Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
226K+ 1232.07% |
$11M - $11.7M
|
244K
$12.5M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
184K+ 10.85% |
$8.96M - $9.56M
|
1.88M
$96.3M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
128K+ 6.55% |
$6.24M - $6.66M
|
2.08M
$107M
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
123K+ 476.91% |
$6.01M - $6.41M
|
149K
$7.65M
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
120K+ 333.67% |
$5.84M - $6.23M
|
156K
$7.98M
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
119K+ 116.79% |
$5.8M - $6.19M
|
221K
$11.3M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
61.9K+ 4.76% |
$3.02M - $3.22M
|
1.36M
$69.8M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
56.5K+ 147.54% |
$2.75M - $2.94M
|
94.8K
$4.86M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
52.3KNew |
$2.55M - $2.72M
|
52.3K
$2.68M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
51.1KNew |
$2.49M - $2.65M
|
51.1K
$2.62M
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
45.4K+ 109.93% |
$2.21M - $2.36M
|
86.6K
$4.44M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
42.1K+ 49.94% |
$2.05M - $2.19M
|
126K
$6.48M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.4K+ 5.3% |
$1.58M - $1.68M
|
644K
$33M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
31.1KNew |
$1.51M - $1.61M
|
31.1K
$1.59M
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
28.4K+ 35.2% |
$1.38M - $1.47M
|
109K
$5.58M
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
27.5KNew |
$1.34M - $1.43M
|
27.5K
$1.41M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
27.4K+ 9.24% |
$1.34M - $1.42M
|
324K
$16.6M
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23.6K+ 4.23% |
$1.15M - $1.23M
|
581K
$29.8M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.2K+ 35.95% |
$1.08M - $1.15M
|
84K
$4.3M
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
22K+ 86.35% |
$1.07M - $1.14M
|
47.5K
$2.43M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
20.1K+ 12.71% |
$981K - $1.05M
|
179K
$9.15M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.9K+ 23.75% |
$969K - $1.03M
|
104K
$5.31M
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
18.1K+ 226.2% |
$880K - $939K
|
26.1K
$1.33M
|
|
Oct 18, 2022
Q3 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
16.3KNew |
$794K - $847K
|
16.3K
$835K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
15.3K+ 8.14% |
$744K - $793K
|
203K
$10.4M
|
|
Nov 10, 2022
Q3 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
14.4K+ 143.81% |
$702K - $749K
|
24.4K
$1.25M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12KNew |
$583K - $622K
|
12K
$613K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10.8K+ 142.59% |
$527K - $563K
|
18.4K
$943K
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
10.5K+ 41.29% |
$510K - $544K
|
35.9K
$1.84M
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.2K+ 95.8% |
$498K - $532K
|
20.9K
$1.07M
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
9.76K+ 8.0% |
$475K - $507K
|
132K
$6.75M
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
9.18KNew |
$447K - $477K
|
9.18K
$470K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.09K+ 35.94% |
$443K - $472K
|
34.4K
$1.76M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
8.69K+ 5.18% |
$423K - $451K
|
176K
$9.03M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.57K+ 397.82% |
$417K - $445K
|
10.7K
$549K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
8.31K+ 22.01% |
$405K - $432K
|
46K
$2.36M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.18K+ 17.0% |
$398K - $425K
|
56.3K
$2.88M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.12K+ 80.38% |
$396K - $422K
|
18.2K
$934K
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.11K+ 8.67% |
$395K - $421K
|
102K
$5.21M
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
7.89KNew |
$384K - $410K
|
7.89K
$404K
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
BUY
|
- |
7.82K+ 7.16% |
$381K - $406K
|
117K
$6M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.74KNew |
$377K - $402K
|
7.74K
$396K
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.69KNew |
$374K - $399K
|
7.69K
$394K
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
7.61K+ 26.92% |
$371K - $395K
|
35.9K
$1.84M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.55K+ 4.84% |
$368K - $392K
|
164K
$8.38M
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.5KNew |
$365K - $390K
|
7.5K
$384K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.64KNew |
$323K - $345K
|
6.64K
$340K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.03KNew |
$294K - $313K
|
6.03K
$309K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.84K+ 51.43% |
$285K - $304K
|
17.2K
$881K
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.75K+ 85.19% |
$280K - $299K
|
12.5K
$640K
|