Latest Institutional Purchases of First Tr Exchange Traded Fd Ii (FMB)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Ii (FMB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
110New |
$5.57K - $5.73K
|
110
$5.46K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
104New |
$5.26K - $5.42K
|
104
$5.16K
|
|
|
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
|
Financial Strategies Group, Inc.
|
BUY
|
- |
49+ 0.28% |
$2.48K - $2.55K
|
17.6K
$873K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
42+ 0.8% |
$2.13K - $2.19K
|
5.29K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
40+ 0.81% |
$2.02K - $2.08K
|
5K
$248K
|
|
|
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
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
20+ 0.38% |
$1.01K - $1.04K
|
5.22K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 0.82% |
$607 - $625
|
1.48K
$73.2K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10+ 0.07% |
$506 - $521
|
15.2K
$754K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 1.13% |
$101 - $104
|
179
$8.88K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.3% |
$50.6 - $52.1
|
78
$3.87K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
112K+ 5096.0% |
$5.71M - $5.83M
|
114K
$5.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.6K+ 4.66% |
$1.76M - $1.8M
|
775K
$38.5M
|
|
|
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
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
12.6K+ 130.86% |
$644K - $657K
|
22.3K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
11.4KNew |
$581K - $593K
|
11.4K
$565K
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
7.71KNew |
$393K - $401K
|
7.71K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
7.4K+ 13.11% |
$377K - $385K
|
63.9K
$3.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.38K+ 89.46% |
$376K - $384K
|
15.6K
$775K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.5KNew |
$280K - $286K
|
5.5K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.7KNew |
$240K - $245K
|
4.7K
$233K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.88KNew |
$198K - $202K
|
3.88K
$192K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
783+ 16.02% |
$39.9K - $40.8K
|
5.67K
$281K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
587New |
$29.9K - $30.6K
|
587
$29.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
568+ 64.91% |
$29K - $29.6K
|
1.44K
$71.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
493New |
$25.1K - $25.7K
|
493
$24.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
191New |
$9.74K - $9.94K
|
191
$9.47K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
154+ 17.87% |
$7.85K - $8.02K
|
1.02K
$50.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
109New |
$5.56K - $5.67K
|
109
$5.41K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
100+ 0.96% |
$5.1K - $5.21K
|
10.5K
$523K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
43+ 1.02% |
$2.19K - $2.24K
|
4.26K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
28+ 0.45% |
$1.43K - $1.46K
|
6.22K
$308K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
5New |
$255 - $260
|
5
$248
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
91.7KNew |
$4.63M - $4.72M
|
91.7K
$4.55M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.6KNew |
$2.1M - $2.14M
|
41.6K
$2.06M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
30.9KNew |
$1.56M - $1.59M
|
30.9K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.1KNew |
$511K - $521K
|
10.1K
$502K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.05KNew |
$406K - $414K
|
8.05K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
7.49K+ 5.12% |
$378K - $385K
|
154K
$7.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.47KNew |
$377K - $384K
|
7.47K
$371K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.16KNew |
$260K - $265K
|
5.16K
$256K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.18KNew |
$110K - $112K
|
2.18K
$108K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.31KNew |
$66.3K - $67.6K
|
1.31K
$65.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.1KNew |
$55.5K - $56.6K
|
1.1K
$54.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.05KNew |
$52.8K - $53.8K
|
1.05K
$51.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.02K+ 13.21% |
$51.3K - $52.3K
|
8.71K
$432K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
793+ 4.38% |
$40K - $40.8K
|
18.9K
$938K
|
|