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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.58K- 4.81% |
$79.7K - $81.2K
|
31.2K
$1.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.87K- 26.83% |
$94.5K - $96.3K
|
5.11K
$261K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 6.28% |
$103K - $105K
|
30.6K
$1.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.07K- 27.77% |
$104K - $106K
|
5.38K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.12K- 3.75% |
$107K - $109K
|
54.5K
$2.79M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.42K- 12.69% |
$122K - $125K
|
16.7K
$854K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-2.52K- 15.24% |
$127K - $130K
|
14K
$717K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.54K- 2.49% |
$128K - $131K
|
99.5K
$5.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-2.58K- 1.68% |
$130K - $133K
|
150K
$7.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.93K- 3.04% |
$148K - $151K
|
93.5K
$4.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.94K- 14.29% |
$148K - $151K
|
17.6K
$902K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.05K- 5.99% |
$154K - $157K
|
47.8K
$2.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-3.22K- 3.03% |
$162K - $166K
|
103K
$5.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.28K- 1.71% |
$166K - $169K
|
189K
$9.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.32K- 15.95% |
$168K - $171K
|
17.5K
$896K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.6K- 8.98% |
$182K - $185K
|
36.5K
$1.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-3.86K- 7.76% |
$195K - $198K
|
45.8K
$2.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.13K- 13.67% |
$208K - $212K
|
26K
$1.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-4.22K- 12.76% |
$213K - $217K
|
28.8K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.3K- 0.62% |
$217K - $221K
|
689K
$35.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-4.31K- 8.58% |
$218K - $222K
|
45.9K
$2.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.59K- 8.54% |
$232K - $236K
|
49.2K
$2.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-4.6K- 4.78% |
$232K - $237K
|
91.7K
$4.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.61K- 41.49% |
$233K - $237K
|
6.5K
$333K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-4.68K- 12.74% |
$236K - $241K
|
32.1K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.83K- 4.81% |
$244K - $248K
|
95.7K
$4.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-5.29K- 6.75% |
$267K - $272K
|
73K
$3.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-5.96K- 14.43% |
$301K - $307K
|
35.4K
$1.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-6.36K- 17.87% |
$321K - $327K
|
29.2K
$1.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-6.41K- 7.14% |
$323K - $329K
|
83.3K
$4.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-6.76K- 32.3% |
$341K - $348K
|
14.2K
$725K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-7.05K- 33.22% |
$356K - $362K
|
14.2K
$725K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.66K- 52.7% |
$387K - $394K
|
6.87K
$352K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-7.88K- 16.58% |
$398K - $405K
|
39.6K
$2.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.09K- 2.0% |
$408K - $416K
|
396K
$20.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-8.37K- 16.12% |
$423K - $431K
|
43.6K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.71K- 13.5% |
$440K - $448K
|
55.8K
$2.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.1K- 6.0% |
$507K - $517K
|
157K
$8.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.2K- 8.4% |
$513K - $523K
|
111K
$5.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-10.5K- 28.8% |
$530K - $540K
|
26K
$1.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.9K- 1.45% |
$550K - $560K
|
741K
$37.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14K- 37.02% |
$708K - $722K
|
23.9K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-14.9K- 20.42% |
$754K - $768K
|
58.2K
$2.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-15.6KClosed |
$787K - $802K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-21.1K- 10.24% |
$1.06M - $1.08M
|
185K
$9.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-21.1K- 49.93% |
$1.07M - $1.09M
|
21.2K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.5K- 6.69% |
$1.13M - $1.16M
|
313K
$16M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25K- 5.93% |
$1.26M - $1.29M
|
396K
$20.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-28K- 12.64% |
$1.41M - $1.44M
|
193K
$9.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-28.9K- 13.23% |
$1.46M - $1.49M
|
190K
$9.72M
|