Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
416K+ 19.71% |
$20M - $21.5M
|
2.53M
$129M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
251K+ 14.02% |
$12.1M - $13M
|
2.04M
$105M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
218KNew |
$10.5M - $11.3M
|
218K
$11.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
176K+ 916.22% |
$8.44M - $9.07M
|
195K
$9.97M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
172K+ 63.16% |
$8.27M - $8.89M
|
444K
$22.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
156K+ 20.95% |
$7.52M - $8.09M
|
903K
$46.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
142KNew |
$6.84M - $7.35M
|
142K
$7.28M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
132KNew |
$6.33M - $6.8M
|
132K
$6.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
121K+ 13.37% |
$5.83M - $6.27M
|
1.03M
$52.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
106K+ 38.78% |
$5.07M - $5.45M
|
378K
$19.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
98.1K+ 148.2% |
$4.72M - $5.07M
|
164K
$8.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
89.8K+ 178.72% |
$4.32M - $4.64M
|
140K
$7.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
86.4K+ 33.16% |
$4.16M - $4.47M
|
347K
$17.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
81.1KNew |
$3.9M - $4.19M
|
81.1K
$4.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
74K+ 109.36% |
$3.56M - $3.82M
|
142K
$7.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
64.7K+ 23.75% |
$3.11M - $3.35M
|
337K
$17.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
51.6KNew |
$2.48M - $2.67M
|
51.6K
$2.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
48.3KNew |
$2.32M - $2.49M
|
48.3K
$2.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
47.1KNew |
$2.26M - $2.43M
|
47.1K
$2.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.4K+ 25.75% |
$2.23M - $2.4M
|
227K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
46.2KNew |
$2.22M - $2.39M
|
46.2K
$2.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
42.5K+ 391.94% |
$2.04M - $2.2M
|
53.4K
$2.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
40.7K+ 100.05% |
$1.96M - $2.1M
|
81.3K
$4.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
40K+ 25.97% |
$1.92M - $2.07M
|
194K
$9.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35.5KNew |
$1.71M - $1.84M
|
35.5K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
33.8KNew |
$1.63M - $1.75M
|
33.8K
$1.73M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
32.6K+ 191.81% |
$1.57M - $1.69M
|
49.6K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
32.1KNew |
$1.54M - $1.66M
|
32.1K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.7K+ 14.51% |
$1.53M - $1.64M
|
250K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.9K+ 37.52% |
$1.25M - $1.34M
|
95.1K
$4.87M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24.9K+ 29.25% |
$1.2M - $1.29M
|
110K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.3K+ 3.96% |
$1.07M - $1.15M
|
584K
$29.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.2K+ 181.14% |
$1.02M - $1.1M
|
32.9K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
18.4K+ 12.9% |
$884K - $950K
|
161K
$8.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
17.7K+ 9.6% |
$853K - $917K
|
203K
$10.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
17.6K+ 24.61% |
$848K - $912K
|
89.3K
$4.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
15.6K+ 7.66% |
$750K - $807K
|
219K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
15.3KNew |
$736K - $792K
|
15.3K
$784K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
13.1KNew |
$630K - $677K
|
13.1K
$671K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.8K+ 4.62% |
$616K - $662K
|
290K
$14.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.7K+ 137.57% |
$611K - $657K
|
21.9K
$1.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
12.4K+ 4.7% |
$598K - $643K
|
277K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.3K+ 8.9% |
$592K - $636K
|
151K
$7.72M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.2K+ 15.99% |
$587K - $631K
|
88.5K
$4.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
11.8KNew |
$566K - $609K
|
11.8K
$603K
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
11.3KNew |
$542K - $583K
|
11.3K
$578K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
11.1K+ 37.73% |
$534K - $574K
|
40.6K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.6K+ 3.46% |
$509K - $547K
|
317K
$16.2M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10.3KNew |
$497K - $535K
|
10.3K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
10K+ 26.48% |
$482K - $518K
|
47.9K
$2.45M
|