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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
110KNew |
$2.17M - $2.26M
|
110K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14New |
$275 - $286
|
14
$291
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
965New |
$19K - $19.7K
|
965
$20K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
300+ 0.65% |
$5.9K - $6.13K
|
46.7K
$970K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.2K+ 114.71% |
$378K - $393K
|
36K
$747K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
331+ 29.53% |
$6.51K - $6.77K
|
1.45K
$30.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
544New |
$10.7K - $11.1K
|
544
$11.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.24K- 6.78% |
$24.4K - $25.3K
|
17K
$354K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.44K+ 48.76% |
$146K - $152K
|
22.7K
$472K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-59- 0.52% |
$1.16K - $1.21K
|
11.2K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.89K- 7.35% |
$116K - $120K
|
74.2K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.75K- 0.78% |
$34.3K - $35.7K
|
223K
$4.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14.4K- 31.71% |
$283K - $294K
|
31K
$644K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.97KNew |
$196K - $204K
|
9.97K
$207K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-66- 0.35% |
$1.3K - $1.35K
|
19K
$395K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.19K+ 1.92% |
$23.4K - $24.3K
|
63.2K
$1.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-22.2K- 60.09% |
$436K - $453K
|
14.7K
$306K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-3.28K- 4.59% |
$64.5K - $67K
|
68.2K
$1.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
12.7K+ 15.86% |
$251K - $260K
|
93.1K
$1.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
713New |
$14K - $14.6K
|
713
$14.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-641- 4.67% |
$12.6K - $13.1K
|
13.1K
$272K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.1K- 9.79% |
$100K - $104K
|
47K
$976K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
$199K - $207K
|
10.1K
$210K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-831- 1.65% |
$16.3K - $17K
|
49.6K
$1.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
141+ 4.41% |
$2.77K - $2.88K
|
3.34K
$69.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16KNew |
$315K - $327K
|
16K
$333K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
24K+ 109.74% |
$473K - $491K
|
45.9K
$954K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2New |
$39.3 - $40.9
|
2
$41.5
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-6.5K- 2.72% |
$128K - $133K
|
232K
$4.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
80+ 0.19% |
$1.57K - $1.64K
|
42.8K
$889K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
713New |
$14.1K - $14.3K
|
713
$14.8K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
45.1KNew |
$890K - $903K
|
45.1K
$936K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
36.1KNew |
$712K - $722K
|
36.1K
$749K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.43K+ 83.47% |
$166K - $169K
|
18.5K
$385K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-510- 2.87% |
$10.1K - $10.2K
|
17.3K
$359K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
445New |
$8.79K - $8.91K
|
445
$9.24K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.6KNew |
$269K - $273K
|
13.6K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67New |
$1.32K - $1.34K
|
67
$1.39K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-115- 0.72% |
$2.26K - $2.29K
|
15.8K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
106+ 216.33% |
$2.08K - $2.11K
|
155
$3.22K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.38K- 4.45% |
$27.1K - $27.6K
|
29.7K
$616K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 23.81% |
$4.91K - $4.98K
|
800
$16.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
934+ 1.42% |
$18.3K - $18.6K
|
66.6K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-316- 2.63% |
$6.2K - $6.3K
|
11.7K
$243K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
168+ 16800.0% |
$3.3K - $3.38K
|
169
$3.51K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 0.85% |
$452 - $463
|
2.73K
$56.6K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-4.66K- 23.08% |
$91.5K - $93.7K
|
15.5K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.3K+ 112.67% |
$439K - $449K
|
42.1K
$875K
|
|