Purchases and Sales Made in Q4 2024 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 2024. 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 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7.32K- 49.78% |
$371K - $381K
|
7.39K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.15K- 36.59% |
$412K - $424K
|
14.1K
$704K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-8.27K- 22.06% |
$418K - $430K
|
29.2K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-8.59K- 9.92% |
$435K - $447K
|
78K
$3.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-8.75K- 54.14% |
$443K - $456K
|
7.41K
$370K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-8.78K- 16.11% |
$444K - $457K
|
45.7K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.22K- 7.52% |
$467K - $480K
|
113K
$5.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.93K- 4.92% |
$503K - $517K
|
192K
$9.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.3K- 2.16% |
$522K - $537K
|
467K
$23.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-12.5K- 58.5% |
$633K - $651K
|
8.87K
$442K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-13.3K- 35.04% |
$672K - $691K
|
24.6K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-14.4K- 22.49% |
$731K - $752K
|
49.8K
$2.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-14.6K- 29.32% |
$737K - $758K
|
35.1K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.5K- 14.19% |
$784K - $806K
|
93.6K
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.9K- 2.69% |
$854K - $878K
|
611K
$30.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-22.8K- 9.04% |
$1.15M - $1.19M
|
229K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.1K- 77.12% |
$1.17M - $1.2M
|
6.85K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-26.5K- 56.07% |
$1.34M - $1.38M
|
20.7K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28.7K- 25.81% |
$1.45M - $1.5M
|
82.6K
$4.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-29.5K- 59.39% |
$1.49M - $1.53M
|
20.1K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-41.8K- 11.79% |
$2.12M - $2.18M
|
313K
$15.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.7K- 1.74% |
$2.16M - $2.22M
|
2.41M
$120M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-48.5K- 90.78% |
$2.45M - $2.52M
|
4.92K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-72.2K- 9.99% |
$3.65M - $3.76M
|
650K
$32.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-100K- 26.97% |
$5.07M - $5.22M
|
271K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-107K- 89.72% |
$5.43M - $5.59M
|
12.3K
$614K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-198K- 46.93% |
$10M - $10.3M
|
224K
$11.2M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-208K- 41.94% |
$10.5M - $10.8M
|
287K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-406K- 16.18% |
$20.5M - $21.1M
|
2.1M
$105M
|