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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
793+ 12.61% |
$39.8K - $40.8K
|
7.08K
$362K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.95K- 28.3% |
$97.7K - $100K
|
4.94K
$252K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-112- 2.33% |
$5.62K - $5.76K
|
4.69K
$240K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-592- 8.97% |
$29.7K - $30.5K
|
6.01K
$307K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
19.5K+ 55.66% |
$980K - $1.01M
|
54.6K
$2.79M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.09K- 3.74% |
$54.8K - $56.2K
|
28.1K
$1.44M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-207- 50.12% |
$10.4K - $10.7K
|
206
$10.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
5.53K+ 13.15% |
$278K - $285K
|
47.6K
$2.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.14KNew |
$208K - $213K
|
4.14K
$212K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.29KNew |
$64.7K - $66.4K
|
1.29K
$66K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.46K- 34.37% |
$174K - $178K
|
6.61K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-741- 34.94% |
$37.2K - $38.1K
|
1.38K
$70.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-76- 0.42% |
$3.81K - $3.91K
|
17.8K
$913K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4KNew |
$201K - $206K
|
4K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-73- 2.91% |
$3.66K - $3.76K
|
2.44K
$125K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.23KNew |
$112K - $115K
|
2.23K
$114K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
15KNew |
$753K - $772K
|
15K
$767K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.02% |
$100 - $103
|
11.9K
$609K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.53K- 98.02% |
$76.9K - $78.8K
|
31
$1.59K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.54K+ 19.03% |
$278K - $285K
|
34.7K
$1.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.37KNew |
$219K - $225K
|
4.37K
$223K
|
|
| Q4 2024 | |||||||
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.39KNew |
$374K - $385K
|
7.39K
$378K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10+ 0.07% |
$506 - $521
|
15.2K
$778K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4.2KNew |
$213K - $219K
|
4.2K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-180- 3.71% |
$9.11K - $9.37K
|
4.67K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
104New |
$5.26K - $5.42K
|
104
$5.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
5.1KNew |
$258K - $265K
|
5.1K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.09KNew |
$258K - $265K
|
5.09K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.58KNew |
$435K - $447K
|
8.58K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
1.43KNew |
$72.2K - $74.3K
|
1.43K
$72.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.54K+ 427.97% |
$179K - $184K
|
4.36K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
532+ 933.33% |
$26.9K - $27.7K
|
589
$30.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
12.6KNew |
$638K - $656K
|
12.6K
$644K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.71K+ 59.25% |
$188K - $193K
|
9.96K
$510K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.24K- 72.76% |
$113K - $117K
|
839
$42.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-321- 3.23% |
$16.2K - $16.7K
|
9.6K
$491K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
291KNew |
$14.7M - $15.1M
|
291K
$14.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
10.9KNew |
$550K - $566K
|
10.9K
$556K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
550New |
$27.8K - $28.6K
|
550
$28.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-8.78K- 16.11% |
$444K - $457K
|
45.7K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.37K+ 3.08% |
$120K - $123K
|
79.3K
$4.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-246- 89.45% |
$12.5K - $12.8K
|
29
$1.48K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.19K- 56.43% |
$263K - $270K
|
4.01K
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
2.16K+ 50.01% |
$109K - $112K
|
6.47K
$331K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-643- 54.4% |
$32.5K - $33.5K
|
539
$27.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
20+ 0.38% |
$1.01K - $1.04K
|
5.22K
$267K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-29.5K- 59.39% |
$1.49M - $1.53M
|
20.1K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.77K- 10.44% |
$242K - $249K
|
40.9K
$2.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
210New |
$10.6K - $10.9K
|
210
$10.7K
|
|