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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-26- 0.79% |
$1.25K - $1.34K
|
3.25K
$161K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.07% |
$144 - $155
|
4.13K
$205K
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.95K- 40.14% |
$144K - $150K
|
4.4K
$218K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.87K- 18.49% |
$140K - $146K
|
12.7K
$627K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.32K- 35.74% |
$113K - $118K
|
4.18K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.12K- 31.38% |
$103K - $108K
|
4.63K
$229K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-492- 41.66% |
$24K - $25.1K
|
689
$34.1K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-18KClosed |
$900K - $928K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.22K- 25.24% |
$111K - $114K
|
6.58K
$326K
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-1.97K- 15.61% |
$98.1K - $101K
|
10.6K
$527K
|
|
|
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
$238K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-104- 0.64% |
$5.19K - $5.35K
|
16.2K
$803K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-51- 0.84% |
$2.54K - $2.62K
|
6.02K
$298K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9.4K- 53.88% |
$472K - $485K
|
8.05K
$399K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.3K- 22.03% |
$65.3K - $67.1K
|
4.6K
$228K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-852- 2.04% |
$42.8K - $44K
|
40.8K
$2.02M
|
|
|
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 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-487- 30.27% |
$24.5K - $25.1K
|
1.12K
$55.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-396- 11.32% |
$19.9K - $20.4K
|
3.1K
$154K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-222- 2.58% |
$11.1K - $11.5K
|
8.38K
$415K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-75- 3.48% |
$3.77K - $3.87K
|
2.08K
$103K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-10.8K- 66.51% |
$521K - $548K
|
5.44K
$270K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-6.37K- 17.75% |
$307K - $323K
|
29.5K
$1.46M
|
|
|
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 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-270- 0.87% |
$13K - $13.7K
|
30.8K
$1.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-150- 3.53% |
$7.23K - $7.61K
|
4.1K
$203K
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-27.8K- 78.74% |
$1.35M - $1.44M
|
7.5K
$371K
|
|
|
Nov 14, 2022
Q3 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-19.4K- 41.35% |
$945K - $1.01M
|
27.5K
$1.36M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-10.3KClosed |
$500K - $534K
|
0
$0
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-4.02KClosed |
$196K - $209K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-3.7K- 15.84% |
$180K - $192K
|
19.6K
$973K
|
|
|
Oct 27, 2022
Q3 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-2.64K- 1.82% |
$128K - $137K
|
142K
$7.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.01K- 15.81% |
$97.8K - $104K
|
10.7K
$530K
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.11K- 11.8% |
$54.1K - $57.7K
|
8.3K
$411K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-768Closed |
$37.4K - $39.9K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-160- 31.37% |
$7.8K - $8.32K
|
350
$17.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-33- 68.75% |
$1.61K - $1.72K
|
15
$743
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-136KClosed |
$6.79M - $7.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-42.5KClosed |
$2.13M - $2.26M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-28.2KClosed |
$1.41M - $1.5M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-20.1KClosed |
$1.01M - $1.07M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-18.5K- 50.97% |
$926K - $982K
|
17.8K
$881K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-14.9KClosed |
$747K - $792K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.8KClosed |
$590K - $625K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-10.1K- 59.99% |
$504K - $534K
|
6.7K
$332K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-8.28KClosed |
$415K - $439K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-7.7KClosed |
$386K - $409K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-6.6KClosed |
$331K - $351K
|
0
$0
|
|