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 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
5.43KNew |
$275K - $283K
|
5.43K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
10.9KNew |
$550K - $566K
|
10.9K
$539K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.37K+ 3.08% |
$120K - $123K
|
79.3K
$3.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.56K+ 2.1% |
$332K - $342K
|
320K
$15.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
136+ 2.18% |
$6.88K - $7.08K
|
6.39K
$317K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.13K- 7.4% |
$209K - $215K
|
51.7K
$2.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.15K- 36.59% |
$412K - $424K
|
14.1K
$700K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-246- 89.45% |
$12.5K - $12.8K
|
29
$1.44K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.47K- 4.3% |
$328K - $337K
|
144K
$7.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.19K- 56.43% |
$263K - $270K
|
4.01K
$199K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.3% |
$50.6 - $52.1
|
78
$3.87K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.6K- 7.77% |
$81K - $83.3K
|
19K
$942K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-643- 54.4% |
$32.5K - $33.5K
|
539
$26.7K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
2.16K+ 50.01% |
$109K - $112K
|
6.47K
$321K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
22.3K+ 51.12% |
$1.13M - $1.16M
|
66K
$3.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
371+ 1.13% |
$18.8K - $19.3K
|
33.2K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.56K- 9.4% |
$79.2K - $81.4K
|
15.1K
$748K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
257+ 3.16% |
$13K - $13.4K
|
8.39K
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 0.82% |
$607 - $625
|
1.48K
$73.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-416- 4.13% |
$21.1K - $21.7K
|
9.67K
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-3.08K- 43.1% |
$156K - $161K
|
4.07K
$202K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.99KNew |
$506K - $520K
|
9.99K
$496K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-950- 9.82% |
$48.1K - $49.5K
|
8.72K
$433K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
343+ 3.53% |
$17.4K - $17.9K
|
10.1K
$499K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.07K- 3.06% |
$53.9K - $55.5K
|
33.7K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
64K+ 1097.41% |
$3.24M - $3.33M
|
69.8K
$3.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
22+ 0.27% |
$1.11K - $1.15K
|
8.15K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-8.27K- 22.06% |
$418K - $430K
|
29.2K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-586- 3.9% |
$29.7K - $30.5K
|
14.5K
$717K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-943- 3.18% |
$47.7K - $49.1K
|
28.7K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.33K- 8.63% |
$219K - $226K
|
45.9K
$2.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.29K- 9.31% |
$116K - $119K
|
22.3K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.65K- 3.72% |
$83.6K - $86K
|
42.8K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.5K- 14.19% |
$784K - $806K
|
93.6K
$4.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
10.4K+ 14.08% |
$527K - $542K
|
84.4K
$4.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
18.5K+ 53.3% |
$937K - $964K
|
53.3K
$2.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
15.9K+ 15.22% |
$804K - $827K
|
120K
$5.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-12.5K- 58.5% |
$633K - $651K
|
8.87K
$440K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-218- 1.76% |
$11K - $11.4K
|
12.2K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
21+ 0.32% |
$1.06K - $1.09K
|
6.64K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
49+ 0.28% |
$2.48K - $2.55K
|
17.6K
$873K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
69+ 0.23% |
$3.49K - $3.59K
|
29.8K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-500- 6.77% |
$25.3K - $26K
|
6.88K
$341K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.04K- 4.72% |
$103K - $106K
|
41.2K
$2.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-45- 0.15% |
$2.28K - $2.34K
|
30.4K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-2.12K- 2.16% |
$107K - $110K
|
96.1K
$4.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-8.75K- 54.14% |
$443K - $456K
|
7.41K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.08K+ 18.38% |
$308K - $317K
|
39.2K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
386+ 5.18% |
$19.5K - $20.1K
|
7.84K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-640- 2.85% |
$32.4K - $33.3K
|
21.9K
$1.08M
|