Purchases and Sales Made in Q4 2025 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 2025. 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 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
72.6KNew |
$3.68M - $3.73M
|
72.6K
$3.71M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
27.3K+ 33.44% |
$1.39M - $1.4M
|
109K
$5.57M
|
|
|
Jan 21, 2026
Q4 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
17K+ 35.98% |
$863K - $873K
|
64.3K
$3.29M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
16.6K+ 111.3% |
$840K - $850K
|
31.4K
$1.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
16KNew |
$814K - $824K
|
16K
$820K
|
|
|
Jan 23, 2026
Q4 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
15.1K+ 314.5% |
$766K - $775K
|
19.9K
$1.02M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
14.9KNew |
$755K - $764K
|
14.9K
$761K
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
14.2KNew |
$722K - $731K
|
14.2K
$728K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.9K+ 11.93% |
$704K - $713K
|
130K
$6.66M
|
|
|
Jan 20, 2026
Q4 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
12.4KNew |
$630K - $637K
|
12.4K
$635K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
9.25K+ 6.18% |
$469K - $475K
|
159K
$8.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.13KNew |
$412K - $417K
|
8.13K
$416K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
7.81K+ 11.61% |
$396K - $401K
|
75.1K
$3.84M
|
|
|
Jan 20, 2026
Q4 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
6.86K+ 13.23% |
$348K - $352K
|
58.7K
$3M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.19K+ 233.16% |
$162K - $164K
|
4.55K
$233K
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.94K+ 12.97% |
$149K - $151K
|
25.6K
$1.31M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.66K+ 4.95% |
$135K - $137K
|
56.4K
$2.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.58K+ 3.16% |
$131K - $133K
|
84.3K
$4.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.57K+ 5.4% |
$130K - $132K
|
50.1K
$2.57M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.05K+ 247.35% |
$104K - $105K
|
2.88K
$147K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.86K+ 29.32% |
$94.6K - $95.8K
|
8.22K
$421K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.3K+ 9.82% |
$66K - $66.8K
|
14.5K
$744K
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.01K+ 16.07% |
$51K - $51.6K
|
7.26K
$371K
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
587+ 2.03% |
$29.8K - $30.2K
|
29.6K
$1.51M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
575+ 2.38% |
$29.2K - $29.5K
|
24.8K
$1.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
472+ 0.88% |
$24K - $24.2K
|
53.9K
$2.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
363+ 1.1% |
$18.4K - $18.6K
|
33.3K
$1.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
289+ 9.47% |
$14.7K - $14.8K
|
3.34K
$171K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
162+ 0.6% |
$8.22K - $8.32K
|
27.1K
$1.39M
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
124+ 0.57% |
$6.29K - $6.37K
|
22K
$1.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Tl Private Wealth
|
BUY
|
- |
105+ 0.76% |
$5.33K - $5.39K
|
13.8K
$708K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
88+ 0.37% |
$4.47K - $4.52K
|
23.8K
$1.22M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
25+ 0.58% |
$1.27K - $1.28K
|
4.36K
$223K
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
23+ 0.49% |
$1.17K - $1.18K
|
4.73K
$242K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.55% |
$50.8 - $51.4
|
183
$9.36K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-10- 0.08% |
$508 - $514
|
13.1K
$671K
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
SELL
|
- |
-200- 1.71% |
$10.2K - $10.3K
|
11.5K
$589K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-207- 2.36% |
$10.5K - $10.6K
|
8.56K
$438K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-278- 4.27% |
$14.1K - $14.3K
|
6.23K
$319K
|
|
|
Jan 23, 2026
Q4 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-294- 4.62% |
$14.9K - $15.1K
|
6.07K
$310K
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-350- 2.78% |
$17.8K - $18K
|
12.2K
$625K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-600- 0.87% |
$30.5K - $30.8K
|
68.3K
$3.49M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-729- 6.86% |
$37K - $37.4K
|
9.9K
$506K
|
|
|
Jan 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-768- 10.08% |
$39K - $39.5K
|
6.85K
$350K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-838- 2.08% |
$42.5K - $43K
|
39.5K
$2.02M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-960- 8.82% |
$48.7K - $49.3K
|
9.93K
$508K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-992- 14.37% |
$50.3K - $51K
|
5.91K
$302K
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.58K- 13.61% |
$80.4K - $81.4K
|
10.1K
$514K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.7K- 1.85% |
$86.3K - $87.3K
|
90.2K
$4.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2K- 6.34% |
$101K - $103K
|
29.5K
$1.51M
|
|