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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-14.4K- 22.49% |
$731K - $752K
|
49.8K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
34+ 0.8% |
$1.72K - $1.77K
|
4.27K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.63K+ 3.99% |
$133K - $137K
|
68.6K
$3.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
20+ 0.38% |
$1.01K - $1.04K
|
5.22K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.82K+ 22.07% |
$446K - $459K
|
48.8K
$2.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
716+ 4.68% |
$36.2K - $37.3K
|
16K
$794K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-29.5K- 59.39% |
$1.49M - $1.53M
|
20.1K
$999K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-1.26K- 14.24% |
$63.5K - $65.3K
|
7.56K
$375K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-5.7K- 18.24% |
$289K - $297K
|
25.6K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-530- 3.71% |
$26.8K - $27.6K
|
13.7K
$682K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.74K+ 10.01% |
$189K - $195K
|
41.1K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.37K- 2.15% |
$69.1K - $71.1K
|
62.1K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.77K- 10.44% |
$242K - $249K
|
40.9K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
127KNew |
$6.44M - $6.63M
|
127K
$6.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-5.04K- 13.81% |
$255K - $262K
|
31.5K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-120- 1.86% |
$6.07K - $6.25K
|
6.32K
$314K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.22K- 8.43% |
$112K - $116K
|
24.1K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.89KNew |
$248K - $255K
|
4.89K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-219- 0.85% |
$11.1K - $11.4K
|
25.5K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-359- 3.52% |
$18.2K - $18.7K
|
9.85K
$489K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-14.6K- 29.32% |
$737K - $758K
|
35.1K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.66K+ 51.79% |
$84.2K - $86.6K
|
4.88K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.3K+ 152.94% |
$65.8K - $67.7K
|
2.15K
$107K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
12.9K+ 4.86% |
$654K - $673K
|
279K
$13.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.82K+ 5.7% |
$143K - $147K
|
52.2K
$2.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
210New |
$10.6K - $10.9K
|
210
$10.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
133+ 0.81% |
$6.73K - $6.93K
|
16.5K
$816K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.32K- 20.7% |
$118K - $121K
|
8.9K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
142+ 0.55% |
$7.19K - $7.39K
|
25.8K
$1.28M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-22.8K- 9.04% |
$1.15M - $1.19M
|
229K
$11.4M
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.32K- 3.58% |
$67.3K - $68.7K
|
35.5K
$1.76M
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
7.71KNew |
$393K - $401K
|
7.71K
$382K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
154+ 17.87% |
$7.85K - $8.02K
|
1.02K
$50.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
568+ 64.91% |
$29K - $29.6K
|
1.44K
$71.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.7KNew |
$240K - $245K
|
4.7K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-270- 75.21% |
$13.8K - $14.1K
|
89
$4.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
28+ 0.45% |
$1.43K - $1.46K
|
6.22K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
783+ 16.02% |
$39.9K - $40.8K
|
5.67K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
7.4K+ 13.11% |
$377K - $385K
|
63.9K
$3.17M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
28.9KNew |
$1.47M - $1.5M
|
28.9K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
19.1K+ 138.15% |
$975K - $995K
|
33K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
11.4KNew |
$581K - $593K
|
11.4K
$565K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
493New |
$25.1K - $25.7K
|
493
$24.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-16K- 11.78% |
$816K - $833K
|
120K
$5.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-215- 3.16% |
$11K - $11.2K
|
6.6K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.22K- 29.52% |
$113K - $115K
|
5.29K
$262K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
191New |
$9.74K - $9.94K
|
191
$9.47K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.68K- 26.91% |
$85.4K - $87.2K
|
4.55K
$226K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.88KNew |
$198K - $202K
|
3.88K
$192K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1K- 13.52% |
$51K - $52.1K
|
6.4K
$317K
|
|