - $420K
|
8.14K
$417K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
8.13K+ 54.13% |
$408K - $419K
|
23.2K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.13K+ 65.57% |
$408K - $419K
|
20.5K
$1.05M
|