Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.02MNew |
$57.7M - $58.3M
|
1.02M
$52.3M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
331KNew |
$18.7M - $18.9M
|
331K
$16.9M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
328K+ 233.4% |
$18.5M - $18.7M
|
469K
$24M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
299KNew |
$16.9M - $17.1M
|
299K
$15.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
224K+ 13.79% |
$12.6M - $12.8M
|
1.84M
$94.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
158K+ 8.79% |
$8.93M - $9.03M
|
1.96M
$100M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
110KNew |
$6.23M - $6.3M
|
110K
$5.66M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
110KNew |
$6.22M - $6.29M
|
110K
$5.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
95.3K+ 3.5% |
$5.38M - $5.44M
|
2.82M
$144M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
87.9KNew |
$4.96M - $5.02M
|
87.9K
$4.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
78.9KNew |
$4.45M - $4.5M
|
78.9K
$4.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
78.3K+ 55.73% |
$4.42M - $4.47M
|
219K
$11.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
74.5KNew |
$4.2M - $4.25M
|
74.5K
$3.82M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
74.4KNew |
$4.2M - $4.24M
|
74.4K
$3.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
67.9K+ 28.91% |
$3.83M - $3.88M
|
303K
$15.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
63.3K+ 163.69% |
$3.57M - $3.61M
|
102K
$5.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
58K+ 41.76% |
$3.27M - $3.31M
|
197K
$10.1M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
49.7KNew |
$2.8M - $2.84M
|
49.7K
$2.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.1KNew |
$2.71M - $2.74M
|
48.1K
$2.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
46.5KNew |
$2.62M - $2.65M
|
46.5K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
46.3KNew |
$2.62M - $2.64M
|
46.3K
$2.37M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
44.5KNew |
$2.51M - $2.54M
|
44.5K
$2.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
35.3K+ 2.82% |
$1.99M - $2.01M
|
1.29M
$65.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
34.7K+ 2509.39% |
$1.96M - $1.98M
|
36.1K
$1.85M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
34.3KNew |
$1.94M - $1.96M
|
34.3K
$1.76M
|
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
33.1KNew |
$1.87M - $1.89M
|
33.1K
$1.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
32.4K+ 10.18% |
$1.83M - $1.85M
|
351K
$18M
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
28.9K+ 417.75% |
$1.63M - $1.65M
|
35.8K
$1.84M
|
|
|
Jan 25, 2022
Q4 2021
|
Q3 Asset Management
|
BUY
|
- |
28.8KNew |
$1.63M - $1.65M
|
28.8K
$1.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
27.9K+ 28.92% |
$1.58M - $1.59M
|
125K
$6.38M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.8K+ 5.55% |
$1.57M - $1.58M
|
528K
$27M
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
25.5KNew |
$1.44M - $1.45M
|
25.5K
$1.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.8K+ 7.96% |
$1.4M - $1.42M
|
336K
$17.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
24.2K+ 174.88% |
$1.37M - $1.38M
|
38.1K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.2KNew |
$1.36M - $1.38M
|
24.2K
$1.24M
|
|
|
Apr 01, 2022
Q4 2021
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
23.6KNew |
$1.33M - $1.34M
|
23.6K
$1.21M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
23.1K+ 44.09% |
$1.3M - $1.32M
|
75.4K
$3.86M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
22.5K+ 30.77% |
$1.27M - $1.28M
|
95.4K
$4.89M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.2K+ 86.17% |
$1.25M - $1.27M
|
48K
$2.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
22.1K+ 31.43% |
$1.25M - $1.26M
|
92.5K
$4.74M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.1K+ 20.09% |
$1.25M - $1.26M
|
132K
$6.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
20.3K+ 72.59% |
$1.14M - $1.16M
|
48.2K
$2.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20K+ 11.83% |
$1.13M - $1.14M
|
189K
$9.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.9K+ 24.54% |
$1.06M - $1.08M
|
95.8K
$4.91M
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
18.4KNew |
$1.04M - $1.05M
|
18.4K
$942K
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
14KNew |
$791K - $800K
|
14K
$718K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14K+ 28.79% |
$789K - $798K
|
62.6K
$3.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.4KNew |
$757K - $766K
|
13.4K
$688K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.2K+ 3.4% |
$747K - $756K
|
403K
$20.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
12.2K+ 50.53% |
$691K - $699K
|
36.5K
$1.87M
|