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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
F
|
BUY
|
- |
5.96KNew |
$291K - $304K
|
5.96K
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
209+ 3.36% |
$10.2K - $10.7K
|
6.42K
$328K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
200+ 4.6% |
$9.76K - $10.2K
|
4.55K
$233K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.95KNew |
$496K - $512K
|
9.95K
$509K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
6.88KNew |
$343K - $354K
|
6.88K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.06KNew |
$252K - $260K
|
5.06K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4KNew |
$199K - $206K
|
4K
$205K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.24K+ 0.95% |
$111K - $115K
|
237K
$12.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.15KNew |
$57.4K - $59.3K
|
1.15K
$58.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
975+ 12.69% |
$48.6K - $50.2K
|
8.66K
$443K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
795New |
$39.6K - $40.9K
|
795
$40.7K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
90New |
$4.49K - $4.63K
|
90
$4.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$199 - $206
|
4
$205
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$49.9 - $51.4
|
1
$51.2
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
5.01KNew |
$251K - $258K
|
5.01K
$256K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
754New |
$37.9K - $38.9K
|
754
$38.6K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
556New |
$27.9K - $28.7K
|
556
$28.4K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
472New |
$23.7K - $24.4K
|
472
$24.1K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
$10K - $10.3K
|
200
$10.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
180New |
$9.04K - $9.29K
|
180
$9.21K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
21+ 0.44% |
$1.05K - $1.08K
|
4.83K
$247K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
52.6KNew |
$2.53M - $2.67M
|
52.6K
$2.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.1KNew |
$537K - $565K
|
11.1K
$570K
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
8KNew |
$386K - $406K
|
8K
$409K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
7.53KNew |
$363K - $382K
|
7.53K
$385K
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
488+ 2.99% |
$23.5K - $24.8K
|
16.8K
$859K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
30New |
$1.45K - $1.52K
|
30
$1.53K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
28New |
$1.35K - $1.42K
|
28
$1.43K
|
|
| Q3 2022 | |||||||
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
120K+ 333.67% |
$5.84M - $6.23M
|
156K
$7.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
51.1KNew |
$2.49M - $2.65M
|
51.1K
$2.61M
|
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
22K+ 86.35% |
$1.07M - $1.14M
|
47.5K
$2.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.8KNew |
$234K - $249K
|
4.8K
$245K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.83KNew |
$89K - $94.9K
|
1.83K
$93.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.71KNew |
$83.3K - $88.8K
|
1.71K
$87.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.49KNew |
$72.7K - $77.6K
|
1.49K
$76.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
850+ 9.55% |
$41.4K - $44.2K
|
9.75K
$499K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
361New |
$17.6K - $18.8K
|
361
$18.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
217+ 51.79% |
$10.6K - $11.3K
|
636
$32.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
52New |
$2.53K - $2.7K
|
52
$2.66K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.67% |
$390 - $416
|
1.2K
$61.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
5+ 0.11% |
$244 - $260
|
4.42K
$226K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
12.9KNew |
$644K - $683K
|
12.9K
$658K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
10KNew |
$501K - $531K
|
10K
$512K
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
8.56K+ 158.56% |
$429K - $454K
|
14K
$714K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.84KNew |
$243K - $257K
|
4.84K
$248K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.54KNew |
$177K - $188K
|
3.54K
$181K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
760+ 18.29% |
$38.1K - $40.4K
|
4.92K
$251K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
750New |
$37.6K - $39.8K
|
750
$38.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
252+ 35.0% |
$12.6K - $13.4K
|
972
$49.7K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
57KNew |
$3.02M - $3.24M
|
57K
$2.91M
|
|