Latest Institutional Transactions on First Tr Exchange Traded Fd Ii (FMB)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Ii (FMB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-19.4K- 41.35% |
$945K - $1.01M
|
27.5K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.67% |
$390 - $416
|
1.2K
$59.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-33- 68.75% |
$1.61K - $1.72K
|
15
$744
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
850+ 9.55% |
$41.4K - $44.2K
|
9.75K
$484K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
51.1KNew |
$2.49M - $2.65M
|
51.1K
$2.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.11K- 11.8% |
$54.1K - $57.7K
|
8.3K
$411K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
217+ 51.79% |
$10.6K - $11.3K
|
636
$31.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.01K- 15.81% |
$97.8K - $104K
|
10.7K
$530K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.71KNew |
$83.3K - $88.8K
|
1.71K
$84.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
22K+ 86.35% |
$1.07M - $1.14M
|
47.5K
$2.35M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
361New |
$17.6K - $18.8K
|
361
$17.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.8KNew |
$234K - $249K
|
4.8K
$238K
|
|
|
Oct 27, 2022
Q3 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-2.64K- 1.82% |
$128K - $137K
|
142K
$7.06M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-10.3KClosed |
$500K - $534K
|
0
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
120K+ 333.67% |
$5.84M - $6.23M
|
156K
$7.73M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-160- 31.37% |
$7.8K - $8.32K
|
350
$17.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.49KNew |
$72.7K - $77.6K
|
1.49K
$74.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-768Closed |
$37.4K - $39.9K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-3.7K- 15.84% |
$180K - $192K
|
19.6K
$974K
|
|
|
Oct 12, 2022
Q3 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-27.8K- 78.74% |
$1.35M - $1.44M
|
7.5K
$372K
|
|
| Q2 2022 | |||||||
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.34KClosed |
$267K - $283K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-14.9KClosed |
$747K - $792K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
8.56K+ 158.56% |
$429K - $454K
|
14K
$692K
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-42.5KClosed |
$2.13M - $2.26M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-750Closed |
$37.6K - $39.8K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-28.2KClosed |
$1.41M - $1.5M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.17K- 41.35% |
$209K - $221K
|
5.91K
$293K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-334Closed |
$16.7K - $17.7K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-136KClosed |
$6.79M - $7.2M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-5.14KClosed |
$258K - $273K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.84KNew |
$243K - $257K
|
4.84K
$240K
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-15Closed |
$752 - $797
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
252+ 35.0% |
$12.6K - $13.4K
|
972
$48.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-982- 99.8% |
$49.2K - $52.2K
|
2
$99.2
|
|
|
Aug 04, 2022
Q2 2022
|
Robinson Capital Management, LLC
|
SELL
|
- |
-100Closed |
$5.01K - $5.31K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-18.5K- 50.97% |
$926K - $982K
|
17.8K
$882K
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.3K- 23.01% |
$64.9K - $68.8K
|
4.33K
$215K
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
12.9KNew |
$644K - $683K
|
12.9K
$638K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
760+ 18.29% |
$38.1K - $40.4K
|
4.92K
$244K
|
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-10.1K- 59.99% |
$504K - $534K
|
6.7K
$333K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.56K- 2.01% |
$78.1K - $82.7K
|
75.9K
$3.76M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.8KClosed |
$590K - $625K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-20.1KClosed |
$1.01M - $1.07M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
10KNew |
$501K - $531K
|
10K
$496K
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-5.42KClosed |
$272K - $288K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-6.6KClosed |
$331K - $351K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-7.7KClosed |
$386K - $409K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.96K- 96.78% |
$199K - $211K
|
132
$6.55K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100Closed |
$5.01K - $5.31K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-18- 0.09% |
$902 - $956
|
19.1K
$948K
|
|