Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Fd Ii (MARB)

MARB Quotes by TradingView

This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (MARB) during Q1 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
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
129K
New
$2.55M - $2.62M
129K $2.55M
Apr 04, 2023 Q1 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
91.7K
New
$1.81M - $1.86M
91.7K $1.81M
Apr 17, 2023 Q1 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
67.1K
New
$1.33M - $1.36M
67.1K $1.33M
Apr 17, 2023 Q1 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
59.1K
New
$1.17M - $1.2M
59.1K $1.17M
Apr 20, 2023 Q1 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
58.1K
New
$1.15M - $1.18M
58.1K $1.15M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
53.4K
New
$1.06M - $1.08M
53.4K $1.06M
May 11, 2023 Q1 2023
Financial Advisory Service, Inc.

BUY
 -
48.9K
+ 36.96%
$966K - $992K
181K $3.58M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
43.2K
New
$854K - $876K
43.2K $853K
Jun 01, 2023 Q1 2023
Org Partners LLC

Roanoke, IN
BUY
 -
39.5K
New
$781K - $801K
39.5K $780K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
36.8K
New
$727K - $746K
36.8K $727K
Apr 25, 2023 Q1 2023
Quaker Wealth Management, LLC

BUY
 -
29.4K
New
$581K - $596K
29.4K $581K
May 04, 2023 Q1 2023
Clear Harbor Asset Management, LLC

BUY
 -
23.2K
New
$458K - $470K
23.2K $458K
May 01, 2023 Q1 2023
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
20.1K
+ 183.53%
$397K - $407K
31K $613K
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
15K
New
$297K - $305K
15K $297K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
15K
New
$297K - $305K
15K $297K
May 12, 2023 Q1 2023
First Foundation Advisors

Irvine, CA
BUY
 -
12.8K
New
$253K - $260K
12.8K $253K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
11K
+ 19.07%
$218K - $224K
68.9K $1.36M
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
11K
+ 23.78%
$218K - $224K
57.4K $1.14M
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
10.9K
+ 87.14%
$216K - $221K
23.4K $463K
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
10.2K
New
$202K - $207K
10.2K $201K
Apr 10, 2023 Q1 2023
Wealth Care Investment Partners, LLC

BUY
 -
8.7K
+ 25.03%
$172K - $177K
43.5K $860K
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
8.6K
+ 155.12%
$170K - $175K
14.1K $280K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
8.51K
+ 5.52%
$168K - $173K
163K $3.21M
May 04, 2023 Q1 2023
Holistic Financial Partners

BUY
 -
7.95K
+ 24.67%
$157K - $161K
40.2K $794K
May 11, 2023 Q1 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
7.77K
+ 27.5%
$154K - $158K
36K $713K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
7.63K
+ 2.35%
$151K - $155K
332K $6.56M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
6.64K
+ 16.67%
$131K - $135K
46.5K $919K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.87K
New
$37K - $38K
1.87K $37K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
1.17K
+ 2.18%
$23.1K - $23.7K
54.6K $1.08M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
384
New
$7.6K - $7.8K
384 $7.59K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
252
New
$4.98K - $5.12K
252 $4.98K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
246
New
$4.87K - $4.99K
246 $4.86K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
122
+ 87.77%
$2.41K - $2.48K
261 $5.16K
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
50
+ 0.38%
$989 - $1.02K
13.2K $261K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
19
New
$376 - $386
19 $376
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
8
New
$158 - $162
8 $158
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-5
- 83.33%
$98.9 - $102
1 $19.8
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-12
- 0.08%
$237 - $244
15.6K $309K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-27
- 10.42%
$534 - $548
232 $4.59K
Jun 07, 2023 Q1 2023
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-106
- 1.04%
$2.1K - $2.15K
10.1K $199K
May 15, 2024 Q1 2023
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-120
Closed
$2.37K - $2.44K
0 $0
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
SELL
 -
-656
- 5.61%
$13K - $13.3K
11K $218K
May 15, 2023 Q1 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
SELL
 -
-802
- 0.46%
$15.9K - $16.3K
174K $3.44M
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-1.68K
Closed
$33.2K - $34.1K
0 $0
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-1.8K
- 2.85%
$35.6K - $36.5K
61.2K $1.21M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-1.82K
- 3.71%
$36K - $36.9K
47.2K $933K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-3.57K
- 15.7%
$70.7K - $72.5K
19.2K $379K
May 09, 2023 Q1 2023
Atlas Wealth LLC

Cincinnati, OH
SELL
 -
-18.8K
- 16.9%
$371K - $381K
92.2K $1.82M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-18.8K
- 48.0%
$372K - $381K
20.4K $402K

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