Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.15MNew |
$58.2M - $59.9M
|
1.15M
$58.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
291KNew |
$14.7M - $15.1M
|
291K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
129K+ 620.3% |
$6.55M - $6.73M
|
150K
$7.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
127KNew |
$6.44M - $6.63M
|
127K
$6.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
85.3K+ 44.71% |
$4.32M - $4.44M
|
276K
$14.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
64K+ 1097.41% |
$3.24M - $3.33M
|
69.8K
$3.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
62.9KNew |
$3.18M - $3.27M
|
62.9K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
51.3K+ 3.07% |
$2.59M - $2.67M
|
1.72M
$88.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49K+ 18.82% |
$2.48M - $2.55M
|
309K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.8K+ 19.37% |
$2.47M - $2.54M
|
301K
$15.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.7K+ 27.45% |
$2.42M - $2.48M
|
221K
$11.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
47.6K+ 244.06% |
$2.41M - $2.48M
|
67.1K
$3.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
45.3K+ 74.4% |
$2.29M - $2.36M
|
106K
$5.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.3K+ 15.05% |
$2.04M - $2.1M
|
308K
$15.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
38.9K+ 33.27% |
$1.97M - $2.03M
|
156K
$7.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
36.8KNew |
$1.87M - $1.92M
|
36.8K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
30K+ 4.99% |
$1.52M - $1.56M
|
630K
$32.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29K+ 58.07% |
$1.47M - $1.51M
|
79K
$4.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
26.7K+ 119.27% |
$1.35M - $1.39M
|
49.1K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
25.8KNew |
$1.31M - $1.34M
|
25.8K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
23.5KNew |
$1.19M - $1.22M
|
23.5K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.1K+ 45.34% |
$1.17M - $1.2M
|
73.9K
$3.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
22.3K+ 51.12% |
$1.13M - $1.16M
|
66K
$3.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21.2K+ 481.98% |
$1.07M - $1.1M
|
25.6K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.8K+ 11.36% |
$1M - $1.03M
|
194K
$9.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
19.3KNew |
$978K - $1.01M
|
19.3K
$990K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
18.9KNew |
$956K - $984K
|
18.9K
$968K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
18.5K+ 53.3% |
$937K - $964K
|
53.3K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.2K+ 4.1% |
$870K - $895K
|
436K
$22.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
16.6KNew |
$841K - $865K
|
16.6K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
16.5KNew |
$837K - $861K
|
16.5K
$847K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16K+ 4.83% |
$808K - $831K
|
347K
$17.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
15.9K+ 15.22% |
$804K - $827K
|
120K
$6.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
13.6K+ 12.66% |
$687K - $707K
|
121K
$6.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13K+ 256.79% |
$656K - $675K
|
18K
$922K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
12.9K+ 4.86% |
$654K - $673K
|
279K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
12.6KNew |
$638K - $656K
|
12.6K
$645K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
11.4K+ 12.31% |
$578K - $595K
|
104K
$5.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
10.9KNew |
$550K - $566K
|
10.9K
$557K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
10.9KNew |
$550K - $566K
|
10.9K
$557K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
10.7K+ 27.25% |
$544K - $559K
|
50.1K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.5K+ 17.79% |
$534K - $549K
|
69.8K
$3.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
10.4K+ 14.08% |
$527K - $542K
|
84.4K
$4.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.99KNew |
$506K - $520K
|
9.99K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.06K+ 0.29% |
$459K - $472K
|
3.14M
$161M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.91KNew |
$451K - $464K
|
8.91K
$457K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.82K+ 22.07% |
$446K - $459K
|
48.8K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.58KNew |
$435K - $447K
|
8.58K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.58KNew |
$434K - $447K
|
8.58K
$440K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.38K+ 123.13% |
$424K - $437K
|
15.2K
$778K
|