Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
173K+ 6.44% |
$8.74M - $8.9M
|
2.86M
$147M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
173K+ 6.44% |
$8.74M - $8.9M
|
2.86M
$147M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
101K+ 201.86% |
$5.12M - $5.22M
|
152K
$7.8M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
91.7KNew |
$4.63M - $4.72M
|
91.7K
$4.72M
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
73.7K+ 17.66% |
$3.72M - $3.79M
|
491K
$25.2M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
66.8K+ 39.3% |
$3.37M - $3.43M
|
237K
$12.2M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
59.8K+ 11.38% |
$3.02M - $3.07M
|
585K
$30.1M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.1K+ 14.2% |
$2.53M - $2.58M
|
403K
$20.7M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.7K+ 8.46% |
$2.46M - $2.5M
|
624K
$32.1M
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
44.7K+ 91.63% |
$2.26M - $2.3M
|
93.5K
$4.81M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
43.4K+ 2.69% |
$2.19M - $2.23M
|
1.66M
$85.3M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.6KNew |
$2.1M - $2.14M
|
41.6K
$2.14M
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
39.9KNew |
$2.02M - $2.05M
|
39.9K
$2.05M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
37.2K+ 3.77% |
$1.88M - $1.91M
|
1.02M
$52.7M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
35.1K+ 62.21% |
$1.77M - $1.81M
|
91.6K
$4.71M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.6K+ 11.19% |
$1.59M - $1.62M
|
314K
$16.1M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
31.1KNew |
$1.57M - $1.6M
|
31.1K
$1.6M
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
30.9KNew |
$1.56M - $1.59M
|
30.9K
$1.59M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.8K+ 1.8% |
$1.55M - $1.58M
|
1.74M
$89.6M
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
29.2K+ 21.39% |
$1.47M - $1.5M
|
166K
$8.52M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.2K+ 7.36% |
$1.32M - $1.35M
|
382K
$19.6M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
25.1K+ 47.31% |
$1.27M - $1.29M
|
78.1K
$4.01M
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
23.6KNew |
$1.19M - $1.21M
|
23.6K
$1.21M
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
22.8K+ 78.29% |
$1.15M - $1.17M
|
52K
$2.67M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.1K+ 0.95% |
$1.07M - $1.09M
|
2.25M
$116M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.1K+ 7.95% |
$1.01M - $1.03M
|
273K
$14M
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
18K+ 23.22% |
$908K - $926K
|
95.5K
$4.91M
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
17.2K+ 56.12% |
$868K - $885K
|
47.8K
$2.46M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17K+ 7.2% |
$859K - $875K
|
253K
$13M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.7K+ 4.37% |
$843K - $859K
|
399K
$20.5M
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
16.1K+ 47.52% |
$811K - $827K
|
49.9K
$2.57M
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
13.8K+ 39.94% |
$697K - $710K
|
48.4K
$2.49M
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
13.6K+ 31.73% |
$686K - $699K
|
56.5K
$2.9M
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
13.2K+ 83.83% |
$667K - $679K
|
29K
$1.49M
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
12.6K+ 5.28% |
$637K - $649K
|
252K
$12.9M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 9.93% |
$559K - $569K
|
123K
$6.3M
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10.2KNew |
$514K - $523K
|
10.2K
$523K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.1KNew |
$511K - $521K
|
10.1K
$521K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
9.96K+ 25.57% |
$502K - $512K
|
48.9K
$2.51M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.7K+ 5.91% |
$489K - $499K
|
174K
$8.93M
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.3K+ 227.32% |
$469K - $478K
|
13.4K
$689K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.61K+ 9.09% |
$435K - $443K
|
103K
$5.31M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.05KNew |
$406K - $414K
|
8.05K
$414K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.66K+ 40.03% |
$386K - $394K
|
26.8K
$1.38M
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
7.49K+ 5.12% |
$378K - $385K
|
154K
$7.91M
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.47KNew |
$377K - $384K
|
7.47K
$384K
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
6.92K+ 7.75% |
$349K - $356K
|
96.2K
$4.95M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.72K+ 16.67% |
$339K - $345K
|
47K
$2.42M
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
6.68KNew |
$337K - $344K
|
6.68K
$344K
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
6.45K+ 54.85% |
$326K - $332K
|
18.2K
$936K
|