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 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.19K- 56.43% |
$263K - $270K
|
4.01K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.77K- 10.44% |
$242K - $249K
|
40.9K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.32K- 20.7% |
$118K - $121K
|
8.9K
$455K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.24K- 72.76% |
$113K - $117K
|
839
$42.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-643- 54.4% |
$32.5K - $33.5K
|
539
$27.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-321- 3.23% |
$16.2K - $16.7K
|
9.6K
$491K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-246- 89.45% |
$12.5K - $12.8K
|
29
$1.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-180- 3.71% |
$9.11K - $9.37K
|
4.67K
$239K
|
|
| Q3 2024 | |||||||
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-17.4K- 59.66% |
$889K - $907K
|
11.8K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-16K- 11.78% |
$816K - $833K
|
120K
$6.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.22K- 29.52% |
$113K - $115K
|
5.29K
$271K
|
|
|
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
$668K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.68K- 26.91% |
$85.4K - $87.2K
|
4.55K
$233K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.07K- 0.55% |
$54.4K - $55.5K
|
192K
$9.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-270- 75.21% |
$13.8K - $14.1K
|
89
$4.55K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-100- 2.04% |
$5.1K - $5.21K
|
4.8K
$245K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-66- 2.57% |
$3.37K - $3.44K
|
2.5K
$128K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-39- 15.66% |
$1.99K - $2.03K
|
210
$10.7K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.07K- 27.77% |
$104K - $106K
|
5.38K
$275K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.87K- 26.83% |
$94.5K - $96.3K
|
5.11K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.48K- 10.17% |
$74.4K - $75.9K
|
13K
$666K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.44K- 33.01% |
$72.8K - $74.2K
|
2.93K
$150K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-700- 11.3% |
$35.3K - $36K
|
5.5K
$281K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-11K- 72.02% |
$563K - $571K
|
4.29K
$219K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.57K- 51.44% |
$233K - $236K
|
4.31K
$221K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.24K- 13.1% |
$114K - $116K
|
14.9K
$760K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-899- 16.97% |
$45.8K - $46.5K
|
4.4K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
SELL
|
- |
-652- 7.24% |
$33.3K - $33.7K
|
8.36K
$427K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-646- 1.58% |
$32.9K - $33.4K
|
40.1K
$2.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-569- 10.8% |
$29K - $29.4K
|
4.7K
$240K
|
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-50- 1.13% |
$2.55K - $2.59K
|
4.39K
$224K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-13.7K- 32.39% |
$658K - $708K
|
28.6K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.02K- 9.1% |
$97K - $104K
|
20.2K
$1.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-580- 58.35% |
$27.9K - $30K
|
414
$21.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.07% |
$144 - $155
|
4.13K
$211K
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.95K- 40.14% |
$144K - $150K
|
4.4K
$225K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.87K- 18.49% |
$140K - $146K
|
12.7K
$647K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.32K- 35.74% |
$113K - $118K
|
4.18K
$214K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.12K- 31.38% |
$103K - $108K
|
4.63K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-492- 41.66% |
$24K - $25.1K
|
689
$35.2K
|
|
| 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
$337K
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-1.97K- 15.61% |
$98.1K - $101K
|
10.6K
$544K
|
|
|
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
$246K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-104- 0.64% |
$5.19K - $5.35K
|
16.2K
$829K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-51- 0.84% |
$2.54K - $2.62K
|
6.02K
$308K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9.4K- 53.88% |
$472K - $485K
|
8.05K
$412K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.3K- 22.03% |
$65.3K - $67.1K
|
4.6K
$235K
|
|