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
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7K- 9.77% |
$337K - $355K
|
64.6K
$3.32M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.19K- 38.21% |
$395K - $416K
|
13.2K
$681K
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-8.9K- 9.99% |
$429K - $452K
|
80.2K
$4.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-9.21K- 16.14% |
$444K - $467K
|
47.8K
$2.46M
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-10.4K- 47.16% |
$503K - $530K
|
11.7K
$601K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.7K- 36.43% |
$514K - $542K
|
18.6K
$958K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-10.8K- 66.51% |
$521K - $548K
|
5.44K
$280K
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-11.4K- 13.13% |
$548K - $577K
|
75.2K
$3.87M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-11.6K- 67.51% |
$557K - $586K
|
5.56K
$286K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.4K- 14.58% |
$644K - $678K
|
78.3K
$4.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-13.4K- 60.84% |
$644K - $679K
|
8.61K
$443K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.8K- 22.56% |
$667K - $702K
|
47.5K
$2.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-15.1K- 26.71% |
$727K - $766K
|
41.4K
$2.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-15.4K- 26.99% |
$743K - $782K
|
41.7K
$2.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-15.5K- 63.24% |
$745K - $784K
|
8.98K
$462K
|
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-15.6K- 64.39% |
$750K - $789K
|
8.6K
$442K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-16K- 47.84% |
$771K - $812K
|
17.4K
$897K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-17.7K- 40.12% |
$855K - $901K
|
26.5K
$1.36M
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-17.8K- 43.04% |
$856K - $901K
|
23.5K
$1.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-17.8K- 31.32% |
$858K - $904K
|
39K
$2.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-18.4K- 36.46% |
$887K - $934K
|
32.1K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.2K- 10.8% |
$923K - $972K
|
158K
$8.14M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-19.3K- 63.4% |
$930K - $979K
|
11.1K
$573K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-21.3K- 28.42% |
$1.02M - $1.08M
|
53.6K
$2.75M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.1K- 12.56% |
$1.07M - $1.12M
|
154K
$7.92M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-24.3K- 54.19% |
$1.17M - $1.24M
|
20.6K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28.8K- 15.59% |
$1.39M - $1.46M
|
156K
$8.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-29.1K- 25.17% |
$1.4M - $1.48M
|
86.5K
$4.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.1K- 1.44% |
$1.45M - $1.53M
|
2.05M
$106M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.9K- 30.8% |
$1.54M - $1.62M
|
71.7K
$3.69M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-32.7K- 41.26% |
$1.58M - $1.66M
|
46.6K
$2.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Tl Private Wealth
|
SELL
|
- |
-33.6K- 45.5% |
$1.62M - $1.71M
|
40.3K
$2.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-42.4K- 31.46% |
$2.04M - $2.15M
|
92.4K
$4.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-44K- 16.57% |
$2.12M - $2.23M
|
221K
$11.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-45.4K- 36.39% |
$2.19M - $2.31M
|
79.4K
$4.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-46.8K- 52.0% |
$2.26M - $2.38M
|
43.2K
$2.22M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-49.3K- 20.18% |
$2.37M - $2.5M
|
195K
$10M
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-51K- 19.71% |
$2.46M - $2.59M
|
208K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-63.9K- 37.59% |
$3.08M - $3.24M
|
106K
$5.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-65K- 32.03% |
$3.13M - $3.3M
|
138K
$7.09M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-69.5K- 21.46% |
$3.35M - $3.53M
|
254K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-75.4K- 11.72% |
$3.64M - $3.83M
|
568K
$29.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
SELL
|
- |
-76K- 42.55% |
$3.66M - $3.86M
|
103K
$5.27M
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-77.7K- 66.38% |
$3.75M - $3.94M
|
39.4K
$2.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-95.9K- 14.97% |
$4.62M - $4.87M
|
545K
$28M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-98.5K- 34.48% |
$4.75M - $5M
|
187K
$9.63M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-106K- 14.09% |
$5.1M - $5.37M
|
644K
$33.1M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-146K- 83.32% |
$7.02M - $7.39M
|
29.1K
$1.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-146K- 29.29% |
$7.02M - $7.39M
|
352K
$18.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-149K- 76.71% |
$7.17M - $7.55M
|
45.2K
$2.32M
|