Purchases and Sales Made in Q2 2024 in First Tr Exchange Traded Fd Ii (FMB)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (FMB) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-150- 0.71% |
$7.57K - $7.71K
|
20.9K
$1.07M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-194- 77.29% |
$9.79K - $9.98K
|
57
$2.92K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-209- 4.47% |
$10.5K - $10.7K
|
4.47K
$229K
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-228- 1.67% |
$11.5K - $11.7K
|
13.4K
$686K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-238- 4.87% |
$12K - $12.2K
|
4.65K
$238K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-243- 3.1% |
$12.3K - $12.5K
|
7.59K
$388K
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-267- 1.74% |
$13.5K - $13.7K
|
15.1K
$772K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-278- 5.01% |
$14K - $14.3K
|
5.27K
$270K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-303- 1.42% |
$15.3K - $15.6K
|
21.1K
$1.08M
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-333- 11.49% |
$16.8K - $17.1K
|
2.57K
$131K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-344- 19.37% |
$17.4K - $17.7K
|
1.43K
$73.3K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-390- 3.26% |
$19.7K - $20.1K
|
11.6K
$592K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-394- 0.86% |
$19.9K - $20.3K
|
45.7K
$2.34M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-399- 4.68% |
$20.1K - $20.5K
|
8.13K
$416K
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-417- 0.2% |
$21K - $21.4K
|
203K
$10.4M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-418- 4.1% |
$21.1K - $21.5K
|
9.78K
$501K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-434- 1.21% |
$21.9K - $22.3K
|
35.3K
$1.81M
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-439- 2.16% |
$22.2K - $22.6K
|
19.9K
$1.02M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-481- 5.87% |
$24.3K - $24.7K
|
7.71K
$395K
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-537- 3.33% |
$27.1K - $27.6K
|
15.6K
$798K
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-559- 5.08% |
$28.2K - $28.7K
|
10.4K
$534K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-569- 1.15% |
$28.7K - $29.3K
|
48.8K
$2.5M
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-576- 6.76% |
$29.1K - $29.6K
|
7.95K
$407K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-695- 2.24% |
$35.1K - $35.7K
|
30.4K
$1.56M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-700- 11.3% |
$35.3K - $36K
|
5.5K
$281K
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-720- 14.57% |
$36.3K - $37K
|
4.22K
$216K
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-750- 3.51% |
$37.9K - $38.6K
|
20.6K
$1.05M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-818- 1.5% |
$41.3K - $42.1K
|
53.7K
$2.75M
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-823- 1.82% |
$41.5K - $42.3K
|
44.5K
$2.28M
|
|
Jul 18, 2024
Q2 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-953- 9.53% |
$48.1K - $49K
|
9.05K
$463K
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-972- 4.16% |
$49.1K - $50K
|
22.4K
$1.15M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-984- 0.62% |
$49.7K - $50.6K
|
157K
$8.05M
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-1.02K- 2.11% |
$51.3K - $52.3K
|
47.1K
$2.41M
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.07K- 11.71% |
$54K - $55K
|
8.06K
$413K
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-1.08K- 12.64% |
$54.6K - $55.6K
|
7.48K
$383K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.09K- 55.49% |
$55.1K - $56.1K
|
875
$44.8K
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.13K- 2.31% |
$56.9K - $58K
|
47.6K
$2.44M
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.17K- 1.82% |
$58.9K - $60K
|
63.1K
$3.23M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.17K- 4.89% |
$58.9K - $60K
|
22.7K
$1.16M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.24K- 13.53% |
$62.7K - $63.9K
|
7.94K
$407K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.25K- 13.89% |
$63.1K - $64.3K
|
7.75K
$397K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.26K- 2.2% |
$63.7K - $65K
|
56.2K
$2.88M
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.3K- 17.26% |
$65.6K - $66.8K
|
6.23K
$319K
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.3K- 12.28% |
$65.8K - $67K
|
9.31K
$477K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.33K- 3.9% |
$67.3K - $68.6K
|
32.9K
$1.68M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.36K- 4.06% |
$68.6K - $69.9K
|
32.1K
$1.64M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.44K- 33.01% |
$72.8K - $74.2K
|
2.93K
$150K
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.47K- 19.56% |
$74.3K - $75.8K
|
6.06K
$310K
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.48K- 10.17% |
$74.4K - $75.9K
|
13K
$667K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.5K- 5.76% |
$75.7K - $77.1K
|
24.5K
$1.26M
|