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 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
427+ 5.67% |
$20.8K - $21.8K
|
7.96K
$410K
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
411+ 1.51% |
$20.1K - $21K
|
27.6K
$1.42M
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
400+ 0.61% |
$19.5K - $20.4K
|
65.6K
$3.37M
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
375New |
$18.3K - $19.1K
|
375
$19.3K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
323New |
$15.8K - $16.5K
|
323
$16.6K
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
294+ 1.17% |
$14.4K - $15K
|
25.4K
$1.3M
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
265+ 0.88% |
$12.9K - $13.5K
|
30.3K
$1.56M
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
225+ 0.76% |
$11K - $11.5K
|
29.9K
$1.54M
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
212+ 1.19% |
$10.3K - $10.8K
|
18.1K
$930K
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
209+ 3.36% |
$10.2K - $10.7K
|
6.42K
$330K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
200+ 4.6% |
$9.76K - $10.2K
|
4.55K
$234K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
61+ 0.68% |
$2.98K - $3.11K
|
9K
$463K
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
59+ 0.2% |
$2.88K - $3.01K
|
29.2K
$1.5M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
56+ 1.13% |
$2.73K - $2.85K
|
5.03K
$258K
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
40+ 0.7% |
$1.95K - $2.04K
|
5.8K
$298K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
31+ 0.4% |
$1.51K - $1.58K
|
7.82K
$402K
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
29+ 0.26% |
$1.42K - $1.48K
|
11.1K
$571K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25+ 0.08% |
$1.22K - $1.27K
|
31K
$1.59M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21+ 0.04% |
$1.03K - $1.07K
|
57.9K
$2.97M
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
20+ 0.79% |
$976 - $1.02K
|
2.54K
$131K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.7% |
$390 - $408
|
1.14K
$58.8K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.02% |
$97.6 - $102
|
12.2K
$625K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4- 0.02% |
$195 - $204
|
20.3K
$1.05M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18- 0.02% |
$879 - $918
|
115K
$5.91M
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-40- 0.52% |
$1.95K - $2.04K
|
7.6K
$391K
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-49- 0.62% |
$2.39K - $2.5K
|
7.92K
$407K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-60- 0.54% |
$2.93K - $3.06K
|
11K
$567K
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-71- 0.61% |
$3.47K - $3.62K
|
11.5K
$590K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-85- 0.66% |
$4.15K - $4.33K
|
12.7K
$653K
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-86- 0.22% |
$4.2K - $4.38K
|
39K
$2.01M
|
|
Oct 12, 2023
Q3 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-98- 1.03% |
$4.78K - $5K
|
9.41K
$484K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-98- 1.96% |
$4.78K - $5K
|
4.9K
$252K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-99- 0.96% |
$4.83K - $5.05K
|
10.2K
$525K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-100- 0.63% |
$4.88K - $5.1K
|
15.9K
$818K
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-101- 1.18% |
$4.93K - $5.15K
|
8.48K
$436K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-157- 5.95% |
$7.66K - $8K
|
2.48K
$128K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-180- 0.1% |
$8.79K - $9.18K
|
180K
$9.26M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-200- 24.78% |
$9.76K - $10.2K
|
607
$31.2K
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-206- 1.18% |
$10.1K - $10.5K
|
17.2K
$886K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-220- 2.29% |
$10.7K - $11.2K
|
9.39K
$483K
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-245- 3.93% |
$12K - $12.5K
|
6K
$308K
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-265- 10.09% |
$12.9K - $13.5K
|
2.36K
$121K
|
|
Oct 24, 2023
Q3 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-330- 6.33% |
$16.1K - $16.8K
|
4.88K
$251K
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-366- 6.77% |
$17.9K - $18.7K
|
5.04K
$259K
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-378- 3.21% |
$18.5K - $19.3K
|
11.4K
$585K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-409- 2.2% |
$20K - $20.9K
|
18.1K
$933K
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-490- 4.53% |
$23.9K - $25K
|
10.3K
$532K
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-492- 41.66% |
$24K - $25.1K
|
689
$35.4K
|