Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-359- 3.52% |
$18.2K - $18.7K
|
9.85K
$503K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-246- 89.45% |
$12.5K - $12.8K
|
29
$1.48K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-219- 0.85% |
$11.1K - $11.4K
|
25.5K
$1.3M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-218- 1.76% |
$11K - $11.4K
|
12.2K
$623K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-139- 1.15% |
$7.04K - $7.24K
|
11.9K
$607K
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-133- 1.77% |
$6.73K - $6.93K
|
7.36K
$376K
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-120- 1.86% |
$6.07K - $6.25K
|
6.32K
$323K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-45- 0.15% |
$2.28K - $2.34K
|
30.4K
$1.55M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-9- -0.0% |
$456 - $469
|
284K
$14.5M
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-4- 0.02% |
$202 - $208
|
20.7K
$1.05M
|
|
Q3 2024 | |||||||
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-670K- 65.4% |
$34.2M - $34.9M
|
355K
$18.1M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-212K- 30.75% |
$10.8M - $11M
|
477K
$24.3M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-192K- 21.01% |
$9.79M - $10M
|
722K
$36.9M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-52.8K- 16.88% |
$2.69M - $2.75M
|
260K
$13.3M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39.1K- 14.36% |
$2M - $2.04M
|
233K
$11.9M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-33.5K- 22.28% |
$1.71M - $1.75M
|
117K
$5.97M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-30.7K- 33.56% |
$1.57M - $1.6M
|
60.9K
$3.11M
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-17.4K- 59.66% |
$889K - $907K
|
11.8K
$601K
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-16K- 11.78% |
$816K - $833K
|
120K
$6.12M
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-14.4K- 15.45% |
$736K - $752K
|
79K
$4.03M
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-10.4K- 67.73% |
$531K - $542K
|
4.96K
$253K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10K- 20.95% |
$511K - $521K
|
37.8K
$1.93M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.72K- 10.05% |
$496K - $506K
|
87K
$4.44M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.3K- 0.53% |
$475K - $484K
|
1.73M
$88.5M
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-7.47K- 73.39% |
$381K - $389K
|
2.71K
$138K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.24K- 12.69% |
$318K - $325K
|
42.9K
$2.19M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.1K- 26.86% |
$311K - $317K
|
16.6K
$847K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.86K- 10.49% |
$299K - $305K
|
50K
$2.55M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.52K- 1.46% |
$281K - $287K
|
371K
$19M
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-5.45K- 10.1% |
$278K - $284K
|
48.5K
$2.48M
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-4.25K- 29.98% |
$217K - $221K
|
9.92K
$506K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.31K- 15.09% |
$169K - $172K
|
18.6K
$951K
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.94K- 11.6% |
$150K - $153K
|
22.4K
$1.14M
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.94K- 20.73% |
$150K - $153K
|
11.2K
$573K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.92K- 16.55% |
$149K - $152K
|
14.7K
$751K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.62K- 11.18% |
$134K - $136K
|
20.8K
$1.06M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.48K- 7.0% |
$126K - $129K
|
32.9K
$1.68M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.22K- 29.52% |
$113K - $115K
|
5.29K
$270K
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-2.14K- 4.67% |
$109K - $111K
|
43.7K
$2.23M
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2K- 10.87% |
$102K - $104K
|
16.4K
$837K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.93K- 25.06% |
$98.5K - $101K
|
5.78K
$295K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.76K- 0.46% |
$90K - $91.8K
|
380K
$19.4M
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.75K- 11.78% |
$89K - $90.8K
|
13.1K
$667K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.68K- 26.91% |
$85.4K - $87.2K
|
4.55K
$232K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.65K- 25.44% |
$84.3K - $86K
|
4.84K
$247K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.56K- 1.54% |
$79.4K - $81K
|
99.2K
$5.06M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.49K- 8.91% |
$75.8K - $77.3K
|
15.2K
$776K
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.16K- 8.26% |
$59.1K - $60.3K
|
12.9K
$656K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.07K- 0.55% |
$54.4K - $55.5K
|
192K
$9.81M
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-1.06K- 7.05% |
$54.3K - $55.4K
|
14K
$716K
|