Purchases and Sales Made in Q1 2025 in First Tr Exchange Traded Fd Ii (MARB)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (MARB) during Q1 2025. 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
202K+ 886.28% |
$3.98M - $4.04M
|
224K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
74.5K+ 1148.49% |
$1.47M - $1.49M
|
81K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
71.5KNew |
$1.41M - $1.43M
|
71.5K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
45.4K+ 131.15% |
$897K - $910K
|
80.1K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
45.1KNew |
$890K - $903K
|
45.1K
$923K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
36.1KNew |
$712K - $722K
|
36.1K
$738K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
34.6K+ 75.71% |
$684K - $693K
|
80.3K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
21.9KNew |
$432K - $439K
|
21.9K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.8KNew |
$331K - $336K
|
16.8K
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.1K+ 37.22% |
$279K - $283K
|
52.1K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.6KNew |
$269K - $273K
|
13.6K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.98K+ 28.21% |
$197K - $200K
|
45.4K
$929K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.43K+ 83.47% |
$166K - $169K
|
18.5K
$379K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.35K+ 29.5% |
$85.9K - $87.1K
|
19.1K
$391K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.62K+ 47.15% |
$71.5K - $72.5K
|
11.3K
$231K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.42K+ 4.06% |
$47.8K - $48.4K
|
62K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.11K+ 4.76% |
$41.7K - $42.3K
|
46.4K
$950K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.73K+ 4.22% |
$34.2K - $34.7K
|
42.7K
$875K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
568+ 102.71% |
$11.2K - $11.4K
|
1.12K
$22.9K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
445New |
$8.79K - $8.91K
|
445
$9.11K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
259+ 1.92% |
$5.12K - $5.19K
|
13.7K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67New |
$1.32K - $1.34K
|
67
$1.37K
|
|
|
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
$374K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-510- 2.87% |
$10.1K - $10.2K
|
17.3K
$353K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-887- 1.73% |
$17.5K - $17.8K
|
50.4K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.44K- 66.82% |
$127K - $129K
|
3.2K
$65.4K
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-6.95K- 2.82% |
$137K - $139K
|
239K
$4.89M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-10.4K- 22.08% |
$206K - $209K
|
36.9K
$755K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.9K- 49.48% |
$295K - $299K
|
15.3K
$312K
|