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 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.18K- 8.68% |
$108K - $111K
|
23K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.63K- 4.68% |
$130K - $134K
|
53.5K
$2.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
9.06K+ 15.56% |
$447K - $461K
|
67.3K
$3.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-13.6K- 25.2% |
$670K - $692K
|
40.3K
$2.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.24K+ 6.91% |
$111K - $114K
|
34.7K
$1.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.36K+ 56.52% |
$313K - $324K
|
17.6K
$900K
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-251- 0.48% |
$12.4K - $12.8K
|
51.9K
$2.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
24.8K+ 110.0% |
$1.22M - $1.26M
|
47.3K
$2.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
358K+ 50.3% |
$17.7M - $18.2M
|
1.07M
$54.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-30- 3.49% |
$1.48K - $1.53K
|
830
$42.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
160+ 0.57% |
$7.89K - $8.15K
|
28.1K
$1.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-151- 0.98% |
$7.45K - $7.69K
|
15.3K
$784K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
89+ 0.38% |
$4.39K - $4.53K
|
23.7K
$1.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.43K- 5.86% |
$70.3K - $72.6K
|
22.9K
$1.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-10.3K- 98.26% |
$508K - $525K
|
182
$9.31K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.96K+ 42.97% |
$96.5K - $99.6K
|
6.51K
$333K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
20.4K+ 19.09% |
$1M - $1.04M
|
127K
$6.5M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 33.92% |
$79.4K - $82K
|
6.36K
$325K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-5.27K- 4.53% |
$260K - $268K
|
111K
$5.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-516- 5.79% |
$25.4K - $26.3K
|
8.4K
$429K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
4.66K+ 49.61% |
$230K - $237K
|
14.1K
$719K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
35+ 0.19% |
$1.73K - $1.78K
|
18.5K
$946K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
971+ 7.68% |
$47.9K - $49.5K
|
13.6K
$697K
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
BUY
|
- |
23+ 0.17% |
$1.13K - $1.17K
|
13.7K
$703K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
474+ 18.39% |
$23.4K - $24.1K
|
3.05K
$156K
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-8.25K- 18.21% |
$407K - $420K
|
37K
$1.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-19.1K- 28.6% |
$940K - $971K
|
47.6K
$2.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-395- 5.85% |
$19.5K - $20.1K
|
6.36K
$325K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-13K- 15.82% |
$642K - $663K
|
69.3K
$3.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.94K+ 31.7% |
$391K - $404K
|
33K
$1.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.58K+ 14.09% |
$177K - $182K
|
29K
$1.48M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-32.2K- 76.2% |
$1.59M - $1.64M
|
10K
$514K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
6.45KNew |
$318K - $329K
|
6.45K
$330K
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-1.46K- 8.94% |
$72K - $74.4K
|
14.9K
$761K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-338- 1.38% |
$16.7K - $17.2K
|
24.2K
$1.24M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.85K- 14.92% |
$141K - $145K
|
16.2K
$831K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.17K+ 7.18% |
$206K - $212K
|
62.2K
$3.18M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
468+ 2.81% |
$23.1K - $23.8K
|
17.1K
$877K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.66K- 1.56% |
$474K - $492K
|
610K
$31.2M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
532New |
$26.1K - $27.1K
|
532
$27.2K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
46+ 0.86% |
$2.26K - $2.34K
|
5.38K
$275K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.56K+ 200.0% |
$420K - $436K
|
12.8K
$657K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.19KNew |
$255K - $264K
|
5.19K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.3K+ 1908.82% |
$63.8K - $66.1K
|
1.37K
$69.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
78.6KNew |
$3.86M - $4M
|
78.6K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.64KNew |
$228K - $236K
|
4.64K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-937- 14.79% |
$46K - $47.7K
|
5.4K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.86K+ 0.61% |
$140K - $146K
|
468K
$24M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
45+ 0.35% |
$2.21K - $2.29K
|
12.7K
$652K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-7.68K- 45.97% |
$377K - $391K
|
9.02K
$462K
|
|