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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.5K+ 52.4% |
$278K - $286K
|
16K
$793K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
435+ 0.63% |
$22K - $22.7K
|
69.8K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.59K+ 17.03% |
$80.4K - $82.7K
|
10.9K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.84K+ 58.49% |
$144K - $148K
|
7.69K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.94K+ 8.21% |
$98.4K - $101K
|
25.6K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-107K- 89.72% |
$5.43M - $5.59M
|
12.3K
$610K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
5.4KNew |
$273K - $281K
|
5.4K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
341+ 3.67% |
$17.3K - $17.8K
|
9.64K
$478K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-970- 0.56% |
$49.1K - $50.5K
|
173K
$8.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.17K- 3.07% |
$363K - $373K
|
226K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.5K+ 17.79% |
$534K - $549K
|
69.8K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.26K+ 1.97% |
$64K - $65.8K
|
65.4K
$3.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16K+ 4.83% |
$808K - $831K
|
347K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.1K+ 45.34% |
$1.17M - $1.2M
|
73.9K
$3.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
578+ 0.5% |
$29.3K - $30.1K
|
116K
$5.76M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.85K+ 9.36% |
$144K - $149K
|
33.3K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.16K- 3.46% |
$58.8K - $60.5K
|
32.4K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-362- 6.27% |
$18.3K - $18.8K
|
5.42K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.3K+ 2.05% |
$319K - $328K
|
313K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
19.3KNew |
$978K - $1.01M
|
19.3K
$958K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
532+ 933.33% |
$26.9K - $27.7K
|
589
$29.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.59K+ 2.8% |
$80.3K - $82.6K
|
58.2K
$2.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
38.9K+ 33.27% |
$1.97M - $2.03M
|
156K
$7.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-185- 1.75% |
$9.36K - $9.63K
|
10.4K
$515K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
493+ 2.37% |
$25K - $25.7K
|
21.3K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-198K- 46.93% |
$10M - $10.3M
|
224K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.43K+ 8.14% |
$325K - $335K
|
85.5K
$4.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
235+ 3.88% |
$11.9K - $12.2K
|
6.29K
$312K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-175- 0.04% |
$8.86K - $9.11K
|
426K
$21.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.7K- 1.74% |
$2.16M - $2.22M
|
2.41M
$119M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.91KNew |
$451K - $464K
|
8.91K
$442K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.8KNew |
$243K - $250K
|
4.8K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.75K- 23.21% |
$88.5K - $91.1K
|
5.79K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
62.9KNew |
$3.18M - $3.27M
|
62.9K
$3.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
12.6KNew |
$638K - $656K
|
12.6K
$625K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.7K+ 27.45% |
$2.42M - $2.48M
|
221K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-406K- 16.18% |
$20.5M - $21.1M
|
2.1M
$104M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.3K- 2.16% |
$522K - $537K
|
467K
$23.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
16.6KNew |
$841K - $865K
|
16.6K
$824K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.62K+ 10.31% |
$183K - $188K
|
38.7K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6.02K+ 7.55% |
$305K - $313K
|
85.7K
$4.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
184+ 0.43% |
$9.31K - $9.58K
|
43.1K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
42+ 0.8% |
$2.13K - $2.19K
|
5.29K
$263K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-257- 1.41% |
$13K - $13.4K
|
17.9K
$889K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.17K+ 9.99% |
$110K - $113K
|
23.9K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
18.9KNew |
$956K - $984K
|
18.9K
$937K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-321- 3.23% |
$16.2K - $16.7K
|
9.6K
$476K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.43K- 10.28% |
$174K - $178K
|
29.9K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.8K+ 11.36% |
$1M - $1.03M
|
194K
$9.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-298- 31.87% |
$15.1K - $15.5K
|
637
$31.6K
|