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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.1KClosed |
$58.4K - $62.8K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.4KNew |
$548K - $590K
|
10.4K
$530K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-201Closed |
$10.6K - $11.4K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-14.6KClosed |
$775K - $834K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-6.77KClosed |
$358K - $385K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.78KClosed |
$147K - $158K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-3.8KClosed |
$201K - $217K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-10.6KClosed |
$561K - $603K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
7.2KNew |
$406K - $411K
|
7.2K
$368K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-403Closed |
$22.7K - $23K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.95KClosed |
$223K - $225K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
88New |
$4.96K - $5.02K
|
88
$4.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-67.3KClosed |
$3.79M - $3.84M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.9KClosed |
$333K - $337K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
5.6KNew |
$316K - $320K
|
5.6K
$286K
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
SELL
|
- |
-7.55KClosed |
$426K - $431K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-55.7KClosed |
$3.14M - $3.18M
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-4.65K- 24.0% |
$262K - $265K
|
14.7K
$753K
|
|
| Q3 2021 | |||||||
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.39KNew |
$306K - $312K
|
5.39K
$276K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.44KClosed |
$81.8K - $83.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-625Closed |
$35.5K - $36.1K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-4.92KClosed |
$279K - $284K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-740Closed |
$42K - $42.8K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-5.18KClosed |
$294K - $300K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-608Closed |
$34.5K - $35.1K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-2.53KClosed |
$144K - $146K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-57.7KClosed |
$3.27M - $3.33M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-3.6KClosed |
$203K - $207K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.49KClosed |
$140K - $143K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
68.6KNew |
$3.88M - $3.95M
|
68.6K
$3.51M
|
|
|
Aug 03, 2021
Q2 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-7.7KClosed |
$435K - $443K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.2KClosed |
$124K - $127K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-11.2KClosed |
$634K - $646K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-195KClosed |
$10.9M - $11.2M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.4KClosed |
$527K - $539K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Holistic Financial Partners
|
SELL
|
- |
-4.59KClosed |
$257K - $263K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-87.5KClosed |
$4.91M - $5.02M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-5KClosed |
$280K - $287K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.6KClosed |
$202K - $207K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-503Closed |
$28.2K - $28.9K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Trh Financial, LLC
|
SELL
|
- |
-3.68KClosed |
$206K - $211K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-5.89KClosed |
$325K - $334K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-92.7KClosed |
$5.13M - $5.26M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Bt Wealth Management LLC
|
SELL
|
- |
-4.05KClosed |
$224K - $230K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.4KClosed |
$77.4K - $79.5K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-125Closed |
$6.91K - $7.1K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Fluent Financial, LLC
|
SELL
|
- |
-18.2KClosed |
$1.01M - $1.04M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
19.4KNew |
$1.07M - $1.1M
|
19.4K
$992K
|
|
| Q3 2020 | |||||||
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-34.7KClosed |
$1.91M - $1.96M
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-7.36KClosed |
$405K - $415K
|
0
$0
|
|