Purchases and Sales Made in Q3 2024 in First Tr Exchange Traded Fd Ii (MARB)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (MARB) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
31.1KNew |
$611K - $625K
|
31.1K
$610K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
19.6K+ 103.26% |
$386K - $395K
|
38.6K
$759K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.81K+ 4.52% |
$35.6K - $36.4K
|
41.8K
$821K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
819+ 1.26% |
$16.1K - $16.5K
|
65.7K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
162+ 1.38% |
$3.18K - $3.26K
|
11.9K
$234K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
158New |
$3.11K - $3.18K
|
158
$3.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-202- 1.65% |
$3.97K - $4.07K
|
12K
$236K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-326- 2.86% |
$6.41K - $6.56K
|
11.1K
$218K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.04K- 3.83% |
$40.1K - $41K
|
51.2K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.85K- 30.57% |
$135K - $138K
|
15.6K
$306K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.6K- 50.28% |
$345K - $353K
|
17.4K
$341K
|