Purchases and Sales Made in Q3 2022 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 Q3 2022. 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, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-392- 3.23% |
$19.1K - $20.4K
|
11.8K
$602K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-397- 4.16% |
$19.3K - $20.6K
|
9.14K
$468K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-403- 0.54% |
$19.6K - $20.9K
|
74.8K
$3.83M
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
SELL
|
- |
-466- 7.64% |
$22.7K - $24.2K
|
5.63K
$288K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-553- 3.31% |
$26.9K - $28.7K
|
16.2K
$827K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-579- 9.78% |
$28.2K - $30.1K
|
5.34K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-688- 7.14% |
$33.5K - $35.8K
|
8.94K
$458K
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-735- 4.37% |
$35.8K - $38.2K
|
16.1K
$823K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-747- 13.76% |
$36.4K - $38.8K
|
4.68K
$240K
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-768- 12.48% |
$37.4K - $39.9K
|
5.38K
$276K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-768Closed |
$37.4K - $39.9K
|
0
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
SELL
|
- |
-813- 1.69% |
$39.6K - $42.3K
|
47.3K
$2.42M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-825- 3.39% |
$40.2K - $42.9K
|
23.5K
$1.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-893- 12.52% |
$43.5K - $46.4K
|
6.24K
$319K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-900- 51.43% |
$43.8K - $46.8K
|
850
$43.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.06K- 7.39% |
$51.6K - $55K
|
13.3K
$679K
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.11K- 11.8% |
$54.1K - $57.7K
|
8.3K
$425K
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.12K- 2.78% |
$54.8K - $58.4K
|
39.3K
$2.01M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.16K- 5.15% |
$56.6K - $60.3K
|
21.4K
$1.09M
|
|
|
Oct 05, 2022
Q3 2022
|
Edge Rock Capital LLC
|
SELL
|
- |
-1.18K- 0.74% |
$57.7K - $61.5K
|
158K
$8.11M
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.35K- 8.95% |
$66K - $70.4K
|
13.8K
$705K
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.4K- 3.06% |
$68.1K - $72.6K
|
44.2K
$2.26M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.48K- 1.17% |
$72K - $76.8K
|
125K
$6.39M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.5K- 9.66% |
$73.1K - $78K
|
14K
$718K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.72K- 22.04% |
$83.7K - $89.2K
|
6.07K
$311K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2K- 25.49% |
$97.3K - $104K
|
5.84K
$299K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.01K- 15.81% |
$97.8K - $104K
|
10.7K
$547K
|
|
|
Oct 13, 2022
Q3 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.07K- 7.88% |
$101K - $107K
|
24.2K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.09K- 8.7% |
$102K - $109K
|
21.9K
$1.12M
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.24K- 5.39% |
$109K - $116K
|
39.3K
$2.01M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.36K- 11.79% |
$115K - $123K
|
17.7K
$904K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.57K- 20.31% |
$125K - $134K
|
10.1K
$517K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.6K- 25.18% |
$127K - $135K
|
7.72K
$395K
|
|
|
Oct 27, 2022
Q3 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-2.64K- 1.82% |
$128K - $137K
|
142K
$7.29M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.75K- 26.29% |
$134K - $143K
|
7.72K
$395K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.77K- 17.8% |
$135K - $144K
|
12.8K
$655K
|
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-2.79K- 21.61% |
$136K - $145K
|
10.1K
$519K
|
|
|
Nov 14, 2022
Q3 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2.83K- 5.9% |
$138K - $147K
|
45.1K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.88K- 20.52% |
$140K - $149K
|
11.1K
$570K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.19K- 13.62% |
$155K - $166K
|
20.2K
$1.04M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.29K- 24.39% |
$160K - $171K
|
10.2K
$522K
|
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-3.31K- 7.04% |
$161K - $172K
|
43.7K
$2.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.41K- 15.22% |
$166K - $177K
|
19K
$972K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.48K- 33.69% |
$169K - $181K
|
6.84K
$350K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.5K- 25.38% |
$171K - $182K
|
10.3K
$527K
|
|
|
Oct 12, 2022
Q3 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-3.59K- 13.95% |
$175K - $187K
|
22.1K
$1.13M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.66K- 7.84% |
$178K - $190K
|
43K
$2.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-3.67K- 7.58% |
$179K - $191K
|
44.7K
$2.29M
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-3.7K- 15.84% |
$180K - $192K
|
19.6K
$1M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.97KClosed |
$194K - $206K
|
0
$0
|