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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.56K+ 13.09% |
$30.5K - $31K
|
13.5K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.91K+ 309.85% |
$96.2K - $97.8K
|
6.49K
$129K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.7KNew |
$92.2K - $93.6K
|
4.7K
$93.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-794- 4.13% |
$15.6K - $15.8K
|
18.4K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-167- 98.82% |
$3.28K - $3.33K
|
2
$39.7
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.5K+ 5.98% |
$49.1K - $49.8K
|
44.3K
$880K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1KNew |
$198K - $201K
|
10.1K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-3.64K- 1.46% |
$71.5K - $72.6K
|
246K
$4.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-115- 0.72% |
$2.26K - $2.29K
|
15.8K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.8K- 42.35% |
$213K - $216K
|
14.7K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.38K+ 17.93% |
$106K - $107K
|
35.4K
$703K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3- 0.04% |
$58.9 - $59.8
|
7.68K
$152K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.13K+ 30.66% |
$159K - $162K
|
34.6K
$688K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
106+ 216.33% |
$2.08K - $2.11K
|
155
$3.08K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.05K+ 11.94% |
$79.5K - $80.7K
|
38K
$754K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.11K- 5.88% |
$21.8K - $22.1K
|
17.8K
$353K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.29K+ 16.9% |
$64.5K - $65.5K
|
22.7K
$452K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.93K- 38.11% |
$116K - $118K
|
9.63K
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.58K+ 5.51% |
$30.9K - $31.4K
|
30.2K
$600K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
7.09K+ 18.35% |
$139K - $141K
|
45.7K
$908K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-5.92K- 11.12% |
$116K - $118K
|
47.3K
$940K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.8K+ 3.12% |
$35.4K - $35.9K
|
59.5K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.38K- 4.45% |
$27.1K - $27.6K
|
29.7K
$589K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
158+ 0.31% |
$3.1K - $3.15K
|
51.3K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 23.81% |
$4.91K - $4.98K
|
800
$15.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
934+ 1.42% |
$18.3K - $18.6K
|
66.6K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3K+ 7.9% |
$58.9K - $59.8K
|
41K
$814K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-316- 2.63% |
$6.2K - $6.3K
|
11.7K
$232K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 0.85% |
$452 - $463
|
2.73K
$54.2K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-4.66K- 23.08% |
$91.5K - $93.7K
|
15.5K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
75.5KNew |
$1.48M - $1.52M
|
75.5K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.15K- 19.98% |
$180K - $184K
|
36.7K
$728K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.2KNew |
$260K - $266K
|
13.2K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.3K+ 112.67% |
$439K - $449K
|
42.1K
$836K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6KNew |
$209K - $214K
|
10.6K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.1KNew |
$297K - $305K
|
15.1K
$300K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
158New |
$3.11K - $3.18K
|
158
$3.14K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.6K- 50.28% |
$345K - $353K
|
17.4K
$345K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-326- 2.86% |
$6.41K - $6.56K
|
11.1K
$220K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
28.6KNew |
$557K - $567K
|
28.6K
$568K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
151New |
$2.94K - $2.99K
|
151
$3K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34New |
$662 - $674
|
34
$675
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.55K+ 6.15% |
$49.8K - $50.6K
|
44.1K
$876K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
401+ 7.13% |
$7.81K - $7.95K
|
6.03K
$120K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.78K- 99.93% |
$171K - $174K
|
6
$119
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.75K- 18.46% |
$53.5K - $54.4K
|
12.1K
$241K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
14.9KNew |
$290K - $296K
|
14.9K
$296K
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.82KClosed |
$75.2K - $77K
|
0
$0
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.57KNew |
$30.8K - $31.5K
|
1.57K
$31.1K
|
|