Latest Institutional Transactions on First Tr Exchange Traded Fd Ii (MARB)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Ii (MARB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-4.66K- 23.08% |
$91.5K - $93.7K
|
15.5K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
809+ 5.36% |
$15.9K - $16.3K
|
15.9K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
75.5KNew |
$1.48M - $1.52M
|
75.5K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
168+ 16800.0% |
$3.3K - $3.38K
|
169
$3.35K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.15K- 19.98% |
$180K - $184K
|
36.7K
$726K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.2KNew |
$260K - $266K
|
13.2K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-113- 0.58% |
$2.22K - $2.27K
|
19.2K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.38K+ 661.06% |
$27K - $27.7K
|
1.58K
$31.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.3K+ 112.67% |
$439K - $449K
|
42.1K
$834K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.1KNew |
$297K - $305K
|
15.1K
$300K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.21K+ 24.45% |
$102K - $105K
|
26.5K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6KNew |
$209K - $214K
|
10.6K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
30KNew |
$590K - $604K
|
30K
$594K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.73K+ 25.02% |
$113K - $115K
|
28.6K
$567K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.96K- 7.12% |
$38.6K - $39.5K
|
25.6K
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-6.92K- 2.7% |
$136K - $139K
|
250K
$4.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
188+ 2.51% |
$3.7K - $3.78K
|
7.68K
$152K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.41K+ 7.79% |
$27.7K - $28.3K
|
19.5K
$385K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
125+ 0.67% |
$2.46K - $2.52K
|
18.9K
$374K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
1.06K+ 2.03% |
$20.8K - $21.3K
|
53.2K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.71K- 16.52% |
$132K - $135K
|
33.9K
$672K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.07K+ 3.73% |
$40.8K - $41.7K
|
57.7K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.85K- 30.57% |
$135K - $138K
|
15.6K
$308K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
19.6K+ 103.26% |
$386K - $395K
|
38.6K
$765K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
158New |
$3.11K - $3.18K
|
158
$3.13K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
162+ 1.38% |
$3.18K - $3.26K
|
11.9K
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
31.1KNew |
$611K - $625K
|
31.1K
$615K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.6K- 50.28% |
$345K - $353K
|
17.4K
$344K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
819+ 1.26% |
$16.1K - $16.5K
|
65.7K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.81K+ 4.52% |
$35.6K - $36.4K
|
41.8K
$828K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.04K- 3.83% |
$40.1K - $41K
|
51.2K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-326- 2.86% |
$6.41K - $6.56K
|
11.1K
$219K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-202- 1.65% |
$3.97K - $4.07K
|
12K
$238K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-97- 0.36% |
$1.89K - $1.92K
|
27K
$534K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
28.6KNew |
$557K - $567K
|
28.6K
$566K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
151New |
$2.94K - $2.99K
|
151
$2.99K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.55K+ 6.15% |
$49.8K - $50.6K
|
44.1K
$873K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34New |
$662 - $674
|
34
$673
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
401+ 7.13% |
$7.81K - $7.95K
|
6.03K
$119K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4+ 3.64% |
$77.9 - $79.3
|
114
$2.26K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.78K- 99.93% |
$171K - $174K
|
6
$119
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 0.3% |
$156 - $159
|
2.7K
$53.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.75K- 18.46% |
$53.5K - $54.4K
|
12.1K
$240K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
14.9KNew |
$290K - $296K
|
14.9K
$295K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.9K- 82.35% |
$95.5K - $97.2K
|
1.05K
$20.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.9K+ 5.26% |
$37K - $37.7K
|
38K
$752K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-307- 99.35% |
$6.04K - $6.18K
|
2
$39.6
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-50- 9.04% |
$984 - $1.01K
|
503
$9.96K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-109K- 64.87% |
$2.15M - $2.2M
|
59.2K
$1.17M
|
|