Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
277K+ 13.64% |
$13.5M - $14.1M
|
2.31M
$118M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
272K+ 1700087.5% |
$13.3M - $13.9M
|
272K
$13.9M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
133K+ 343.57% |
$6.48M - $6.77M
|
171K
$8.78M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
85.3KNew |
$4.16M - $4.35M
|
85.3K
$4.37M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
80.2K+ 3.7% |
$3.91M - $4.09M
|
2.25M
$115M
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
70KNew |
$3.42M - $3.57M
|
70K
$3.59M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
63.9K+ 517.31% |
$3.12M - $3.26M
|
76.3K
$3.91M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.7K+ 2.76% |
$2.77M - $2.89M
|
2.11M
$108M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.4K+ 8.78% |
$2.75M - $2.88M
|
699K
$35.8M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
55.2KNew |
$2.69M - $2.81M
|
55.2K
$2.83M
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
46.1KNew |
$2.25M - $2.35M
|
46.1K
$2.36M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.9K+ 6.59% |
$2.09M - $2.19M
|
693K
$35.5M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
37.9KNew |
$1.85M - $1.93M
|
37.9K
$1.94M
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
37.1K+ 56.27% |
$1.81M - $1.89M
|
103K
$5.27M
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
33.6KNew |
$1.64M - $1.71M
|
33.6K
$1.72M
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
29.6K+ 56.4% |
$1.44M - $1.51M
|
82K
$4.2M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.1KNew |
$1.42M - $1.49M
|
29.1K
$1.49M
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
29.1K+ 55.72% |
$1.42M - $1.48M
|
81.2K
$4.16M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27.9KNew |
$1.36M - $1.42M
|
27.9K
$1.43M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26.7K+ 228.26% |
$1.3M - $1.36M
|
38.4K
$1.96M
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
26.5KNew |
$1.29M - $1.35M
|
26.5K
$1.36M
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
24.1K+ 10.68% |
$1.18M - $1.23M
|
250K
$12.8M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
23.7K+ 128.48% |
$1.16M - $1.21M
|
42.2K
$2.16M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.9K+ 47.82% |
$1.07M - $1.12M
|
67.7K
$3.47M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21.4K+ 33.23% |
$1.04M - $1.09M
|
85.7K
$4.39M
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
20.7KNew |
$1.01M - $1.05M
|
20.7K
$1.06M
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
19.9K+ 12.03% |
$969K - $1.01M
|
185K
$9.47M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.6K+ 14.6% |
$860K - $898K
|
138K
$7.08M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
15.6K+ 6.24% |
$760K - $794K
|
265K
$13.6M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.5K+ 114.71% |
$758K - $792K
|
29.1K
$1.49M
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
14.9K+ 7.89% |
$727K - $760K
|
204K
$10.4M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.8K+ 5.45% |
$676K - $706K
|
268K
$13.7M
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
13.1K+ 29.2% |
$638K - $667K
|
57.9K
$2.96M
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
12.1K+ 14.31% |
$589K - $616K
|
96.5K
$4.94M
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
10.4K+ 37.65% |
$507K - $529K
|
37.9K
$1.94M
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
10.3KNew |
$502K - $524K
|
10.3K
$526K
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
9.36K+ 8.13% |
$457K - $477K
|
125K
$6.38M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.23K+ 4.41% |
$451K - $471K
|
219K
$11.2M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.44KNew |
$412K - $430K
|
8.44K
$432K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7.92K+ 17.7% |
$386K - $404K
|
52.6K
$2.7M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.68K+ 23.53% |
$375K - $392K
|
40.3K
$2.07M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.67K+ 15.5% |
$374K - $391K
|
57.1K
$2.93M
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
7.61K+ 8.01% |
$372K - $388K
|
103K
$5.26M
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
6.63K+ 4.49% |
$323K - $338K
|
154K
$7.89M
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
6.42KNew |
$313K - $327K
|
6.42K
$329K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.13KNew |
$299K - $312K
|
6.13K
$314K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.01K+ 13.57% |
$293K - $306K
|
50.3K
$2.57M
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6KNew |
$293K - $306K
|
6K
$307K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6KNew |
$293K - $306K
|
6K
$307K
|
|
Nov 06, 2023
Q3 2023
|
F
|
BUY
|
- |
5.96KNew |
$291K - $304K
|
5.96K
$305K
|