Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
75.5KNew |
$1.48M - $1.52M
|
75.5K
$1.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
31.1KNew |
$611K - $625K
|
31.1K
$614K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
30KNew |
$590K - $604K
|
30K
$593K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.3K+ 112.67% |
$439K - $449K
|
42.1K
$832K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
19.6K+ 103.26% |
$386K - $395K
|
38.6K
$764K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.1KNew |
$297K - $305K
|
15.1K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.2KNew |
$260K - $266K
|
13.2K
$261K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6KNew |
$209K - $214K
|
10.6K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.73K+ 25.02% |
$113K - $115K
|
28.6K
$566K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.21K+ 24.45% |
$102K - $105K
|
26.5K
$524K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.07K+ 3.73% |
$40.8K - $41.7K
|
57.7K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.81K+ 4.52% |
$35.6K - $36.4K
|
41.8K
$827K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.41K+ 7.79% |
$27.7K - $28.3K
|
19.5K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.38K+ 661.06% |
$27K - $27.7K
|
1.58K
$31.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
1.06K+ 2.03% |
$20.8K - $21.3K
|
53.2K
$1.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
819+ 1.26% |
$16.1K - $16.5K
|
65.7K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
809+ 5.36% |
$15.9K - $16.3K
|
15.9K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
188+ 2.51% |
$3.7K - $3.78K
|
7.68K
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
168+ 16800.0% |
$3.3K - $3.38K
|
169
$3.34K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
162+ 1.38% |
$3.18K - $3.26K
|
11.9K
$235K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
158New |
$3.11K - $3.18K
|
158
$3.12K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
125+ 0.67% |
$2.46K - $2.52K
|
18.9K
$373K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-113- 0.58% |
$2.22K - $2.27K
|
19.2K
$380K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-202- 1.65% |
$3.97K - $4.07K
|
12K
$238K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-326- 2.86% |
$6.41K - $6.56K
|
11.1K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.96K- 7.12% |
$38.6K - $39.5K
|
25.6K
$506K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.04K- 3.83% |
$40.1K - $41K
|
51.2K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.71K- 16.52% |
$132K - $135K
|
33.9K
$670K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.85K- 30.57% |
$135K - $138K
|
15.6K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-6.92K- 2.7% |
$136K - $139K
|
250K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.15K- 19.98% |
$180K - $184K
|
36.7K
$725K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.6K- 50.28% |
$345K - $353K
|
17.4K
$343K
|