Purchases and Sales Made in Q3 2024 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 2024. 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 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.87K+ 9.29% |
$453K - $462K
|
104K
$5.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.7K+ 18.15% |
$443K - $453K
|
56.6K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
8.55K+ 10.95% |
$436K - $445K
|
86.6K
$4.44M
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
7.71KNew |
$393K - $401K
|
7.71K
$395K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
7.5K+ 28.9% |
$383K - $390K
|
33.5K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
7.4K+ 13.11% |
$377K - $385K
|
63.9K
$3.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.38K+ 89.46% |
$376K - $384K
|
15.6K
$801K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.87K+ 24.2% |
$351K - $358K
|
35.3K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.81KNew |
$347K - $354K
|
6.81K
$349K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.32K+ 316.12% |
$322K - $329K
|
8.31K
$426K
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
5.92K+ 20.53% |
$302K - $308K
|
34.7K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
5.89K+ 5.81% |
$300K - $306K
|
107K
$5.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
5.5K+ 17.2% |
$281K - $286K
|
37.5K
$1.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.5KNew |
$280K - $286K
|
5.5K
$282K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
5.06K+ 47.66% |
$258K - $263K
|
15.7K
$803K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.99K+ 42.8% |
$254K - $260K
|
16.6K
$852K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.84K+ 63.95% |
$247K - $252K
|
12.4K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.7KNew |
$240K - $245K
|
4.7K
$241K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.61K+ 14.77% |
$235K - $240K
|
35.8K
$1.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
4.6K+ 5.02% |
$235K - $239K
|
96.3K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.55K+ 9.32% |
$232K - $237K
|
53.4K
$2.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4.46K+ 12.77% |
$228K - $232K
|
39.4K
$2.02M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
4.32KNew |
$220K - $225K
|
4.32K
$221K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.88KNew |
$198K - $202K
|
3.88K
$199K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.81K+ 16.17% |
$194K - $198K
|
27.4K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.57K+ 0.57% |
$182K - $186K
|
628K
$32.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.36K+ 23.69% |
$171K - $175K
|
17.5K
$899K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.33K+ 3.48% |
$170K - $173K
|
99K
$5.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
3.21KNew |
$164K - $167K
|
3.21K
$165K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.2K+ 14.28% |
$163K - $167K
|
25.6K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.2K+ 6.8% |
$163K - $166K
|
50.2K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.11K+ 5.53% |
$159K - $162K
|
59.3K
$3.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.85K+ 41.42% |
$145K - $148K
|
9.72K
$498K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.65K+ 101.65% |
$135K - $138K
|
5.25K
$269K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.62K+ 7.43% |
$134K - $136K
|
37.9K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.5K+ 14.25% |
$127K - $130K
|
20K
$1.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.48K+ 4.15% |
$126K - $129K
|
62.2K
$3.19M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
2.43K+ 23.12% |
$124K - $126K
|
12.9K
$662K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.32K+ 26.1% |
$118K - $121K
|
11.2K
$575K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.25K+ 2.26% |
$115K - $117K
|
102K
$5.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.21K+ 7.16% |
$113K - $115K
|
33.1K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.17K+ 1.26% |
$110K - $113K
|
174K
$8.91M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.12K+ 3.94% |
$108K - $110K
|
55.8K
$2.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.99K+ 6.0% |
$101K - $103K
|
35.1K
$1.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.82K+ 3.79% |
$92.6K - $94.5K
|
49.7K
$2.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.56K+ 19.23% |
$79.6K - $81.2K
|
9.67K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 13.39% |
$78.9K - $80.5K
|
13.1K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.36K+ 5.21% |
$69.4K - $70.8K
|
27.5K
$1.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.21K+ 2.71% |
$61.5K - $62.8K
|
45.7K
$2.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.17K+ 5.55% |
$59.7K - $60.9K
|
22.3K
$1.14M
|