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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.16K+ 21.5% |
$311K - $317K
|
34.8K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.08KNew |
$307K - $313K
|
6.08K
$313K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
5.39K+ 1.89% |
$272K - $277K
|
290K
$14.9M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.37K+ 5.63% |
$271K - $276K
|
101K
$5.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.16KNew |
$260K - $265K
|
5.16K
$265K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.04K+ 12.19% |
$254K - $259K
|
46.4K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.83K+ 26.01% |
$244K - $249K
|
23.4K
$1.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.31K+ 3.49% |
$218K - $222K
|
128K
$6.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
4.23KNew |
$213K - $217K
|
4.23K
$217K
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.91K+ 6.41% |
$197K - $201K
|
64.8K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.86K+ 15.73% |
$195K - $199K
|
28.4K
$1.46M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.49K+ 71.06% |
$176K - $180K
|
8.4K
$432K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.4K+ 10.79% |
$172K - $175K
|
34.9K
$1.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.11K+ 10.04% |
$157K - $160K
|
34K
$1.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.04K+ 28.12% |
$153K - $156K
|
13.8K
$711K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.98K+ 2.76% |
$150K - $153K
|
111K
$5.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.71K+ 2.75% |
$137K - $140K
|
101K
$5.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.65K+ 11.3% |
$134K - $136K
|
26.1K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.2KNew |
$111K - $113K
|
2.2K
$113K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.18KNew |
$110K - $112K
|
2.18K
$112K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2.14K+ 10.56% |
$108K - $110K
|
22.4K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.03K+ 5.73% |
$102K - $104K
|
37.4K
$1.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$101K - $103K
|
2K
$103K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.98K+ 9.91% |
$99.9K - $102K
|
22K
$1.13M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.84K+ 5.49% |
$92.7K - $94.5K
|
35.3K
$1.81M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.67K+ 0.67% |
$84.4K - $86K
|
251K
$12.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.67K+ 9.72% |
$84.1K - $85.7K
|
18.8K
$968K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.46KNew |
$73.7K - $75.1K
|
1.46K
$75.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.31KNew |
$66.3K - $67.6K
|
1.31K
$67.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.3K+ 19.12% |
$65.7K - $67K
|
8.11K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.2K+ 2.57% |
$60.7K - $61.8K
|
47.9K
$2.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.1KNew |
$55.5K - $56.6K
|
1.1K
$56.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
1.05K+ 1.68% |
$53.1K - $54.1K
|
63.7K
$3.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.05K+ 2.74% |
$53K - $54.1K
|
39.4K
$2.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.05KNew |
$52.8K - $53.8K
|
1.05K
$53.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.02K+ 13.21% |
$51.3K - $52.3K
|
8.71K
$448K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$50.5K - $51.4K
|
1K
$51.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
995+ 3.1% |
$50.2K - $51.2K
|
33.1K
$1.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
948+ 0.99% |
$47.8K - $48.8K
|
96.7K
$4.97M
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
947+ 9.92% |
$47.8K - $48.7K
|
10.5K
$540K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
920+ 11.31% |
$46.4K - $47.3K
|
9.05K
$465K
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
902+ 1.77% |
$45.5K - $46.4K
|
51.8K
$2.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
900+ 10.28% |
$45.4K - $46.3K
|
9.65K
$496K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
898+ 6.76% |
$45.3K - $46.2K
|
14.2K
$729K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
850New |
$42.9K - $43.7K
|
850
$43.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
815+ 11.27% |
$41.1K - $41.9K
|
8.05K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
793+ 4.38% |
$40K - $40.8K
|
18.9K
$973K
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
774+ 1.46% |
$39.1K - $39.8K
|
54K
$2.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
765+ 0.63% |
$38.6K - $39.3K
|
122K
$6.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
594+ 1.24% |
$30K - $30.5K
|
48.5K
$2.49M
|