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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
63.6K+ 7.61% |
$3.14M - $3.24M
|
900K
$46M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
560+ 6.82% |
$27.6K - $28.5K
|
8.77K
$448K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14.2K- 62.48% |
$699K - $721K
|
8.51K
$435K
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
3.67K+ 5.01% |
$181K - $187K
|
76.9K
$3.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.34K- 24.47% |
$362K - $374K
|
22.6K
$1.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.4K- 17.41% |
$316K - $326K
|
30.4K
$1.55M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
728+ 0.49% |
$35.9K - $37.1K
|
150K
$7.65M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-11.1K- 48.9% |
$549K - $567K
|
11.6K
$595K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
163+ 0.77% |
$8.04K - $8.3K
|
21.5K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
880+ 16.38% |
$43.4K - $44.8K
|
6.25K
$320K
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-1.06K- 7.75% |
$52.1K - $53.8K
|
12.6K
$643K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.4K+ 18.64% |
$168K - $173K
|
21.6K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
31+ 0.68% |
$1.53K - $1.58K
|
4.59K
$235K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
9.65KNew |
$476K - $491K
|
9.65K
$493K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
629+ 0.74% |
$31K - $32K
|
85.6K
$4.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-556- 4.85% |
$27.4K - $28.3K
|
10.9K
$557K
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
71.2KNew |
$3.51M - $3.63M
|
71.2K
$3.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-422- 6.35% |
$20.8K - $21.5K
|
6.22K
$318K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
900+ 7.29% |
$44.4K - $45.8K
|
13.2K
$677K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
163KNew |
$8.04M - $8.3M
|
163K
$8.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37K+ 10.98% |
$1.82M - $1.88M
|
374K
$19.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.36K+ 6.09% |
$67K - $69.2K
|
23.7K
$1.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.89K- 6.04% |
$93K - $96K
|
29.3K
$1.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
302+ 1.56% |
$14.9K - $15.4K
|
19.7K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-12.7K- 13.46% |
$627K - $647K
|
81.7K
$4.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-921- 10.78% |
$45.4K - $46.9K
|
7.62K
$390K
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
126+ 1.17% |
$6.21K - $6.42K
|
10.9K
$557K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-759- 12.34% |
$37.4K - $38.7K
|
5.39K
$276K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
24+ 0.51% |
$1.18K - $1.22K
|
4.71K
$241K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
613+ 1.59% |
$30.2K - $31.2K
|
39.1K
$2M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-253- 1.14% |
$12.5K - $12.9K
|
21.9K
$1.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-17K- 13.63% |
$838K - $865K
|
108K
$5.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
200+ 7.84% |
$9.86K - $10.2K
|
2.75K
$141K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-115- 0.13% |
$5.67K - $5.86K
|
88K
$4.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.92K+ 2.42% |
$94.8K - $97.9K
|
81.3K
$4.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
822+ 12.81% |
$40.5K - $41.9K
|
7.24K
$370K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.74K+ 13.62% |
$135K - $139K
|
22.8K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
24K+ 41.68% |
$1.18M - $1.22M
|
81.6K
$4.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
9.59K+ 20.37% |
$473K - $488K
|
56.7K
$2.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.08K+ 196.01% |
$53.3K - $55K
|
1.63K
$83.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.13K- 38.25% |
$155K - $160K
|
5.06K
$259K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.33K- 2.39% |
$460K - $475K
|
380K
$19.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
75New |
$3.7K - $3.82K
|
75
$3.84K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-6.02K- 3.2% |
$297K - $306K
|
182K
$9.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-34.9K- 16.25% |
$1.72M - $1.78M
|
180K
$9.19M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.11K+ 4.54% |
$104K - $107K
|
48.5K
$2.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
1.76K+ 10.12% |
$87K - $89.8K
|
19.2K
$982K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-404- 4.1% |
$19.9K - $20.6K
|
9.45K
$483K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-929- 9.72% |
$45.8K - $47.3K
|
8.63K
$441K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-56- 0.42% |
$2.76K - $2.85K
|
13.1K
$672K
|
|