Purchases and Sales Made in Q1 2025 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 2025. 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 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
966+ 6.55% |
$48.5K - $49.7K
|
15.7K
$784K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
793+ 12.61% |
$39.8K - $40.8K
|
7.08K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
712+ 1.46% |
$35.7K - $36.6K
|
49.5K
$2.47M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
514+ 4.18% |
$25.8K - $26.4K
|
12.8K
$639K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
513+ 0.75% |
$25.7K - $26.4K
|
69.2K
$3.45M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
433+ 2.33% |
$21.7K - $22.3K
|
19K
$950K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
432+ 7.98% |
$21.7K - $22.2K
|
5.85K
$292K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
396New |
$19.9K - $20.4K
|
396
$19.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
354+ 7.06% |
$17.8K - $18.2K
|
5.37K
$268K
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
330+ 0.66% |
$16.6K - $17K
|
50.1K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
282+ 0.14% |
$14.1K - $14.5K
|
206K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
223+ 2.04% |
$11.2K - $11.5K
|
11.1K
$556K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
213+ 5.07% |
$10.7K - $11K
|
4.41K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
205+ 1.38% |
$10.3K - $10.5K
|
15K
$749K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
194+ 0.65% |
$9.73K - $9.98K
|
30K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
183New |
$9.18K - $9.42K
|
183
$9.13K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
173+ 0.36% |
$8.68K - $8.9K
|
48K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
154+ 0.54% |
$7.73K - $7.92K
|
28.8K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
143+ 1.39% |
$7.17K - $7.36K
|
10.4K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
143+ 1.26% |
$7.17K - $7.36K
|
11.5K
$573K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
140+ 0.68% |
$7.02K - $7.2K
|
20.9K
$1.04M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
120+ 0.29% |
$6.02K - $6.17K
|
40.9K
$2.04M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
108New |
$5.42K - $5.56K
|
108
$5.39K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
102+ 0.45% |
$5.12K - $5.25K
|
22.7K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
90+ 1.66% |
$4.52K - $4.63K
|
5.52K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
80New |
$4.01K - $4.12K
|
80
$3.99K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
56+ 0.24% |
$2.81K - $2.88K
|
23.6K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
50+ 0.2% |
$2.51K - $2.57K
|
25.2K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
44+ 0.83% |
$2.21K - $2.26K
|
5.34K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
41+ 0.82% |
$2.06K - $2.11K
|
5.04K
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
34+ 0.84% |
$1.71K - $1.75K
|
4.1K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
25+ 0.05% |
$1.25K - $1.29K
|
49.1K
$2.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
23+ 0.54% |
$1.15K - $1.18K
|
4.29K
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
12+ 0.05% |
$602 - $617
|
22.3K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11+ 0.14% |
$552 - $566
|
7.85K
$392K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9+ 0.04% |
$452 - $463
|
25.5K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.02% |
$100 - $103
|
11.9K
$594K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.31% |
$100 - $103
|
639
$31.9K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.65% |
$100 - $103
|
312
$15.6K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.56% |
$50.2 - $51.5
|
180
$8.98K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-5- 0.05% |
$251 - $257
|
9.85K
$491K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-12- 0.14% |
$602 - $617
|
8.86K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26- 0.46% |
$1.3K - $1.34K
|
5.64K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-52- 0.81% |
$2.61K - $2.68K
|
6.33K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-53- 0.22% |
$2.66K - $2.73K
|
23.6K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-72- 0.06% |
$3.61K - $3.7K
|
124K
$6.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-73- 2.91% |
$3.66K - $3.76K
|
2.44K
$122K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-76- 0.42% |
$3.81K - $3.91K
|
17.8K
$890K
|