Latest Institutional Transactions on First Tr Exchange Traded Fd Ii (MARB)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Ii (MARB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
24K+ 109.74% |
$473K - $491K
|
45.9K
$947K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2New |
$39.3 - $40.9
|
2
$41.3
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-6.5K- 2.72% |
$128K - $133K
|
232K
$4.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
80+ 0.19% |
$1.57K - $1.64K
|
42.8K
$883K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
713New |
$14.1K - $14.3K
|
713
$14.7K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
74.5K+ 1148.49% |
$1.47M - $1.49M
|
81K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
45.1KNew |
$890K - $903K
|
45.1K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
36.1KNew |
$712K - $722K
|
36.1K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.43K+ 83.47% |
$166K - $169K
|
18.5K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-168- 0.91% |
$3.32K - $3.37K
|
18.3K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.98K+ 28.21% |
$197K - $200K
|
45.4K
$936K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
45.4K+ 131.15% |
$897K - $910K
|
80.1K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.8KNew |
$331K - $336K
|
16.8K
$346K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
568+ 102.71% |
$11.2K - $11.4K
|
1.12K
$23.1K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.62K+ 47.15% |
$71.5K - $72.5K
|
11.3K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.44K- 66.82% |
$127K - $129K
|
3.2K
$65.9K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.42K+ 4.06% |
$47.8K - $48.4K
|
62K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
202K+ 886.28% |
$3.98M - $4.04M
|
224K
$4.63M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
34.6K+ 75.71% |
$684K - $693K
|
80.3K
$1.66M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.35K+ 29.5% |
$85.9K - $87.1K
|
19.1K
$394K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-10.4K- 22.08% |
$206K - $209K
|
36.9K
$761K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-510- 2.87% |
$10.1K - $10.2K
|
17.3K
$356K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.11K+ 4.76% |
$41.7K - $42.3K
|
46.4K
$958K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
445New |
$8.79K - $8.91K
|
445
$9.18K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
71.5KNew |
$1.41M - $1.43M
|
71.5K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-887- 1.73% |
$17.5K - $17.8K
|
50.4K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.6KNew |
$269K - $273K
|
13.6K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.1K+ 37.22% |
$279K - $283K
|
52.1K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
259+ 1.92% |
$5.12K - $5.19K
|
13.7K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67New |
$1.32K - $1.34K
|
67
$1.38K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.75K+ 37.68% |
$113K - $115K
|
21K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.7KNew |
$92.2K - $93.6K
|
4.7K
$96.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-115- 0.72% |
$2.26K - $2.29K
|
15.8K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
106+ 216.33% |
$2.08K - $2.11K
|
155
$3.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.38K- 4.45% |
$27.1K - $27.6K
|
29.7K
$612K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
934+ 1.42% |
$18.3K - $18.6K
|
66.6K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 23.81% |
$4.91K - $4.98K
|
800
$16.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-316- 2.63% |
$6.2K - $6.3K
|
11.7K
$241K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
168+ 16800.0% |
$3.3K - $3.38K
|
169
$3.49K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 0.85% |
$452 - $463
|
2.73K
$56.3K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-4.66K- 23.08% |
$91.5K - $93.7K
|
15.5K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.3K+ 112.67% |
$439K - $449K
|
42.1K
$869K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.1KNew |
$297K - $305K
|
15.1K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6KNew |
$209K - $214K
|
10.6K
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.6K- 50.28% |
$345K - $353K
|
17.4K
$358K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
151New |
$2.94K - $2.99K
|
151
$3.12K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
28.6KNew |
$557K - $567K
|
28.6K
$590K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34New |
$662 - $674
|
34
$701
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
401+ 7.13% |
$7.81K - $7.95K
|
6.03K
$124K
|
|