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 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-609- 99.84% |
$29.4K - $30.9K
|
1
$51.4
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-632- 0.99% |
$30.5K - $32.1K
|
63.4K
$3.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-756- 5.91% |
$36.4K - $38.4K
|
12K
$619K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-864- 1.88% |
$41.6K - $43.9K
|
45.2K
$2.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-899- 15.91% |
$43.3K - $45.6K
|
4.75K
$244K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-929- 59.21% |
$44.8K - $47.2K
|
640
$32.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.01K- 7.33% |
$48.6K - $51.2K
|
12.8K
$656K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.23K- 7.9% |
$59K - $62.2K
|
14.3K
$735K
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.26K- 3.99% |
$60.9K - $64.1K
|
30.4K
$1.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
SELL
|
- |
-1.39K- 5.57% |
$66.9K - $70.4K
|
23.5K
$1.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.45K- 16.19% |
$70K - $73.8K
|
7.52K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.56K- 5.42% |
$75.1K - $79.1K
|
27.2K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.8K- 10.16% |
$86.8K - $91.4K
|
15.9K
$818K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.9K- 20.77% |
$91.5K - $96.4K
|
7.24K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.2K- 26.59% |
$106K - $112K
|
6.07K
$312K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.32K- 5.39% |
$112K - $118K
|
40.7K
$2.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.45K- 0.88% |
$118K - $124K
|
275K
$14.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.49K- 6.03% |
$120K - $126K
|
38.7K
$1.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.49K- 11.65% |
$120K - $126K
|
18.9K
$971K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.52K- 14.27% |
$122K - $128K
|
15.1K
$779K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.66K- 29.77% |
$128K - $135K
|
6.28K
$323K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.87K- 20.3% |
$138K - $146K
|
11.3K
$580K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.13K- 18.5% |
$151K - $159K
|
13.8K
$709K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.16K- 36.61% |
$152K - $160K
|
5.46K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.25K- 15.08% |
$157K - $165K
|
18.3K
$941K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-3.4K- 11.18% |
$164K - $173K
|
27K
$1.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-3.46K- 37.69% |
$167K - $176K
|
5.72K
$294K
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-3.48K- 11.65% |
$168K - $177K
|
26.4K
$1.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.94K- 15.56% |
$190K - $200K
|
21.4K
$1.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.07K- 29.01% |
$196K - $207K
|
9.96K
$512K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-4.08K- 30.71% |
$196K - $207K
|
9.2K
$473K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.27K- 13.96% |
$206K - $217K
|
26.3K
$1.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-4.31K- 19.48% |
$208K - $219K
|
17.8K
$915K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.45K- 7.11% |
$214K - $226K
|
58.1K
$2.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-4.78K- 10.94% |
$230K - $243K
|
38.9K
$2M
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.89K- 14.12% |
$236K - $248K
|
29.7K
$1.53M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.89K- 15.84% |
$236K - $248K
|
26K
$1.34M
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-4.99K- 5.49% |
$240K - $253K
|
85.9K
$4.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.04K- 11.71% |
$243K - $256K
|
38K
$1.95M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.2K- 32.47% |
$251K - $264K
|
10.8K
$556K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.25K- 20.35% |
$253K - $266K
|
20.5K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5.27K- 47.34% |
$254K - $268K
|
5.87K
$302K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-5.31K- 60.28% |
$256K - $269K
|
3.5K
$180K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-5.4K- 23.36% |
$260K - $274K
|
17.7K
$911K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.56K- 15.06% |
$268K - $282K
|
31.4K
$1.61M
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-6.37K- 17.75% |
$307K - $323K
|
29.5K
$1.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.4K- 5.44% |
$309K - $325K
|
111K
$5.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6.58K- 40.73% |
$317K - $334K
|
9.58K
$492K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-6.94K- 2.62% |
$334K - $352K
|
258K
$13.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.99K- 51.59% |
$337K - $355K
|
6.56K
$337K
|