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 309 institutions that hold shares in the stock, with a total of 30.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
5,495
shares
|
$279,365
0.04% of portfolio
|
Q2 2024
Reduced 11.3%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
5,390
shares
|
$274,027
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,292
shares
|
$269,045
0.01% of portfolio
|
Q3 2024
Reduced 29.52%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,272
shares
|
$268,028
0.01% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
5,251
shares
|
$266,960
0.05% of portfolio
|
Q3 2024
Added 101.65%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
5,215
shares
|
$265,130
0.15% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
5,160
shares
|
$262,334
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
5,045
shares
|
$256,487
0.02% of portfolio
|
Q2 2024
Added 10.37%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
5,005
shares
|
$254,454
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,891
shares
|
$248,658
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
4,877
shares
|
$247,946
0.1% of portfolio
|
Q4 2024
Added 51.79%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
4,853
shares
|
$246,726
0.04% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
4,852
shares
|
$246,675
0.0% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,844
shares
|
$246,268
0.0% of portfolio
|
Q3 2024
Reduced 25.44%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,833
shares
|
$245,709
0.17% of portfolio
|
Q1 2023
Added 0.44%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,810
shares
|
$244,540
0.05% of portfolio
|
Q2 2023
Reduced 2.34%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,700
shares
|
$238,948
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
4,550
shares
|
$231,322
0.05% of portfolio
|
Q3 2024
Reduced 26.91%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,418
shares
|
$224,611
0.02% of portfolio
|
Q3 2022
Added 0.11%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
4,401
shares
|
$223,746
0.02% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
4,315
shares
|
$219,374
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
4,285
shares
|
$217,849
0.02% of portfolio
|
Q1 2024
Reduced 72.02%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,267
shares
|
$216,934
0.1% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,052
shares
|
$206,003
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
3,876
shares
|
$197,055
0.17% of portfolio
|
Q3 2024
New holding
|