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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.97K+ 4.5% |
$157K - $161K
|
185K
$3.67M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
120KNew |
$2.35M - $2.41M
|
120K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
737New |
$14.5K - $14.8K
|
737
$14.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-46.8K- 60.77% |
$921K - $943K
|
30.2K
$598K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.1KNew |
$237K - $243K
|
12.1K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.28K- 90.06% |
$25.1K - $25.7K
|
141
$2.79K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.57KNew |
$30.8K - $31.5K
|
1.57K
$31K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-550- 3.55% |
$10.8K - $11.1K
|
15K
$296K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.24K+ 1.46% |
$63.7K - $65.2K
|
225K
$4.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-5.76K- 24.55% |
$113K - $116K
|
17.7K
$351K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-27.8K- 70.37% |
$547K - $560K
|
11.7K
$232K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-75.3K- 62.44% |
$1.48M - $1.52M
|
45.3K
$897K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
419+ 4.02% |
$8.24K - $8.44K
|
10.8K
$215K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.97K+ 138.91% |
$78.1K - $80K
|
6.83K
$135K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-34.4K- 67.48% |
$687K - $700K
|
16.6K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-833- 7.7% |
$16.6K - $17K
|
9.98K
$198K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
666+ 2.21% |
$13.3K - $13.6K
|
30.8K
$610K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.5KNew |
$190K - $194K
|
9.5K
$188K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-52.2K- 83.89% |
$1.04M - $1.06M
|
10K
$198K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
34.9K+ 243.45% |
$698K - $712K
|
49.3K
$976K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
34+ 117.24% |
$679 - $693
|
63
$1.25K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-618- 0.28% |
$12.3K - $12.6K
|
222K
$4.4M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.6K- 2.65% |
$31.9K - $32.8K
|
58.9K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-33.7K- 48.51% |
$669K - $688K
|
35.8K
$708K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
126New |
$2.5K - $2.57K
|
126
$2.49K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
21.2KNew |
$421K - $433K
|
21.2K
$419K
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-27.2K- 37.92% |
$540K - $556K
|
44.5K
$882K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
44New |
$874 - $899
|
44
$871
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-107- 87.7% |
$2.13K - $2.19K
|
15
$297
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.1K- 8.46% |
$550K - $569K
|
304K
$6.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-20- 0.2% |
$392 - $405
|
10.1K
$199K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39.2K- 71.77% |
$768K - $794K
|
15.4K
$305K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.1KNew |
$375K - $388K
|
19.1K
$379K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
84+ 33.33% |
$1.65K - $1.7K
|
336
$6.65K
|
|
| Q1 2023 | |||||||
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-120Closed |
$2.37K - $2.44K
|
0
$0
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15KNew |
$297K - $305K
|
15K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-27- 10.42% |
$534 - $548
|
232
$4.59K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
12.8KNew |
$253K - $260K
|
12.8K
$253K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
384New |
$7.6K - $7.8K
|
384
$7.6K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
53.4KNew |
$1.06M - $1.08M
|
53.4K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-696K- 97.93% |
$13.8M - $14.1M
|
14.7K
$291K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-656- 5.61% |
$13K - $13.3K
|
11K
$219K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
10.2KNew |
$202K - $207K
|
10.2K
$202K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.68KNew |
$33.6K - $34.4K
|
1.68K
$33.2K
|
|
|
Feb 14, 2023
Q4 2022
|
First Trust Capital Management L.P.
Chicago, IL |
BUY
|
- |
99.7KNew |
$2M - $2.04M
|
99.7K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
35.6KNew |
$713K - $729K
|
35.6K
$704K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
455New |
$9.11K - $9.33K
|
455
$9.01K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
421New |
$8.43K - $8.63K
|
421
$8.34K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
34.8KNew |
$697K - $713K
|
34.8K
$689K
|
|