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 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
5.67K+ 15.94% |
$276K - $295K
|
41.3K
$2.09M
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.51K+ 19.88% |
$268K - $286K
|
33.2K
$1.68M
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.41K+ 27.66% |
$264K - $281K
|
25K
$1.26M
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.8KNew |
$234K - $249K
|
4.8K
$243K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.79K+ 9.2% |
$233K - $249K
|
56.8K
$2.88M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
4.67K+ 111.42% |
$228K - $243K
|
8.87K
$449K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.34K+ 34.54% |
$212K - $226K
|
16.9K
$856K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.3K+ 9.67% |
$209K - $223K
|
48.8K
$2.47M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.86K+ 14.26% |
$188K - $200K
|
30.9K
$1.56M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.86K+ 14.26% |
$188K - $200K
|
30.9K
$1.56M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.77K+ 17.11% |
$183K - $196K
|
25.8K
$1.3M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.76K+ 4.27% |
$183K - $195K
|
91.7K
$4.64M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.64K+ 2.98% |
$178K - $189K
|
126K
$6.37M
|
|
Nov 09, 2022
Q3 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
3.46K+ 5.07% |
$168K - $180K
|
71.6K
$3.62M
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3.22K+ 5.97% |
$157K - $167K
|
57K
$2.89M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.15K+ 11.53% |
$153K - $163K
|
30.4K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
3.12K+ 7.63% |
$152K - $162K
|
44K
$2.23M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.06K+ 7.12% |
$149K - $159K
|
46.1K
$2.33M
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.43K+ 4.49% |
$118K - $126K
|
56.5K
$2.86M
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.23K+ 1.2% |
$109K - $116K
|
188K
$9.51M
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.2K+ 15.06% |
$107K - $114K
|
16.8K
$852K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.06K+ 5.03% |
$100K - $107K
|
43K
$2.18M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
2.03K+ 126.33% |
$98.7K - $105K
|
3.63K
$184K
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
2.02K+ 0.71% |
$98.4K - $105K
|
286K
$14.5M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.96K+ 0.39% |
$95.4K - $102K
|
502K
$25.4M
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.88K+ 8.33% |
$91.8K - $97.9K
|
24.5K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.87K+ 3.14% |
$90.9K - $96.9K
|
61.3K
$3.1M
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.83KNew |
$89K - $94.9K
|
1.83K
$92.5K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.71KNew |
$83.3K - $88.8K
|
1.71K
$86.5K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.49KNew |
$72.7K - $77.6K
|
1.49K
$75.6K
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.31K+ 16.53% |
$63.7K - $68K
|
9.22K
$467K
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.28K+ 3.98% |
$62.4K - $66.6K
|
33.4K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.25K+ 390.31% |
$60.9K - $64.9K
|
1.57K
$79.4K
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.1K+ 3.74% |
$53.5K - $57.1K
|
30.4K
$1.54M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
991+ 2.09% |
$48.3K - $51.5K
|
48.5K
$2.45M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
984+ 3.26% |
$47.9K - $51.1K
|
31.2K
$1.58M
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
933+ 1.19% |
$45.5K - $48.5K
|
79.3K
$4.01M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
930+ 0.19% |
$45.3K - $48.3K
|
497K
$25.2M
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
920+ 13.97% |
$44.8K - $47.8K
|
7.51K
$380K
|
|
Oct 13, 2022
Q3 2022
|
Peterson Wealth Management
|
BUY
|
- |
884+ 3.68% |
$43.1K - $45.9K
|
24.9K
$1.26M
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
850+ 9.55% |
$41.4K - $44.2K
|
9.75K
$494K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
826+ 0.31% |
$40.2K - $42.9K
|
265K
$13.4M
|
|
Jan 12, 2024
Q3 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
788+ 10.67% |
$38.4K - $41K
|
8.17K
$414K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
641+ 7.5% |
$31.2K - $33.3K
|
9.19K
$465K
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
606+ 1.37% |
$29.5K - $31.5K
|
44.9K
$2.27M
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
599+ 2.66% |
$29.2K - $31.1K
|
23.1K
$1.17M
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
522+ 6.45% |
$25.4K - $27.1K
|
8.62K
$436K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
494+ 37.88% |
$24.1K - $25.7K
|
1.8K
$91K
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
461+ 2.0% |
$22.5K - $24K
|
23.5K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
449+ 1.59% |
$21.9K - $23.3K
|
28.8K
$1.46M
|