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 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49K+ 18.82% |
$2.48M - $2.55M
|
309K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.98K- 23.96% |
$201K - $207K
|
12.6K
$626K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.04K+ 3.0% |
$52.7K - $54.2K
|
35.8K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.12K- 0.56% |
$56.8K - $58.4K
|
198K
$9.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.71K+ 59.25% |
$188K - $193K
|
9.96K
$494K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
26.7K+ 119.27% |
$1.35M - $1.39M
|
49.1K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29K+ 58.07% |
$1.47M - $1.51M
|
79K
$3.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.24K- 72.76% |
$113K - $117K
|
839
$41.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
85.3K+ 44.71% |
$4.32M - $4.44M
|
276K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.81K+ 12.89% |
$243K - $250K
|
42.1K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-100K- 26.97% |
$5.07M - $5.22M
|
271K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.97K- 17.57% |
$99.8K - $103K
|
9.25K
$459K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
291KNew |
$14.7M - $15.1M
|
291K
$14.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-72.2K- 9.99% |
$3.65M - $3.76M
|
650K
$32.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-41.8K- 11.79% |
$2.12M - $2.18M
|
313K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.22K- 7.52% |
$467K - $480K
|
113K
$5.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.31K+ 0.38% |
$117K - $120K
|
605K
$30M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.01K+ 2.68% |
$51.3K - $52.7K
|
38.8K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.68K+ 23.48% |
$186K - $192K
|
19.4K
$961K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-6.85K- 20.48% |
$347K - $357K
|
26.6K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
550New |
$27.8K - $28.6K
|
550
$27.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
10.9KNew |
$550K - $566K
|
10.9K
$539K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.7K+ 4.75% |
$238K - $245K
|
104K
$5.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 1.13% |
$101 - $104
|
179
$8.88K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.15MNew |
$58.2M - $59.9M
|
1.15M
$57.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.93K- 4.92% |
$503K - $517K
|
192K
$9.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
200+ 1.0% |
$10.1K - $10.4K
|
20.2K
$1M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-7.12K- 3.52% |
$360K - $371K
|
195K
$9.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
310New |
$15.7K - $16.1K
|
310
$15.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-658- 1.14% |
$33.3K - $34.3K
|
57.3K
$2.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.38K+ 45.1% |
$171K - $176K
|
10.9K
$539K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
2.12KNew |
$107K - $110K
|
2.12K
$105K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13K+ 256.79% |
$656K - $675K
|
18K
$893K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21.2K+ 481.98% |
$1.07M - $1.1M
|
25.6K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.58KNew |
$232K - $238K
|
4.58K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
47.6K+ 244.06% |
$2.41M - $2.48M
|
67.1K
$3.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
13.6K+ 12.66% |
$687K - $707K
|
121K
$5.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
138+ 0.94% |
$6.99K - $7.19K
|
14.7K
$731K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
45.3K+ 74.4% |
$2.29M - $2.36M
|
106K
$5.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-8.78K- 16.11% |
$444K - $457K
|
45.7K
$2.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
4.1K+ 8.46% |
$208K - $214K
|
52.6K
$2.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
5.37KNew |
$272K - $279K
|
5.37K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
413New |
$20.9K - $21.5K
|
413
$20.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
274+ 0.56% |
$13.9K - $14.3K
|
48.8K
$2.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.76K+ 28.73% |
$89.2K - $91.7K
|
7.9K
$392K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.38K+ 123.13% |
$424K - $437K
|
15.2K
$754K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-4- 0.02% |
$202 - $208
|
20.7K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28.7K- 25.81% |
$1.45M - $1.5M
|
82.6K
$4.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
503+ 1.27% |
$25.5K - $26.2K
|
40K
$1.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7.32K- 49.78% |
$371K - $381K
|
7.39K
$366K
|