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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 0.82% |
$607 - $625
|
1.48K
$75.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 1.13% |
$101 - $104
|
179
$9.16K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.3% |
$50.6 - $52.1
|
78
$3.99K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$50.6 - $52.1
|
22.3K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-4- 0.02% |
$202 - $208
|
20.7K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-9- -0.0% |
$456 - $469
|
284K
$14.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-45- 0.15% |
$2.28K - $2.34K
|
30.4K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-120- 1.86% |
$6.07K - $6.25K
|
6.32K
$324K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-133- 1.77% |
$6.73K - $6.93K
|
7.36K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-139- 1.15% |
$7.04K - $7.24K
|
11.9K
$609K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-159- 0.62% |
$8.05K - $8.28K
|
25.4K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-175- 0.04% |
$8.86K - $9.11K
|
426K
$21.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-180- 3.71% |
$9.11K - $9.37K
|
4.67K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-185- 1.75% |
$9.36K - $9.63K
|
10.4K
$532K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-218- 1.76% |
$11K - $11.4K
|
12.2K
$624K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-219- 0.85% |
$11.1K - $11.4K
|
25.5K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-246- 89.45% |
$12.5K - $12.8K
|
29
$1.48K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-257- 1.41% |
$13K - $13.4K
|
17.9K
$917K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-266- 0.55% |
$13.5K - $13.9K
|
47.9K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-298- 31.87% |
$15.1K - $15.5K
|
637
$32.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-321- 3.23% |
$16.2K - $16.7K
|
9.6K
$491K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-359- 3.52% |
$18.2K - $18.7K
|
9.85K
$504K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-362- 6.27% |
$18.3K - $18.8K
|
5.42K
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-386- 4.6% |
$19.5K - $20.1K
|
8K
$409K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-416- 4.13% |
$21.1K - $21.7K
|
9.67K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-483- 1.47% |
$24.4K - $25.1K
|
32.4K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-500- 6.77% |
$25.3K - $26K
|
6.88K
$352K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-502- 1.4% |
$25.4K - $26.1K
|
35.3K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-530- 3.71% |
$26.8K - $27.6K
|
13.7K
$704K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-566- 4.4% |
$28.7K - $29.5K
|
12.3K
$629K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-586- 3.9% |
$29.7K - $30.5K
|
14.5K
$740K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-640- 2.85% |
$32.4K - $33.3K
|
21.9K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-643- 54.4% |
$32.5K - $33.5K
|
539
$27.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-658- 1.14% |
$33.3K - $34.3K
|
57.3K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-677- 21.23% |
$34.3K - $35.3K
|
2.51K
$129K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-781- 3.2% |
$39.5K - $40.7K
|
23.6K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-879- 5.82% |
$44.5K - $45.8K
|
14.2K
$728K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-943- 3.18% |
$47.7K - $49.1K
|
28.7K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-950- 9.82% |
$48.1K - $49.5K
|
8.72K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-970- 0.56% |
$49.1K - $50.5K
|
173K
$8.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-990- 8.16% |
$50.1K - $51.5K
|
11.1K
$571K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 12.8% |
$53.9K - $55.4K
|
7.25K
$371K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.07K- 3.06% |
$53.9K - $55.5K
|
33.7K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.1K- 18.02% |
$55.8K - $57.4K
|
5.02K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.12K- 0.56% |
$56.8K - $58.4K
|
198K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.16K- 3.46% |
$58.8K - $60.5K
|
32.4K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-1.26K- 14.24% |
$63.5K - $65.3K
|
7.56K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.37K- 2.15% |
$69.1K - $71.1K
|
62.1K
$3.18M
|