Purchases and Sales Made in Q4 2025 in First Tr Exchange Traded Fd Ii (FMB)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (FMB) during Q4 2025. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED FD II.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
72.6KNew |
$3.68M - $3.73M
|
72.6K
$3.71M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
27.3K+ 33.44% |
$1.39M - $1.4M
|
109K
$5.57M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
16.6K+ 111.3% |
$840K - $850K
|
31.4K
$1.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
16KNew |
$814K - $824K
|
16K
$820K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
14.9KNew |
$755K - $764K
|
14.9K
$761K
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
14.2KNew |
$722K - $731K
|
14.2K
$728K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.9K+ 11.93% |
$704K - $713K
|
130K
$6.66M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
9.25K+ 6.18% |
$469K - $475K
|
159K
$8.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.13KNew |
$412K - $417K
|
8.13K
$416K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.19K+ 233.16% |
$162K - $164K
|
4.55K
$233K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.66K+ 4.95% |
$135K - $137K
|
56.4K
$2.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.58K+ 3.16% |
$131K - $133K
|
84.3K
$4.31M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.86K+ 29.32% |
$94.6K - $95.8K
|
8.22K
$421K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.3K+ 9.82% |
$66K - $66.8K
|
14.5K
$744K
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.01K+ 16.07% |
$51K - $51.6K
|
7.26K
$371K
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
587+ 2.03% |
$29.8K - $30.2K
|
29.6K
$1.51M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
575+ 2.38% |
$29.2K - $29.5K
|
24.8K
$1.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
472+ 0.88% |
$24K - $24.2K
|
53.9K
$2.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
363+ 1.1% |
$18.4K - $18.6K
|
33.3K
$1.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Tl Private Wealth
|
BUY
|
- |
105+ 0.76% |
$5.33K - $5.39K
|
13.8K
$708K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
25+ 0.58% |
$1.27K - $1.28K
|
4.36K
$223K
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
23+ 0.49% |
$1.17K - $1.18K
|
4.73K
$242K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.55% |
$50.8 - $51.4
|
183
$9.36K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-10- 0.08% |
$508 - $514
|
13.1K
$671K
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-350- 2.78% |
$17.8K - $18K
|
12.2K
$625K
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-960- 8.82% |
$48.7K - $49.3K
|
9.93K
$508K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-992- 14.37% |
$50.3K - $51K
|
5.91K
$302K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.7K- 1.85% |
$86.3K - $87.3K
|
90.2K
$4.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.3K- 10.7% |
$117K - $118K
|
19.2K
$980K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-2.37K- 6.05% |
$120K - $122K
|
36.7K
$1.88M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.51K- 2.02% |
$127K - $129K
|
122K
$6.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-2.61K- 9.29% |
$132K - $134K
|
25.5K
$1.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.68K- 18.26% |
$187K - $189K
|
16.5K
$842K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4.61K- 6.66% |
$234K - $237K
|
64.7K
$3.31M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.85K- 51.02% |
$246K - $249K
|
4.66K
$238K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5.77K- 9.27% |
$293K - $296K
|
56.5K
$2.89M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-6.17K- 37.99% |
$313K - $317K
|
10.1K
$515K
|
|
|
Jan 15, 2026
Q4 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-9.91K- 21.9% |
$503K - $509K
|
35.3K
$1.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-10.6K- 9.59% |
$540K - $547K
|
100K
$5.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-45.8K- 25.49% |
$2.32M - $2.35M
|
134K
$6.84M
|
|