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 |
---|---|---|---|---|---|---|---|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.34K+ 5.09% |
$188K - $190K
|
68.8K
$3.54M
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
3.22K+ 1.4% |
$182K - $184K
|
233K
$12M
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
3.19K+ 8.65% |
$180K - $182K
|
40K
$2.06M
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.11K+ 3.0% |
$176K - $178K
|
107K
$5.5M
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.05K+ 31.87% |
$172K - $174K
|
12.6K
$650K
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.98K+ 1.86% |
$168K - $170K
|
163K
$8.39M
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.97K+ 510.5% |
$167K - $169K
|
3.55K
$182K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.94K+ 3.91% |
$166K - $168K
|
78K
$4.01M
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.91K+ 908.44% |
$164K - $166K
|
3.23K
$166K
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.87K+ 20.98% |
$162K - $164K
|
16.6K
$851K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2.78KNew |
$157K - $158K
|
2.78K
$143K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.71K+ 3.69% |
$153K - $154K
|
76.1K
$3.91M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.64K+ 26.72% |
$149K - $150K
|
12.5K
$643K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.6K+ 1.44% |
$147K - $148K
|
183K
$9.43M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.41K+ 23.42% |
$136K - $137K
|
12.7K
$653K
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.3K+ 2.69% |
$130K - $131K
|
87.9K
$4.52M
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.23KNew |
$126K - $127K
|
2.23K
$115K
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
2.16K+ 12.33% |
$122K - $123K
|
19.7K
$1.01M
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.04K+ 7.7% |
$115K - $116K
|
28.5K
$1.47M
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2KNew |
$113K - $114K
|
2K
$103K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.95K+ 6.5% |
$110K - $111K
|
32K
$1.65M
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.87K+ 12.14% |
$105K - $107K
|
17.3K
$887K
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.82K+ 9.19% |
$102K - $104K
|
21.6K
$1.11M
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.73K+ 5.19% |
$97.7K - $98.8K
|
35.1K
$1.8M
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
1.62K+ 3.41% |
$91.3K - $92.4K
|
49.1K
$2.53M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.6K+ 21.25% |
$90.3K - $91.3K
|
9.13K
$469K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.6K+ 1.09% |
$90.3K - $91.3K
|
148K
$7.6M
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.59K+ 1.88% |
$89.8K - $90.8K
|
86.4K
$4.44M
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.45K+ 3.65% |
$82K - $82.9K
|
41.3K
$2.12M
|
|
Jan 26, 2022
Q4 2021
|
Tl Private Wealth
|
BUY
|
- |
1.41K+ 1.53% |
$79.8K - $80.7K
|
93.6K
$4.81M
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.35KNew |
$76K - $76.8K
|
1.35K
$69.3K
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.32K+ 20.15% |
$74.2K - $75K
|
7.84K
$403K
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.24KNew |
$70.2K - $71K
|
1.24K
$64K
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
1.19K+ 6.06% |
$67.1K - $67.9K
|
20.8K
$1.07M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.17K+ 3.67% |
$65.9K - $66.6K
|
33K
$1.69M
|
|
Feb 15, 2022
Q4 2021
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.13KNew |
$63.7K - $64.4K
|
1.13K
$58.1K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.1KNew |
$62.2K - $62.9K
|
1.1K
$56.7K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.02K+ 59.78% |
$57.3K - $57.9K
|
2.71K
$140K
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
919+ 16.58% |
$51.8K - $52.4K
|
6.46K
$332K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
891+ 3.68% |
$50.3K - $50.8K
|
25.1K
$1.29M
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
735+ 7.13% |
$41.5K - $41.9K
|
11K
$568K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
729+ 9.41% |
$41.1K - $41.6K
|
8.48K
$436K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
557+ 2.66% |
$31.4K - $31.8K
|
21.5K
$1.11M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
542+ 0.07% |
$30.6K - $30.9K
|
758K
$39M
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
522+ 13.8% |
$29.5K - $29.8K
|
4.3K
$221K
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
515+ 2.19% |
$29.1K - $29.4K
|
24K
$1.23M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
500+ 50.0% |
$28.2K - $28.5K
|
1.5K
$77.1K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
402+ 2.05% |
$22.7K - $22.9K
|
20K
$1.03M
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
381+ 2.1% |
$21.5K - $21.7K
|
18.6K
$954K
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
356+ 35.96% |
$20.1K - $20.3K
|
1.35K
$69.2K
|