Purchases and Sales Made in Q4 2022 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 2022. 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 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
827K+ 60.69% |
$39.8M - $42M
|
2.19M
$112M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
750K+ 11438.74% |
$36.1M - $38.1M
|
756K
$38.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
511K+ 107.61% |
$24.6M - $25.9M
|
986K
$50.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
480K+ 95.52% |
$23.1M - $24.4M
|
982K
$50.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
353K+ 2210.4% |
$17M - $17.9M
|
369K
$18.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
311KNew |
$15M - $15.8M
|
311K
$15.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
286K+ 1503.2% |
$13.8M - $14.5M
|
305K
$15.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
228K+ 15.7% |
$11M - $11.5M
|
1.68M
$85.9M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
167K+ 378.79% |
$8.04M - $8.47M
|
211K
$10.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
158KNew |
$7.62M - $8.02M
|
158K
$8.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
156K+ 164.17% |
$7.5M - $7.9M
|
250K
$12.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
121K+ 20.88% |
$5.85M - $6.16M
|
702K
$36M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
112K+ 86.32% |
$5.38M - $5.66M
|
241K
$12.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
107K+ 105.49% |
$5.17M - $5.44M
|
209K
$10.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
102K+ 80.72% |
$4.9M - $5.16M
|
228K
$11.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
90.9K+ 4.84% |
$4.38M - $4.61M
|
1.97M
$101M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
88.5K+ 376.36% |
$4.27M - $4.49M
|
112K
$5.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
87.2K+ 262.55% |
$4.2M - $4.43M
|
120K
$6.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
86.3KNew |
$4.16M - $4.38M
|
86.3K
$4.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
84.3KNew |
$4.06M - $4.28M
|
84.3K
$4.32M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
80.2KNew |
$3.86M - $4.07M
|
80.2K
$4.11M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
74.1K+ 8714.94% |
$3.57M - $3.76M
|
74.9K
$3.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
68.1K+ 53.89% |
$3.28M - $3.46M
|
195K
$9.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
67.5K+ 216.34% |
$3.25M - $3.43M
|
98.7K
$5.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59.7K+ 42.38% |
$2.88M - $3.03M
|
200K
$10.3M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
57.8KNew |
$2.79M - $2.94M
|
57.8K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
57.2K+ 25.86% |
$2.76M - $2.9M
|
278K
$14.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
52.6KNew |
$2.53M - $2.67M
|
52.6K
$2.69M
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
49.4KNew |
$2.38M - $2.51M
|
49.4K
$2.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
35.3K+ 193.91% |
$1.7M - $1.79M
|
53.6K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
34.9KNew |
$1.68M - $1.77M
|
34.9K
$1.79M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
32.9K+ 119.45% |
$1.58M - $1.67M
|
60.4K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32K+ 80.43% |
$1.54M - $1.63M
|
71.9K
$3.68M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
31.6KNew |
$1.52M - $1.6M
|
31.6K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.4K+ 71.11% |
$1.18M - $1.24M
|
58.8K
$3.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
22.7KNew |
$1.09M - $1.15M
|
22.7K
$1.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.8KNew |
$1.05M - $1.11M
|
21.8K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
17.8K+ 105.19% |
$857K - $903K
|
34.7K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
16.5K+ 75.23% |
$795K - $837K
|
38.4K
$1.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
16.4K+ 54.07% |
$793K - $835K
|
46.9K
$2.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
15KNew |
$724K - $762K
|
15K
$769K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14K+ 137.63% |
$677K - $713K
|
24.3K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
13.8KNew |
$664K - $699K
|
13.8K
$705K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
13.4K+ 22.64% |
$645K - $679K
|
72.5K
$3.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
13K+ 9.85% |
$626K - $659K
|
145K
$7.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12.2K+ 8.16% |
$587K - $618K
|
161K
$8.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.1KNew |
$537K - $565K
|
11.1K
$570K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10.7KNew |
$515K - $543K
|
10.7K
$548K
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 150.42% |
$510K - $537K
|
17.6K
$902K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.1K+ 94.5% |
$488K - $514K
|
20.8K
$1.07M
|