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 317 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,000
shares
|
$306,900
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,926
shares
|
$303,114
0.02% of portfolio
|
Q2 2025
Reduced 66.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,773
shares
|
$295,288
0.0% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
5,536
shares
|
$283,166
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,495
shares
|
$281,069
0.03% of portfolio
|
Q2 2024
Reduced 11.3%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
5,394
shares
|
$275,903
0.09% of portfolio
|
Q3 2025
Reduced 12.34%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
5,383
shares
|
$275,340
0.05% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
5,377
shares
|
$275,033
0.0% of portfolio
|
Q3 2025
Reduced 77.85%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
5,356
shares
|
$273,959
0.02% of portfolio
|
Q3 2025
Reduced 66.86%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,292
shares
|
$270,685
0.01% of portfolio
|
Q3 2024
Reduced 29.52%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
5,218
shares
|
$266,900
0.01% of portfolio
|
Q3 2025
Reduced 14.32%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
5,128
shares
|
$262,297
0.02% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
5,057
shares
|
$258,665
0.0% of portfolio
|
Q3 2025
Reduced 38.25%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
5,051
shares
|
$258,358
0.05% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
4,914
shares
|
$251,351
0.07% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
4,877
shares
|
$249,458
0.09% of portfolio
|
Q4 2024
Added 51.79%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
4,877
shares
|
$249,458
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,833
shares
|
$247,207
0.17% of portfolio
|
Q1 2023
Added 0.44%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
4,814
shares
|
$246,236
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,810
shares
|
$246,031
0.05% of portfolio
|
Q2 2023
Reduced 2.34%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
4,800
shares
|
$245,520
0.22% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
4,707
shares
|
$240,763
0.15% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,673
shares
|
$239,023
0.06% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
4,594
shares
|
$234,983
0.11% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,418
shares
|
$225,980
0.02% of portfolio
|
Q3 2022
Added 0.11%
|
|