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 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1K- 13.52% |
$51K - $52.1K
|
6.4K
$328K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1K- 8.65% |
$51.1K - $52.1K
|
10.6K
$542K
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.06K- 14.71% |
$54K - $55.1K
|
6.13K
$314K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-1.06K- 7.05% |
$54.3K - $55.4K
|
14K
$719K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.07K- 0.55% |
$54.4K - $55.5K
|
192K
$9.84M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.16K- 8.26% |
$59.1K - $60.3K
|
12.9K
$659K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 8.4% |
$66.8K - $68.2K
|
14.3K
$731K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.33K- 16.72% |
$67.8K - $69.2K
|
6.62K
$339K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.36K- 10.13% |
$69.2K - $70.6K
|
12K
$617K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.48K- 3.22% |
$75.4K - $76.9K
|
44.4K
$2.28M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.49K- 8.91% |
$75.8K - $77.3K
|
15.2K
$778K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.56K- 1.54% |
$79.4K - $81K
|
99.2K
$5.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.62K- 6.77% |
$82.4K - $84.1K
|
22.3K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.65K- 25.44% |
$84.3K - $86K
|
4.84K
$248K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.68K- 26.91% |
$85.4K - $87.2K
|
4.55K
$233K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.75K- 11.78% |
$89K - $90.8K
|
13.1K
$669K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.76K- 0.46% |
$90K - $91.8K
|
380K
$19.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.84K- 1.66% |
$93.9K - $95.9K
|
109K
$5.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.93K- 20.7% |
$98.3K - $100K
|
7.38K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.93K- 25.06% |
$98.5K - $101K
|
5.78K
$296K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2K- 10.87% |
$102K - $104K
|
16.4K
$840K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-2.14K- 4.67% |
$109K - $111K
|
43.7K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.22K- 29.52% |
$113K - $115K
|
5.29K
$271K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-2.31K- 7.2% |
$118K - $120K
|
29.8K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.48K- 7.0% |
$126K - $129K
|
32.9K
$1.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2.49K- 8.58% |
$127K - $129K
|
26.5K
$1.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.62K- 11.18% |
$134K - $136K
|
20.8K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.77K- 7.06% |
$141K - $144K
|
36.5K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.92K- 16.55% |
$149K - $152K
|
14.7K
$753K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.94K- 20.73% |
$150K - $153K
|
11.2K
$575K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.94K- 11.6% |
$150K - $153K
|
22.4K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.14K- 6.78% |
$160K - $164K
|
43.2K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.31K- 15.09% |
$169K - $172K
|
18.6K
$955K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.46K- 3.59% |
$176K - $180K
|
92.7K
$4.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-4.25K- 29.98% |
$217K - $221K
|
9.92K
$508K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-4.88K- 4.73% |
$249K - $254K
|
98.2K
$5.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.22K- 10.68% |
$266K - $272K
|
43.7K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-5.45K- 10.1% |
$278K - $284K
|
48.5K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.52K- 1.46% |
$281K - $287K
|
371K
$19M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.86K- 10.49% |
$299K - $305K
|
50K
$2.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.1K- 26.86% |
$311K - $317K
|
16.6K
$850K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.24K- 12.69% |
$318K - $325K
|
42.9K
$2.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.68K- 4.24% |
$341K - $348K
|
151K
$7.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.3K- 3.86% |
$372K - $380K
|
182K
$9.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-7.47K- 73.39% |
$381K - $389K
|
2.71K
$139K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-8.39K- 21.17% |
$428K - $437K
|
31.3K
$1.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-9.26K- 11.13% |
$472K - $482K
|
74K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.3K- 0.53% |
$475K - $484K
|
1.73M
$88.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.49K- 38.7% |
$484K - $494K
|
15K
$770K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.72K- 10.05% |
$496K - $506K
|
87K
$4.46M
|