Institutional Ownership First Tr Exchange Traded Fd Ii (FMB)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (FMB). We have compiled data on the 327 institutions that hold shares in the stock, with a total of 32.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,979,292
shares
|
$148 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,684,776
shares
|
$133 Million
0.03% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,179,768
shares
|
$108 Million
0.04% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,852,353
shares
|
$91.8 Million
0.01% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,747,373
shares
|
$86.6 Million
0.02% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,157,297
shares
|
$57.4 Million
0.02% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
775,345
shares
|
$38.4 Million
0.05% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
649,521
shares
|
$32.2 Million
0.69% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
639,192
shares
|
$31.7 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
621,617
shares
|
$30.8 Million
0.2% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
619,572
shares
|
$30.7 Million
0.01% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
495,145
shares
|
$24.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 41.94%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
465,465
shares
|
$23.1 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
455,622
shares
|
$22.6 Million
0.14% of portfolio
|
Q1 2025
Added 45.59%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
426,121
shares
|
$21.1 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
403,587
shares
|
$20 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
386,786
shares
|
$19.2 Million
0.02% of portfolio
|
Q1 2025
Added 7884.85%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
384,349
shares
|
$19 Million
0.03% of portfolio
|
Q1 2025
Added 24.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
380,003
shares
|
$18.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
356,354
shares
|
$17.7 Million
0.0% of portfolio
|
Q1 2025
Added 59.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
355,147
shares
|
$17.6 Million
0.02% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
328,008
shares
|
$16.3 Million
1.77% of portfolio
|
Q1 2025
Added 15.41%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
327,078
shares
|
$16.2 Million
0.03% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
322,732
shares
|
$16 Million
0.05% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
322,047
shares
|
$16 Million
0.05% of portfolio
|
Q1 2025
Added 4.44%
|