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 |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
31New |
$1.56K - $1.59K
|
31
$1.57K
|
|
| Q1 2024 | |||||||
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
125KNew |
$6.38M - $6.48M
|
125K
$6.36M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.54KNew |
$130K - $132K
|
2.54K
$129K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.83KNew |
$93.4K - $94.7K
|
1.83K
$93K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
95.9KNew |
$4.89M - $4.96M
|
95.9K
$4.87M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
SELL
|
- |
-652- 7.24% |
$33.3K - $33.7K
|
8.36K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.11K+ 6.43% |
$465K - $471K
|
151K
$7.66M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33.9K+ 115.49% |
$1.73M - $1.75M
|
63.3K
$3.21M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.57K- 51.44% |
$233K - $236K
|
4.31K
$219K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-11K- 72.02% |
$563K - $571K
|
4.29K
$218K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
190+ 0.61% |
$9.69K - $9.83K
|
31.3K
$1.59M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.1K+ 17.23% |
$56.1K - $56.9K
|
7.49K
$380K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-899- 16.97% |
$45.8K - $46.5K
|
4.4K
$223K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.04KNew |
$206K - $209K
|
4.04K
$205K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.24K- 13.1% |
$114K - $116K
|
14.9K
$755K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.78KNew |
$397K - $403K
|
7.78K
$395K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-569- 10.8% |
$29K - $29.4K
|
4.7K
$239K
|
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-50- 1.13% |
$2.55K - $2.59K
|
4.39K
$223K
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
6.64KNew |
$339K - $344K
|
6.64K
$338K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-646- 1.58% |
$32.9K - $33.4K
|
40.1K
$2.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-472- 3.74% |
$24.1K - $24.4K
|
12.1K
$617K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-40K- 90.38% |
$2.04M - $2.07M
|
4.26K
$216K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
55+ 0.94% |
$2.81K - $2.85K
|
5.89K
$299K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-977- 37.94% |
$49.8K - $50.5K
|
1.6K
$81.2K
|
|
| Q4 2023 | |||||||
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.3K- 6.29% |
$62.5K - $67.2K
|
19.4K
$984K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
67New |
$3.22K - $3.46K
|
67
$3.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-26- 0.79% |
$1.25K - $1.34K
|
3.25K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.4KNew |
$212K - $227K
|
4.4K
$223K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.74K+ 17.69% |
$180K - $193K
|
24.9K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-13.7K- 32.39% |
$658K - $708K
|
28.6K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.84K+ 85.42% |
$185K - $199K
|
8.34K
$424K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.93K- 77.61% |
$92.7K - $99.6K
|
556
$28.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6KNew |
$288K - $310K
|
6K
$305K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.02K- 9.1% |
$97K - $104K
|
20.2K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
272New |
$13.1K - $14.1K
|
272
$13.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
9KNew |
$433K - $465K
|
9K
$457K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-580- 58.35% |
$27.9K - $30K
|
414
$21K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
521New |
$25K - $26.9K
|
521
$26.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
307+ 26.86% |
$14.8K - $15.9K
|
1.45K
$73.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
5.68KNew |
$273K - $294K
|
5.68K
$289K
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.13KNew |
$247K - $265K
|
5.13K
$261K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.81KNew |
$231K - $248K
|
4.81K
$244K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.07% |
$144 - $155
|
4.13K
$210K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
11.8KNew |
$566K - $609K
|
11.8K
$598K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.13KNew |
$299K - $312K
|
6.13K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
200+ 4.6% |
$9.76K - $10.2K
|
4.55K
$231K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6KNew |
$293K - $306K
|
6K
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-492- 41.66% |
$24K - $25.1K
|
689
$35K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
209+ 3.36% |
$10.2K - $10.7K
|
6.42K
$326K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.12K- 31.38% |
$103K - $108K
|
4.63K
$235K
|
|