Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
297KNew |
$15.2M - $15.4M
|
297K
$15.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
266K+ 12.17% |
$13.6M - $13.8M
|
2.45M
$126M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
214K+ 555.73% |
$10.9M - $11.1M
|
253K
$13M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
191K+ 9.34% |
$9.73M - $9.87M
|
2.23M
$115M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
162K+ 44.49% |
$8.24M - $8.36M
|
525K
$27M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
159K+ 6.29% |
$8.11M - $8.23M
|
2.69M
$138M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
159K+ 6.29% |
$8.11M - $8.23M
|
2.69M
$138M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
125KNew |
$6.38M - $6.48M
|
125K
$6.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
106K+ 16.5% |
$5.43M - $5.51M
|
752K
$38.7M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
95.9KNew |
$4.89M - $4.96M
|
95.9K
$4.93M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
95.4K+ 5.9% |
$4.86M - $4.94M
|
1.71M
$88M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
84.1K+ 9.31% |
$4.29M - $4.35M
|
988K
$50.8M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
79.7K+ 250.73% |
$4.06M - $4.12M
|
111K
$5.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.6K+ 15.72% |
$2.32M - $2.36M
|
336K
$17.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
45.1K+ 23.24% |
$2.3M - $2.33M
|
239K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
38.6KNew |
$1.97M - $2M
|
38.6K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.2K+ 11.43% |
$1.85M - $1.87M
|
353K
$18.2M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
35.5K+ 10.21% |
$1.81M - $1.83M
|
383K
$19.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33.9K+ 115.49% |
$1.73M - $1.75M
|
63.3K
$3.25M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32K+ 12.77% |
$1.63M - $1.65M
|
282K
$14.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
31.7K+ 128.33% |
$1.62M - $1.64M
|
56.5K
$2.9M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
30.5K+ 245.74% |
$1.55M - $1.58M
|
42.9K
$2.2M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27K+ 7.14% |
$1.38M - $1.4M
|
404K
$20.8M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25.8K+ 105.3% |
$1.31M - $1.33M
|
50.2K
$2.58M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.3K+ 154.68% |
$1.19M - $1.21M
|
38.4K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.1K+ 200.39% |
$1.03M - $1.04M
|
30.2K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.3K+ 12.79% |
$982K - $997K
|
170K
$8.74M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
19.1KNew |
$975K - $990K
|
19.1K
$984K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
18.8K+ 80.08% |
$959K - $973K
|
42.3K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.3K+ 39.66% |
$935K - $948K
|
64.5K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.2K+ 13.0% |
$929K - $943K
|
158K
$8.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
17.9K+ 2.65% |
$914K - $927K
|
693K
$35.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
17.2KNew |
$875K - $888K
|
17.2K
$882K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
16.2K+ 8.0% |
$826K - $838K
|
219K
$11.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
15.9K+ 17.61% |
$812K - $823K
|
106K
$5.47M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15.2K+ 14.4% |
$777K - $789K
|
121K
$6.23M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14.5KNew |
$740K - $750K
|
14.5K
$746K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.4K+ 27.59% |
$634K - $643K
|
57.5K
$2.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11.1K+ 16.24% |
$568K - $576K
|
79.7K
$4.1M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10.6K+ 15.8% |
$539K - $547K
|
77.5K
$3.98M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.9K+ 4.37% |
$505K - $512K
|
236K
$12.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
9.83K+ 3946.99% |
$501K - $509K
|
10.1K
$518K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.46K+ 8.28% |
$483K - $490K
|
124K
$6.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
9.11K+ 10.45% |
$465K - $471K
|
96.3K
$4.95M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.11K+ 6.43% |
$465K - $471K
|
151K
$7.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.78KNew |
$397K - $403K
|
7.78K
$400K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
7.23KNew |
$369K - $374K
|
7.23K
$372K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
6.92K+ 2.49% |
$353K - $358K
|
284K
$14.6M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.89K+ 7.79% |
$351K - $357K
|
95.4K
$4.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.89K+ 25.57% |
$351K - $356K
|
33.8K
$1.74M
|