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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
90New |
$4.49K - $4.63K
|
90
$4.46K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.06KNew |
$252K - $260K
|
5.06K
$251K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.24K+ 0.95% |
$111K - $115K
|
237K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.95KNew |
$496K - $512K
|
9.95K
$493K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4KNew |
$199K - $206K
|
4K
$198K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.22K- 25.24% |
$111K - $114K
|
6.58K
$326K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
975+ 12.69% |
$48.6K - $50.2K
|
8.66K
$430K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-51- 0.84% |
$2.54K - $2.62K
|
6.02K
$298K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1.12KClosed |
$55.9K - $57.7K
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-115- 2.34% |
$5.73K - $5.92K
|
4.81K
$239K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-104- 0.64% |
$5.19K - $5.35K
|
16.2K
$804K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$49.9 - $51.4
|
1
$49.6
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.15KNew |
$57.4K - $59.3K
|
1.15K
$57.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$199 - $206
|
4
$198
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-1.97K- 15.61% |
$98.1K - $101K
|
10.6K
$527K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
795New |
$39.6K - $40.9K
|
795
$39.4K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
$10K - $10.3K
|
200
$9.92K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-75- 3.48% |
$3.77K - $3.87K
|
2.08K
$103K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-643- 2.94% |
$32.3K - $33.2K
|
21.2K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9.4K- 53.88% |
$472K - $485K
|
8.05K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
5.01KNew |
$251K - $258K
|
5.01K
$248K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
472New |
$23.7K - $24.4K
|
472
$23.4K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
556New |
$27.9K - $28.7K
|
556
$27.6K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-852- 2.04% |
$42.8K - $44K
|
40.8K
$2.02M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-487- 30.27% |
$24.5K - $25.1K
|
1.12K
$55.7K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
21+ 0.44% |
$1.05K - $1.08K
|
4.83K
$240K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-222- 2.58% |
$11.1K - $11.5K
|
8.38K
$416K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
754New |
$37.9K - $38.9K
|
754
$37.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-396- 11.32% |
$19.9K - $20.4K
|
3.1K
$154K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.3K- 22.03% |
$65.3K - $67.1K
|
4.6K
$228K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
180New |
$9.04K - $9.29K
|
180
$8.93K
|
|
| Q4 2022 | |||||||
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
8KNew |
$386K - $406K
|
8K
$397K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
30New |
$1.45K - $1.52K
|
30
$1.49K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
52.6KNew |
$2.53M - $2.67M
|
52.6K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-10.8K- 66.51% |
$521K - $548K
|
5.44K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
74New |
$3.57K - $3.76K
|
74
$3.67K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-929- 59.21% |
$44.8K - $47.2K
|
640
$31.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-609- 99.84% |
$29.4K - $30.9K
|
1
$49.6
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10.7KNew |
$515K - $543K
|
10.7K
$530K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-270- 0.87% |
$13K - $13.7K
|
30.8K
$1.53M
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
488+ 2.99% |
$23.5K - $24.8K
|
16.8K
$833K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
28New |
$1.35K - $1.42K
|
28
$1.39K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
7.53KNew |
$363K - $382K
|
7.53K
$373K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.1KNew |
$537K - $565K
|
11.1K
$552K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-150- 3.53% |
$7.23K - $7.61K
|
4.1K
$203K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-6.37K- 17.75% |
$307K - $323K
|
29.5K
$1.46M
|
|
| Q3 2022 | |||||||
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.83KNew |
$89K - $94.9K
|
1.83K
$90.6K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-4.02KClosed |
$196K - $209K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
52New |
$2.53K - $2.7K
|
52
$2.58K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
5+ 0.11% |
$244 - $260
|
4.42K
$219K
|
|