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 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-207- 2.36% |
$10.5K - $10.6K
|
8.56K
$438K
|
|
|
Jan 27, 2026
Q4 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-228- 1.67% |
$11.6K - $11.7K
|
13.4K
$685K
|
|
|
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 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-356- 1.58% |
$18.1K - $18.3K
|
22.2K
$1.13M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-543- 6.18% |
$27.6K - $27.9K
|
8.24K
$422K
|
|
|
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 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-772- 15.27% |
$39.2K - $39.7K
|
4.29K
$219K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-838- 2.08% |
$42.5K - $43K
|
39.5K
$2.02M
|
|
|
Jan 27, 2026
Q4 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-931- 17.26% |
$47.2K - $47.8K
|
4.46K
$228K
|
|
|
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 29, 2026
Q4 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-1.04K- 16.71% |
$52.8K - $53.4K
|
5.18K
$265K
|
|
|
Jan 29, 2026
Q4 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.1K- 3.46% |
$55.9K - $56.6K
|
30.7K
$1.57M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.37K- 1.3% |
$69.4K - $70.3K
|
104K
$5.31M
|
|
|
Jan 28, 2026
Q4 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-1.45K- 23.98% |
$73.4K - $74.3K
|
4.59K
$235K
|
|
|
Jan 23, 2026
Q4 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.57K- 6.85% |
$79.8K - $80.8K
|
21.4K
$1.09M
|
|
|
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 28, 2026
Q4 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.72K- 8.97% |
$87.1K - $88.2K
|
17.4K
$890K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2K- 6.34% |
$101K - $103K
|
29.5K
$1.51M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.3K- 10.7% |
$117K - $118K
|
19.2K
$980K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-2.37K- 6.05% |
$120K - $122K
|
36.7K
$1.88M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.51K- 2.02% |
$127K - $129K
|
122K
$6.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-2.61K- 9.29% |
$132K - $134K
|
25.5K
$1.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.68K- 18.26% |
$187K - $189K
|
16.5K
$842K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4.61K- 6.66% |
$234K - $237K
|
64.7K
$3.31M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.85K- 51.02% |
$246K - $249K
|
4.66K
$238K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.86K- 17.81% |
$247K - $250K
|
22.5K
$1.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5.77K- 9.27% |
$293K - $296K
|
56.5K
$2.89M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-6.17K- 37.99% |
$313K - $317K
|
10.1K
$515K
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
SELL
|
- |
-6.36K- 7.43% |
$323K - $327K
|
79.3K
$4.05M
|
|
|
Jan 27, 2026
Q4 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-7.38K- 63.49% |
$374K - $379K
|
4.24K
$217K
|
|
|
Jan 15, 2026
Q4 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-9.91K- 21.9% |
$503K - $509K
|
35.3K
$1.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-10.6K- 9.59% |
$540K - $547K
|
100K
$5.13M
|
|
|
Jan 23, 2026
Q4 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-12.6K- 36.31% |
$640K - $648K
|
22.1K
$1.13M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-13.3K- 27.44% |
$675K - $683K
|
35.2K
$1.8M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-15.5K- 14.75% |
$787K - $796K
|
89.6K
$4.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-22.5K- 74.61% |
$1.14M - $1.16M
|
7.66K
$392K
|
|
|
Jan 21, 2026
Q4 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-44.8K- 76.36% |
$2.28M - $2.3M
|
13.9K
$710K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-45.8K- 25.49% |
$2.32M - $2.35M
|
134K
$6.84M
|
|
|
Jan 28, 2026
Q4 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-48.7K- 42.86% |
$2.47M - $2.5M
|
64.9K
$3.32M
|
|
|
Jan 29, 2026
Q4 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-66.6K- 17.42% |
$3.38M - $3.42M
|
316K
$16.1M
|
|