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 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.6K- 5.46% |
$125K - $134K
|
45K
$2.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.71K- 2.81% |
$130K - $140K
|
93.8K
$4.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.83K- 36.84% |
$136K - $146K
|
4.85K
$246K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.85K- 25.05% |
$137K - $147K
|
8.53K
$432K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.29K- 2.3% |
$158K - $170K
|
140K
$7.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.63K- 14.99% |
$174K - $188K
|
20.6K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.68K- 13.56% |
$177K - $190K
|
23.5K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.73K- 6.68% |
$179K - $193K
|
52.1K
$2.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-3.73K- 5.97% |
$179K - $193K
|
58.7K
$2.97M
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-3.77K- 8.45% |
$181K - $195K
|
40.8K
$2.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-4.05K- 15.59% |
$195K - $209K
|
21.9K
$1.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.32K- 12.03% |
$208K - $223K
|
31.6K
$1.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-4.45K- 4.69% |
$214K - $230K
|
90.4K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-4.51K- 8.86% |
$217K - $233K
|
46.4K
$2.35M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.74K- 45.84% |
$228K - $245K
|
5.6K
$283K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.78K- 38.66% |
$230K - $247K
|
7.58K
$383K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-4.92K- 18.74% |
$237K - $255K
|
21.3K
$1.08M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5.08K- 14.05% |
$244K - $262K
|
31.1K
$1.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5.1K- 4.96% |
$245K - $264K
|
97.8K
$4.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.42K- 6.93% |
$261K - $280K
|
72.9K
$3.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-5.85K- 52.61% |
$281K - $302K
|
5.27K
$267K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.86K- 5.25% |
$282K - $303K
|
106K
$5.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-6.18K- 16.28% |
$297K - $319K
|
31.8K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.88K- 46.72% |
$331K - $355K
|
7.84K
$397K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.5K- 12.56% |
$360K - $387K
|
52.2K
$2.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.8K- 24.7% |
$375K - $403K
|
23.8K
$1.2M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-8.26K- 6.57% |
$397K - $427K
|
117K
$5.94M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.38K- 20.86% |
$403K - $433K
|
31.8K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.39K- 1.23% |
$404K - $434K
|
675K
$34.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.46K- 51.13% |
$407K - $437K
|
8.08K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.53K- 35.45% |
$410K - $441K
|
15.5K
$786K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.02K- 15.78% |
$433K - $466K
|
48.1K
$2.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-9.62K- 13.74% |
$462K - $497K
|
60.4K
$3.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-10K- 59.48% |
$481K - $517K
|
6.81K
$345K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-10.2K- 9.35% |
$491K - $528K
|
99K
$5.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.1K- 17.37% |
$534K - $575K
|
52.9K
$2.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-11.5K- 23.92% |
$551K - $593K
|
36.5K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.6K- 4.33% |
$557K - $598K
|
256K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.4K- 11.2% |
$594K - $639K
|
98K
$4.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.5K- 32.49% |
$599K - $644K
|
25.9K
$1.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.5K- 45.3% |
$600K - $645K
|
15.1K
$763K
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-12.8K- 58.68% |
$615K - $661K
|
9.01K
$456K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.5K- 23.25% |
$647K - $695K
|
44.4K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-13.7K- 32.39% |
$658K - $708K
|
28.6K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-15.6K- 27.23% |
$751K - $807K
|
41.7K
$2.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.7K- 28.38% |
$753K - $810K
|
39.5K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-17.5K- 7.84% |
$843K - $906K
|
206K
$10.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-20.8K- 38.09% |
$999K - $1.07M
|
33.8K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.3K- 73.18% |
$1.03M - $1.1M
|
7.82K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21.7K- 46.45% |
$1.04M - $1.12M
|
25K
$1.27M
|