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 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.01% |
$51 - $52.1
|
8.13K
$416K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.03% |
$204 - $208
|
13.4K
$687K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-15- 0.04% |
$765 - $781
|
34K
$1.74M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-30- 0.06% |
$1.53K - $1.56K
|
54.5K
$2.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-39- 15.66% |
$1.99K - $2.03K
|
210
$10.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-50- 1.12% |
$2.55K - $2.6K
|
4.42K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-54- 0.71% |
$2.75K - $2.81K
|
7.54K
$386K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-66- 2.57% |
$3.37K - $3.44K
|
2.5K
$128K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-68- 0.2% |
$3.47K - $3.54K
|
34.7K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-92- 1.86% |
$4.69K - $4.79K
|
4.85K
$249K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-100- 2.04% |
$5.1K - $5.21K
|
4.8K
$246K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-110- 0.55% |
$5.61K - $5.73K
|
19.8K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-113- 1.09% |
$5.76K - $5.88K
|
10.2K
$523K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-117- 0.32% |
$5.97K - $6.09K
|
36.4K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-117- 1.78% |
$5.97K - $6.09K
|
6.44K
$330K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-123- 1.93% |
$6.27K - $6.4K
|
6.25K
$320K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-141- 2.82% |
$7.19K - $7.34K
|
4.85K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-148- 0.09% |
$7.55K - $7.7K
|
174K
$8.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-213- 0.63% |
$10.9K - $11.1K
|
33.3K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-215- 3.16% |
$11K - $11.2K
|
6.6K
$338K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-232- 1.26% |
$11.8K - $12.1K
|
18.2K
$931K
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-233- 2.58% |
$11.9K - $12.1K
|
8.82K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-262- 0.33% |
$13.4K - $13.6K
|
79.7K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-270- 75.21% |
$13.8K - $14.1K
|
89
$4.56K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-291- 0.58% |
$14.8K - $15.1K
|
49.6K
$2.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-302- 8.65% |
$15.4K - $15.7K
|
3.19K
$163K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-306- 0.53% |
$15.6K - $15.9K
|
57.9K
$2.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-335- 1.29% |
$17.1K - $17.4K
|
25.7K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-370- 2.24% |
$18.9K - $19.3K
|
16.2K
$828K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-429- 1.6% |
$21.9K - $22.3K
|
26.4K
$1.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-477- 5.68% |
$24.3K - $24.8K
|
7.93K
$406K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-491- 6.18% |
$25K - $25.6K
|
7.45K
$382K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-497- 34.71% |
$25.3K - $25.9K
|
935
$47.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-500Closed |
$25.5K - $26K
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-508- 2.4% |
$25.9K - $26.4K
|
20.7K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-580- 5.93% |
$29.6K - $30.2K
|
9.2K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-603- 1.71% |
$30.8K - $31.4K
|
34.8K
$1.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-631- 9.44% |
$32.2K - $32.8K
|
6.05K
$310K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-633- 2.51% |
$32.3K - $32.9K
|
24.6K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-651- 5.73% |
$33.2K - $33.9K
|
10.7K
$549K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-672- 0.72% |
$34.3K - $35K
|
92.8K
$4.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-700- 9.03% |
$35.7K - $36.4K
|
7.05K
$361K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-704- 7.75% |
$35.9K - $36.6K
|
8.39K
$429K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-791- 8.87% |
$40.3K - $41.2K
|
8.13K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-826- 50.0% |
$42.1K - $43K
|
826
$42.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-868- 0.43% |
$44.3K - $45.2K
|
203K
$10.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-907- 11.25% |
$46.3K - $47.2K
|
7.15K
$366K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-936- 3.06% |
$47.7K - $48.7K
|
29.6K
$1.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-969- 9.45% |
$49.4K - $50.4K
|
9.29K
$476K
|