Purchases and Sales Made in Q3 2023 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
223KNew |
$4.42M - $4.55M
|
223K
$4.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
93.6K+ 52.65% |
$1.86M - $1.91M
|
271K
$5.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
52.6KNew |
$1.04M - $1.07M
|
52.6K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
21.2KNew |
$421K - $433K
|
21.2K
$419K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.9K+ 116.68% |
$416K - $428K
|
38.9K
$770K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.5K+ 18.27% |
$367K - $377K
|
120K
$2.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.6K+ 10.89% |
$349K - $359K
|
179K
$3.54M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
17.6K+ 22.84% |
$349K - $359K
|
94.5K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.2K+ 12.02% |
$301K - $310K
|
141K
$2.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14.4KNew |
$285K - $293K
|
14.4K
$284K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.7KNew |
$272K - $280K
|
13.7K
$271K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
13.5KNew |
$269K - $277K
|
13.5K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.5KNew |
$248K - $255K
|
12.5K
$247K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
11.1K+ 25.11% |
$220K - $226K
|
55.2K
$1.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
11K+ 5.59% |
$219K - $225K
|
208K
$4.12M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
9.01K+ 263.71% |
$179K - $184K
|
12.4K
$246K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.14KNew |
$82.2K - $84.6K
|
4.14K
$82K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4K+ 22.53% |
$79.5K - $81.8K
|
21.8K
$431K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4KNew |
$79.4K - $81.7K
|
4K
$79.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.53K+ 8.15% |
$50.1K - $51.6K
|
33.5K
$664K
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.66K+ 2.75% |
$33K - $34K
|
62.2K
$1.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.22K+ 4.23% |
$24.3K - $25K
|
30.1K
$597K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 8.88% |
$22.5K - $23.1K
|
13.9K
$275K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.02K+ 7.29% |
$20.3K - $20.8K
|
15K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
860+ 105.01% |
$17.1K - $17.6K
|
1.68K
$33.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
702+ 5.14% |
$13.9K - $14.3K
|
14.4K
$285K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
607+ 1.23% |
$12.1K - $12.4K
|
49.9K
$988K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
398+ 2.08% |
$7.9K - $8.13K
|
19.5K
$387K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
126New |
$2.5K - $2.57K
|
126
$2.49K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
113+ 1.0% |
$2.24K - $2.31K
|
11.4K
$225K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
44New |
$874 - $899
|
44
$871
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 52.63% |
$199 - $204
|
29
$574
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-107- 87.7% |
$2.13K - $2.19K
|
15
$297
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-139- 41.37% |
$2.76K - $2.84K
|
197
$3.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-847- 1.64% |
$16.8K - $17.3K
|
50.9K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.52K- 3.81% |
$30.2K - $31K
|
38.3K
$759K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.6K- 2.65% |
$31.9K - $32.8K
|
58.9K
$1.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.71K- 1.04% |
$33.9K - $34.9K
|
162K
$3.22M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.88K- 5.41% |
$77K - $79.2K
|
67.8K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.91K- 5.75% |
$97.4K - $100K
|
80.4K
$1.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.09K- 7.56% |
$101K - $104K
|
62.2K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.91K- 24.7% |
$137K - $141K
|
21.1K
$417K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-7.47K- 8.49% |
$148K - $153K
|
80.5K
$1.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-8.81K- 26.18% |
$175K - $180K
|
24.8K
$492K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.93K- 73.69% |
$177K - $182K
|
3.19K
$63.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.9K- 54.38% |
$256K - $263K
|
10.8K
$214K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.1K- 83.82% |
$340K - $350K
|
3.31K
$65.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-27.2K- 37.92% |
$540K - $556K
|
44.5K
$882K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.8K- 66.29% |
$651K - $670K
|
16.7K
$330K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-33.7K- 48.51% |
$669K - $688K
|
35.8K
$708K
|