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 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
587+ 5.3% |
$29.6K - $30.2K
|
11.7K
$599K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
567+ 52.26% |
$28.6K - $29.2K
|
1.65K
$84.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
561+ 2.43% |
$28.3K - $28.9K
|
23.7K
$1.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
475+ 1.51% |
$24K - $24.4K
|
32K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
474+ 10.37% |
$23.9K - $24.4K
|
5.05K
$259K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
430+ 119.44% |
$21.7K - $22.1K
|
790
$40.6K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
376+ 8.6% |
$19K - $19.3K
|
4.75K
$244K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
374+ 3.78% |
$18.9K - $19.2K
|
10.3K
$528K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
366+ 0.95% |
$18.5K - $18.8K
|
38.9K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
359New |
$18.1K - $18.5K
|
359
$18.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
311New |
$15.7K - $16K
|
311
$16K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
304+ 3.42% |
$15.3K - $15.6K
|
9.2K
$473K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
292+ 0.37% |
$14.7K - $15K
|
80K
$4.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
279New |
$14.1K - $14.3K
|
279
$14.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
256+ 3.69% |
$12.9K - $13.2K
|
7.19K
$370K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
252+ 2.27% |
$12.7K - $13K
|
11.4K
$584K
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
207+ 0.62% |
$10.4K - $10.6K
|
33.5K
$1.72M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
129+ 0.8% |
$6.51K - $6.63K
|
16.2K
$833K
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
117+ 0.73% |
$5.9K - $6.02K
|
16.2K
$831K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
117+ 0.64% |
$5.9K - $6.02K
|
18.4K
$947K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
114+ 2.58% |
$5.75K - $5.86K
|
4.53K
$233K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
90+ 1.77% |
$4.54K - $4.63K
|
5.17K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
52+ 1.07% |
$2.62K - $2.67K
|
4.93K
$254K
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
39+ 0.62% |
$1.97K - $2.01K
|
6.37K
$328K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
34+ 0.82% |
$1.72K - $1.75K
|
4.2K
$216K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
31New |
$1.56K - $1.59K
|
31
$1.59K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
29+ 0.09% |
$1.46K - $1.49K
|
30.9K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
28+ 0.45% |
$1.41K - $1.44K
|
6.19K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
20+ 0.77% |
$1.01K - $1.03K
|
2.6K
$134K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
19+ 0.21% |
$959 - $977
|
9.04K
$465K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
17+ 0.56% |
$858 - $874
|
3.05K
$157K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
12+ 0.07% |
$606 - $617
|
16.5K
$850K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
9+ 0.05% |
$454 - $463
|
18.5K
$952K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9+ 0.3% |
$454 - $463
|
3.01K
$155K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.43% |
$252 - $257
|
1.18K
$60.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5+ 0.03% |
$252 - $257
|
16.1K
$829K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-12- 0.34% |
$606 - $617
|
3.49K
$180K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-20- 0.22% |
$1.01K - $1.03K
|
8.92K
$459K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-21- 0.32% |
$1.06K - $1.08K
|
6.56K
$337K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-27- 0.26% |
$1.36K - $1.39K
|
10.3K
$531K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-31- 0.12% |
$1.56K - $1.59K
|
25.3K
$1.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-71- 0.85% |
$3.58K - $3.65K
|
8.25K
$424K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-82- 0.81% |
$4.14K - $4.22K
|
10K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-102- 12.22% |
$5.15K - $5.25K
|
733
$37.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-103- 0.88% |
$5.2K - $5.3K
|
11.6K
$594K
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-105- 1.14% |
$5.3K - $5.4K
|
9.09K
$467K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-105- 2.08% |
$5.3K - $5.4K
|
4.94K
$254K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-112- 0.52% |
$5.65K - $5.76K
|
21.3K
$1.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-132- 0.35% |
$6.66K - $6.79K
|
37.4K
$1.92M
|