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 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10K- 20.95% |
$511K - $521K
|
37.8K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-10.4K- 67.73% |
$531K - $542K
|
4.96K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-14.4K- 15.45% |
$736K - $752K
|
79K
$4.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-16K- 11.78% |
$816K - $833K
|
120K
$6.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-17.4K- 59.66% |
$889K - $907K
|
11.8K
$604K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-30.7K- 33.56% |
$1.57M - $1.6M
|
60.9K
$3.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-33.5K- 22.28% |
$1.71M - $1.75M
|
117K
$5.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39.1K- 14.36% |
$2M - $2.04M
|
233K
$12M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-39.2K- 13.48% |
$2M - $2.04M
|
252K
$12.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-52.8K- 16.88% |
$2.69M - $2.75M
|
260K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-192K- 21.01% |
$9.79M - $10M
|
722K
$37M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-212K- 30.75% |
$10.8M - $11M
|
477K
$24.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-670K- 65.4% |
$34.2M - $34.9M
|
355K
$18.2M
|