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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.17K+ 1.8% |
$59.5K - $60.7K
|
66K
$3.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.07K+ 2.22% |
$54.7K - $55.8K
|
49.4K
$2.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.03K+ 11.4% |
$52.6K - $53.7K
|
10.1K
$516K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
970+ 22.96% |
$49.5K - $50.5K
|
5.2K
$266K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
783+ 16.02% |
$39.9K - $40.8K
|
5.67K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
713+ 2.17% |
$36.4K - $37.1K
|
33.6K
$1.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
702+ 2.19% |
$35.8K - $36.5K
|
32.8K
$1.68M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
592+ 0.49% |
$30.2K - $30.8K
|
122K
$6.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
587New |
$29.9K - $30.6K
|
587
$30.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
569+ 1.2% |
$29K - $29.6K
|
48.2K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
568+ 64.91% |
$29K - $29.6K
|
1.44K
$73.9K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
527+ 0.83% |
$26.9K - $27.4K
|
64.2K
$3.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
493New |
$25.1K - $25.7K
|
493
$25.3K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
343+ 0.54% |
$17.5K - $17.9K
|
63.4K
$3.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
284+ 3.14% |
$14.5K - $14.8K
|
9.33K
$478K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
275New |
$14K - $14.3K
|
275
$14.1K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
233+ 0.21% |
$11.9K - $12.1K
|
111K
$5.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
214+ 2.14% |
$10.9K - $11.1K
|
10.2K
$523K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
200+ 4.76% |
$10.2K - $10.4K
|
4.4K
$225K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
191New |
$9.74K - $9.94K
|
191
$9.78K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
177New |
$9.03K - $9.21K
|
177
$9.07K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
157+ 3.47% |
$8.01K - $8.17K
|
4.68K
$240K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
154+ 17.87% |
$7.85K - $8.02K
|
1.02K
$52K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
144+ 0.12% |
$7.34K - $7.5K
|
123K
$6.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
130+ 0.8% |
$6.63K - $6.77K
|
16.3K
$836K
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
119+ 0.74% |
$6.07K - $6.19K
|
16.3K
$834K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
115+ 0.51% |
$5.87K - $5.99K
|
22.5K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
113+ 0.29% |
$5.76K - $5.88K
|
39.5K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
109New |
$5.56K - $5.67K
|
109
$5.58K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
101+ 0.55% |
$5.15K - $5.26K
|
18.3K
$938K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
101+ 12.78% |
$5.15K - $5.26K
|
891
$45.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
100+ 0.96% |
$5.1K - $5.21K
|
10.5K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
96+ 1.04% |
$4.9K - $5K
|
9.3K
$476K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
67+ 0.14% |
$3.42K - $3.49K
|
47.2K
$2.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
63+ 1.04% |
$3.21K - $3.28K
|
6.12K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
44+ 0.21% |
$2.24K - $2.29K
|
21.4K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
43+ 1.02% |
$2.19K - $2.24K
|
4.26K
$218K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
34+ 0.81% |
$1.73K - $1.77K
|
4.23K
$217K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
32+ 0.42% |
$1.63K - $1.67K
|
7.62K
$390K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
32+ 1.05% |
$1.63K - $1.67K
|
3.08K
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
28+ 0.45% |
$1.43K - $1.46K
|
6.22K
$318K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
27+ 0.06% |
$1.38K - $1.41K
|
48.5K
$2.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23+ 0.06% |
$1.17K - $1.2K
|
37.4K
$1.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
19+ 0.25% |
$969 - $989
|
7.5K
$384K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
16+ 0.09% |
$816 - $833
|
18.5K
$950K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
11+ 0.18% |
$561 - $573
|
6.26K
$320K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
5New |
$255 - $260
|
5
$256
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.42% |
$255 - $260
|
1.18K
$60.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.27% |
$204 - $208
|
1.46K
$75K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.01% |
$204 - $208
|
30.4K
$1.56M
|