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 |
---|---|---|---|---|---|---|---|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
410+ 1.38% |
$20K - $21.3K
|
30.1K
$1.52M
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
405+ 1.63% |
$19.7K - $21K
|
25.3K
$1.28M
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
385+ 0.82% |
$18.8K - $20K
|
47.5K
$2.41M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
384+ 7.37% |
$18.7K - $20K
|
5.6K
$283K
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
379+ 0.42% |
$18.5K - $19.7K
|
90.9K
$4.6M
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
361New |
$17.6K - $18.8K
|
361
$18.3K
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
354+ 2.27% |
$17.2K - $18.4K
|
16K
$809K
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
321+ 1.91% |
$15.6K - $16.7K
|
17.1K
$866K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
283+ 1.8% |
$13.8K - $14.7K
|
16K
$811K
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
246+ 0.78% |
$12K - $12.8K
|
31.6K
$1.6M
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
240+ 2.71% |
$11.7K - $12.5K
|
9.08K
$460K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
217+ 51.79% |
$10.6K - $11.3K
|
636
$32.2K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
180New |
$8.77K - $9.35K
|
180
$9.11K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
151+ 0.37% |
$7.36K - $7.85K
|
41.2K
$2.09M
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
98+ 0.3% |
$4.77K - $5.09K
|
33.1K
$1.68M
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
92+ 0.43% |
$4.48K - $4.78K
|
21.6K
$1.09M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
82New |
$4K - $4.26K
|
82
$4.15K
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
79+ 0.54% |
$3.85K - $4.11K
|
14.7K
$743K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
52New |
$2.53K - $2.7K
|
52
$2.63K
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
49+ 0.67% |
$2.39K - $2.55K
|
7.38K
$373K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42New |
$2.05K - $2.18K
|
42
$2.13K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
34+ 0.35% |
$1.66K - $1.77K
|
9.77K
$494K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
29+ 0.66% |
$1.41K - $1.51K
|
4.45K
$225K
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
26+ 0.63% |
$1.27K - $1.35K
|
4.15K
$210K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
26+ 0.09% |
$1.27K - $1.35K
|
30.4K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
15+ 0.67% |
$731 - $780
|
2.27K
$115K
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12+ 0.07% |
$585 - $624
|
17.7K
$897K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.67% |
$390 - $416
|
1.2K
$60.8K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5+ 0.23% |
$244 - $260
|
2.17K
$110K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
5+ 0.11% |
$244 - $260
|
4.42K
$224K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3+ 0.05% |
$146 - $156
|
5.65K
$286K
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3+ 0.02% |
$146 - $156
|
19.5K
$986K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-25- 0.18% |
$1.22K - $1.3K
|
14.1K
$716K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-33- 68.75% |
$1.61K - $1.72K
|
15
$759
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.51% |
$1.75K - $1.87K
|
7.04K
$356K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-40- 0.45% |
$1.95K - $2.08K
|
8.76K
$443K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-108- 0.15% |
$5.26K - $5.61K
|
71.6K
$3.62M
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-115- 1.37% |
$5.6K - $5.98K
|
8.26K
$418K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-123- 1.88% |
$5.99K - $6.39K
|
6.42K
$325K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-151- 1.69% |
$7.36K - $7.85K
|
8.81K
$446K
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-160- 31.37% |
$7.8K - $8.32K
|
350
$17.7K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-164- 1.2% |
$7.99K - $8.52K
|
13.5K
$685K
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-176- 1.09% |
$8.57K - $9.15K
|
16K
$809K
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200- 4.49% |
$9.74K - $10.4K
|
4.25K
$215K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-234- 29.21% |
$11.4K - $12.2K
|
567
$28.7K
|
|
Oct 17, 2022
Q3 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-250- 1.12% |
$12.2K - $13K
|
22K
$1.11M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-332- 2.1% |
$16.2K - $17.3K
|
15.5K
$785K
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-341- 0.18% |
$16.6K - $17.7K
|
194K
$9.81M
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-365- 2.69% |
$17.8K - $19K
|
13.2K
$667K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-385- 10.38% |
$18.8K - $20K
|
3.33K
$168K
|