Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
124K+ 7.68% |
$6.19M - $6.38M
|
1.74M
$89.5M
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
62.5KNew |
$3.11M - $3.21M
|
62.5K
$3.21M
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
47.2KNew |
$2.35M - $2.43M
|
47.2K
$2.42M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.5K+ 2.34% |
$2.32M - $2.39M
|
2.03M
$105M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
42.6K+ 2.01% |
$2.13M - $2.19M
|
2.17M
$112M
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
41.4K+ 28.09% |
$2.06M - $2.13M
|
189K
$9.71M
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
40.3K+ 37.67% |
$2.01M - $2.08M
|
147K
$7.58M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.6KNew |
$1.93M - $1.99M
|
38.6K
$1.99M
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
34.5K+ 109.95% |
$1.72M - $1.77M
|
65.9K
$3.39M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32.5KNew |
$1.62M - $1.67M
|
32.5K
$1.67M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31.8K+ 13.79% |
$1.59M - $1.64M
|
262K
$13.5M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
31.1K+ 35.11% |
$1.55M - $1.6M
|
120K
$6.16M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
30.3K+ 204.5% |
$1.51M - $1.56M
|
45K
$2.32M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
28KNew |
$1.4M - $1.44M
|
28K
$1.44M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.8K+ 28.48% |
$1.33M - $1.38M
|
121K
$6.21M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
26.5K+ 130.28% |
$1.32M - $1.36M
|
46.9K
$2.41M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.8K+ 95.74% |
$1.24M - $1.28M
|
50.8K
$2.61M
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
24K+ 69.44% |
$1.2M - $1.24M
|
58.7K
$3.02M
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
23.5K+ 80.87% |
$1.17M - $1.21M
|
52.5K
$2.7M
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
17.3K+ 225.07% |
$864K - $892K
|
25K
$1.29M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.2K+ 10.53% |
$857K - $884K
|
180K
$9.27M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.8K+ 3.99% |
$837K - $863K
|
438K
$22.5M
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
15.4K+ 8.65% |
$766K - $791K
|
193K
$9.93M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8K+ 8.17% |
$636K - $656K
|
169K
$8.68M
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
12.4K+ 5.45% |
$617K - $636K
|
239K
$12.3M
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
12.3K+ 16.91% |
$614K - $633K
|
85.1K
$4.38M
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
12.2K+ 35.05% |
$610K - $630K
|
47.2K
$2.43M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12KNew |
$596K - $615K
|
12K
$615K
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.9K+ 21.4% |
$593K - $612K
|
67.5K
$3.47M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.8K+ 118.31% |
$587K - $606K
|
21.7K
$1.12M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
11.7K+ 107.92% |
$581K - $600K
|
22.5K
$1.16M
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
11.5K+ 71.65% |
$574K - $592K
|
27.6K
$1.42M
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
11.1KNew |
$553K - $570K
|
11.1K
$570K
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.95KNew |
$496K - $512K
|
9.95K
$511K
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
9.11K+ 10.61% |
$454K - $469K
|
95K
$4.89M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
9.05K+ 3.77% |
$451K - $466K
|
249K
$12.8M
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.98K+ 8.22% |
$448K - $462K
|
118K
$6.08M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
8.29KNew |
$413K - $427K
|
8.29K
$426K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
8.17K+ 79.24% |
$407K - $420K
|
18.5K
$950K
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
6.95KNew |
$346K - $357K
|
6.95K
$357K
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.74K+ 4.8% |
$336K - $347K
|
147K
$7.57M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.6K+ 115.13% |
$329K - $339K
|
12.3K
$634K
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.41KNew |
$320K - $330K
|
6.41K
$330K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.34K+ 274.24% |
$316K - $326K
|
8.65K
$445K
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
6.24KNew |
$311K - $321K
|
6.24K
$321K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.24KNew |
$311K - $321K
|
6.24K
$321K
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.59K+ 5.1% |
$279K - $287K
|
115K
$5.92M
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
5.19K+ 22.89% |
$259K - $267K
|
27.9K
$1.43M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.07KNew |
$253K - $261K
|
5.07K
$261K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.06KNew |
$252K - $260K
|
5.06K
$260K
|